Скачать или смотреть Client intake form, Service Autopilot Tutorial - Part 3: Automation Build

In this 3 part series we will be building a client intake form which will gather critical information from new clients- photos of property; cats/dogs; partner's name; property boundary notes, etc. This form will be part of the new client welcome email as estimates are accepted- and clients will be sent several reminders to complete this intake form to better serve them.

If the form is not completed, the admin will be sent a ticket to call the client to get this information.

Based on the tags, different automations can be set up to market to customers based on if they have pets, certain trees on their property, sprinker system, etc.

Part 1: Building the V3 client intake form
Part 2: Creating tags/custom fields and implementing into form
Part 3: Building the client intake automation