We have a couple of standard forms that can be used to collect estimate requests from potential clients that visit your website. One of the major benefits of using these pre-built forms is that, when filled out, the info gets directly put into your system -- no additional setup is required.
These forms have a degree of customization that you can use to better match your own company's branding on your website. Rather than a bland white form, you can update the color scheme, add shadowing, update the font style, and even some of the verbiage - all to better reflect your individual style.
In addition, each branch of your company can have its own setup for these forms - enabling multiple branches to have their own style. This certainly can be useful, especially if you have branches of the company that may have differing names, or individual branding. This all provides a means to have a professional experience for your customers when they visit your website.
While this article covers the webform parts of Company Branding, if you'd like to review the other options, you can use the button below to read the article relating to those sections.
To access this part of your system, you'd follow the steps below:
Click on Manage -> Company Branding
After clicking on Company Branding, you'll see a page similar to the one shown below. We'll quickly run through each type of form before discussing the ways that they can be customized.
Displayed above is the Short Form, this is a popular form for our clients and their customers. It's short, simple, and gets the basics of what you need to be able to start the estimate process.
This is the Long Form. As the name implies, this form does take longer to fill out, but it does provide you with more information even before you contact the customer, as it prompts them to fill out the inventory, and request additional services, such as packing or storage. These additional requests will appear as notes on the estimate when the request appears in your system.
And finally, of the three main forms that we have in the system, is the Claim Form. If there's any damage to a customer's items discovered after the job has already been completed, and the crew has left, they can use this form to inform you of that damage. As shown above, it comes with a prefilled disclaimer to help encourage the customer to act in good faith when filing their claim.
Now that we've briefly discussed each form, let's take a look at how to update each form -- using the Short Form as an example.
Select Branch (Brown): This is where you would swap between your different branches in the system, if you'd like to have a different form for each branch's website.
Buttons (Blue): This section is where you can update the look of the buttons and background, adding shadows, changing the colour, etc.
Font Style (Purple): Here you can change the style of the font being used, to more closely match the style of your website, and modify which fields appear on the form.
Contact Info on Iframe (Red): If you've filled in the Contact Info section (talked about below) then here is where you can toggle the phone number/email that the prospect can use to reach if there's any issues.
Preview (Green): As you make changes to the form, this will show an example of what the form will look like with those updates.
Save Changes (Black): After you're done with customizing the webform, you will need to click on Save Changes in order to save your new setup.
Code (Gold): After you've saved the changes you've made, you'll copy the code for the webform and add it your website. (Note: You can adjust the height & weight in the coding by using either percentages, or pixel values, on your website.)
The overall process is the same for both Long & Claim forms, as well.
The following sections cover the other parts of Company Branding that you can use to further customize the webforms.
To start with, we'll cover Web Form Verbiage. As shown above, the left side allows you to update the verbiage for the different line items on the short & long forms. The bold words on the left of that section tell you what the system will read that info as -- while the text box allows you to call that line item whatever you'd prefer.
The right side of the page covers what you can edit on the Claim Form. You can modify the pre-filled disclaimer, if you'd prefer different wording, but we do recommend you have something similar to what's already in there to help keep your customer honest in their intentions. Additionally, you can edit what they'll receive as part of the "thank you for filling out the claim form" - if you want to have a different timeframe for contact, for example.
The Contact Info tab gives you the ability to add a phone number and an email to your webforms, as well as add a website URL that it'll redirect them to after filling out either the short or long forms. When an email or phone number is added to its respective row, you'll be able to show them on the form. Example screenshots below:
The Landing Page appears after your client fills out either the long or short form. If you have a page on your website that provides more info about your company, this would be the recommended place to put it so your new potential clients can get to know you even before you reach out to them. Example below:
Click "Get Estimate Now":
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Redirect:
As always, if you have any questions, you're welcome to reach out to Support via chat, phone call, or email, and we'll be glad to assist!