Build your intake form

The Intake Form is the public form prospective customers fill out to request work, and you build it on the Intake Form settings page with a drag-and-drop editor. The page appears whenever your role can manage intake forms. Publish a version before the public form can be used. Add to your site is the separate step for embedding that published form on your website.

If the page is missing but you need to manage intake forms, contact your business's administrator to review your role.

The form is organized into sections you can name and reorder, and you add fields into them. Standard fields capture known data (Contact Info, Customer Name, Property Address, Preferred Availability); custom fields cover anything else (Short Answer, Long Answer, Dropdown, Checkbox, Radio button, Numerical Answer, Area, Yes/No Toggle, Date Picker).

Each field has a label, a Required toggle, and - for choice fields - a list of choices, with a live preview of how it looks. Use Preview to see the form as a customer would, and Save to publish your changes. The first publish also creates the Service Requests workflow with Pending, In Progress, and Completed task statuses; you can customize them later in Task Statuses settings.

Your team is notified in Essential automatically whenever the form is submitted. The page also has a second tab, Notifications, where you can email a copy of each submission to a shared inbox. It saves on its own, so setting that up never publishes a new version of the form.

Where to find it: Settings -> Intake Form

Related guides

• Get notified about new intake form submissions
• Intake form field types: standard and custom fields
• Add the intake form to your website
• Where intake form submissions go after a client submits
• Add or edit a pricebook item
• Automate task statuses with Task Automations
• Feature availability and setup
• Let customers request service from the Customer Portal