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 will 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.

To access this part of your system, to start updating your own webforms, you can follow the steps below.

Access "Manage" on the left-hand navigation bar.

Once in the Manage section, you would select "Company Branding".

After clicking on "Company Branding", you'll see a page similar to the one being shown as an example below.

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 more info 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 request that 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.

The following sections cover the other parts of Company Branding, as these are mostly customization options to further apply your company's brand to different parts of the system.

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. You could also add a disclaimer to the Phone section notifying the potential customer that they agree to receiving SMS if they provide a phone number - for example.

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.

This next section above is where you're able to modify the settings for the Mobile Inventory section. When accessing the estimate link, and the client goes to update their inventory, they can access a more mobile-friendly version to make it easier for them, if they're on a mobile phone or tablet.

You can edit the initial image that appears, the color scheme, allow customization on their end, and even update what each page says. Below is a screenshot of how the client would access the mobile inventory.

This tab gives you the ability to add a phone number and an email to your webforms. When an email or phone number is added to its respective row, you'll be able to show them on the form. Example screenshot 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.

While not directly related to your webforms, this section allows you to modify the background when logging into your MoveitPro system. If you'd like to add your own background to your login screen, rather than the default one provided, you can upload an image here and it'll be the new backdrop for when you and your employees are logging in. Example below:

If you don't like the way the new background looks, you can always delete it using the large red X next to the image, and it'll revert back to the default background.

Now that we've gone through the function of each section in the Company Branding section, let's review how to add the forms to your site. At the bottom of each form's tab, you'll see an option to copy the code and to save the changes that you've made. Example screenshot below:

After you've edited the forms with the desired colors, font, etc. you would just need to click "Save Changes" at the bottom of the page. Once your edits are properly saved in the system, you'll be able to copy the code provided, using "Copy to Clipboard" to place on your website and begin using the form.