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Create your Customer Intake Flow
Create your Customer Intake Flow

Customize your Customer Intake Request Guide to streamline your intake process for jobs, estimates, and leads.

Jasmine Baptiste avatar
Written by Jasmine Baptiste
Updated over a week ago

Setting up Customer Intake

When it comes to setting up your intake flow, there are three main components that you can implement in your process after completing your Customer Intake onboarding to confirm the industries and services that you offer:

Reminders: This is a great place to add anything you want to ensure your employees are mentioning to the customers. You can select the reminder to pop up either during the request steps, while scheduling or while gathering customer contact information.

FAQ: This will be where you can build out common questions with answers. This is a great tool to have when onboarding a new customer service representative for your company- they are able to navigate through the FAQ section to answer questions without needing to consult before providing the customer with a response.

Request Guide: You are going to place any questions that you want to make sure your staff is gathering from customers. You can choose whether the questions are single choice, multiple choice or even full text answers! You can edit any of the pre-populated questions or delete them if it is not something that fits your business model.

If you click the three dots next to each question, you will see the option to either edit the question, move it, delete it or add a branch. Adding a branch to the questions will allow you to create an almost living document that will change based on the answers that selected.

Adding Branches to questions in the Request Guide

After completing your customer intake, the information you gather from the Request Guide will be included on the new lead, job, or estimate.

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