Pages
Customer Intake Page
A customer-facing page collecting site and access details before a job begins.
Module
Pages
where it lives
What it does
A customer-facing page collecting site and access details before a job begins
Presents a short form covering parking, access instructions, contact preferences, gate codes, and anything else the visiting tech needs to know before arriving. Responses feed directly into the job record. Mobile-first layout intended to be filled in once and submitted.
When you’d reach for it
- ▸A residential plumbing company collects gate codes and dog warnings from new customers before a technician's first visit.
- ▸A commercial security company captures front-desk check-in instructions and the specific entrance to use from a building's site contact.
- ▸A multi-family HVAC operation pulls room-access instructions from property managers before a maintenance visit across the building.
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