FORMS

Ask the right questions.
Keep every enquiry organised.

Collect the details your team needs, bring them into Brandroof and give each enquiry a clear next step.

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Matching desktop and mobile forms screens for Flow Plumbing and Sarah Wilson
CONNECTED TO YOUR BUSINESS

A simple form. A more useful enquiry.

Give customers an easy way to get in touch without making your team chase the basics.

01

Collect useful details

Ask for contact information, the service needed and the details that help your team respond.

02

Keep the customer connected

Bring submitted information into a customer record so it’s ready for the next conversation.

03

Organise the handover

Set up team notifications and follow-up around the way your business works.

PRACTICAL FOR LOCAL BUSINESSES

Built around what you need to know.

Keep the form short enough for customers to finish, with questions that are useful for your service.

  1. 01

    Quote requests

    Collect the service, location and a short description of the job.

  2. 02

    Booking enquiries

    Ask for the details your team needs before arranging a time.

  3. 03

    Customer information

    Gather the relevant preferences or job details in one connected place.

  4. 04

    A clear confirmation

    Let customers know their form has been received and what happens next.

A LOCAL PLUMBING EXAMPLE

From a quote request to a useful enquiry.

Choose a step to see how the details stay connected.

Form completed

The customer tells you what they need.

Sarah fills in the quote form with her contact details and hot water repair request.

Our hot water isn’t working. Can you call me about a repair?
Illustrative example. Connections and automatic actions depend on your setup. This does not submit a form or send a document.
GET THE PROCESS READY

From the first question to the next action.

01

Choose the questions

Start with the details that help your team act, without asking for more than you need.

02

Place the form

Add it to the relevant website or landing page where customers are ready to enquire.

03

Connect the response

Check where submissions go and configure any team alerts or automatic replies.

KEEP THE DETAILS TOGETHER

Connected to the customer journey.

Customer records

Keep the relevant information attached to the customer.

Explore CRM

Conversations

Pick up the conversation with the details already available.

Explore One Inbox

Questions about forms?

Can forms connect to my customer records?+

Yes. Connected submissions can create or update customer details in Brandroof, depending on your setup.

Can I ask questions for my business?+

Yes. Organise the form around relevant customer information, service requests and business-specific fields.

Can I use forms on a landing page?+

Yes. Place the form in the page that matches the service, offer or campaign.

Can my team be notified?+

Notifications and automatic acknowledgements can be configured for your enquiry journey.

Will forms work on mobile?+

Forms can be designed for phones and larger screens, with clear fields and useful labels.

Does every submission create an opportunity?+

That depends on your workflow. Set up opportunities or follow-up actions where they suit your business.

FORMS

Make enquiries easier.
Keep the details together.

Connect your forms, customer records and follow-up with Brandroof.

See Brandroof in ActionBook a Demo
ONE PLACE FOR YOUR WHOLE BUSINESS

Ready to grow
with Brandroof?

Connect your customers, conversations, marketing and payments in one practical business platform.

See plans →Book a demo