Ask only what the visit needs
Name, contact, and the service. Extra questions wait until the record exists.
Forms
The form files itself onto the record.
Intake, quotes, and “request a time” stop arriving as email. The answers land on the customer record, and the follow-up sequence can start.
- Short steps that work on a phone
- Quote and intake flows
- Filed into the CRM when they submit
- Spam and duplicate checks on the way in
The submit is the handoff
The lead, the contact, and the source are created together. Nobody copies the email into another tool.
The reply does not wait
The form can start the text-back sequence the moment it is accepted.
It sits with the rest of the system.
Questions about Forms
Can a form book a time, or only request one?
Both. A request creates a lead. A booking form offers open times from the calendar you connect and holds the one they pick.
Where do the answers go?
Onto the customer record in your Ottimo workspace, visible to the people you allow. They are not posted on the website.
Can we match our intake questions?
Yes. We set the fields with you during onboarding, including anything your team has to collect before a visit.