Lead, Quote and Job Forms

Overview

Learn how to set up forms for leads, quotes and jobs.

Lead Forms

Set up form templates for emailing lead forms to a salesperson or customer.

Learn more in How to Set Up Lead Forms.

Quote / Job Detail Form

Create a form template to be sent to customers for a quote or job using customisable blocks.

Learn more in How to Use the Quote / Job Detail Form.

Quote Forms

Set up the layout of forms sent from quotes, and add a default email template.

Learn more in How to Set Up Quote Forms.

Job and Job Card Forms

Set up the layout of job forms and job card forms and add a default email template.

Learn more in How to Set Up Job Forms and How to Set Up Job Card Forms.

Audit Forms

Set up the layout of your audit forms.

Learn more in How to Set Up Audit Forms.