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Build your own request forms and share them anywhere

Platy teamPublished

Owners can now build their own request forms in Platy OS: ask your own questions, drag them into order, and share the form as a link, a QR code or right on your website. Every request lands in Requests, ready to quote.

The Request forms list with two forms, each showing its name, whether it is on, and how many requests it brought inOpen the picture full size
Make a form for each service or ad
The request form editor with the services question open on the left and a live preview of the form on the rightOpen the picture full size
Add, reword and drag questions while the preview updates
The Share and embed tab with the form link, share buttons, a ready-to-post message and a QR codeOpen the picture full size
Share it as a link, a post or a QR code

What changed

  • Make a form for each service or ad, up to 20, each with its own link
  • Add your own questions, reword Platy's, and drag them into order across up to 5 pages
  • A live preview shows the form as you edit, and every change saves on its own
  • Share it as a link, a QR code or a ready-to-post message, or put it on your website as a form, a button or a tab
  • Your clients get a cleaner form: tap to pick services, a progress bar, and a note under anything they missed
WhereSettings › Request forms
Who it's forOwners
Anything to do?Nothing. The form you have today keeps working, with a cleaner look for your clients. Open Settings › Request forms to add your own questions.

Common questions

Can I add my own questions to my request form?

Yes. Add your own questions in 8 types, reword Platy's, and drag any question to the page you want.

Can I have more than one request form?

Yes. Make a form for each service or ad, like one just for Christmas lights. Each form has its own link.

How do I put my request form on my website?

Open Share & embed, pick a form on the page, a button or a tab on every page, and paste the code once. Changes you make show up on your site on their own.

Does the form text or email my clients?

No. It never messages anyone on its own. Every request lands in Requests with their answers, photos and contact info.

Related

On Platy OS

Landscaping CRMThe customer record is the work, plus texting and a login of their own.Lawn Care SoftwareWhat it looks like when quoting, the schedule, the crew, invoicing and the books are one piece of software.
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