lead enquiry form

Lead enquiries for Simpro

Automatically collect website form information and save them as Simpro leads.

Add in data validation to reduce manual double data handling.

How it works

Watch how an enquiry from a website is saved to Simpro leads.

Simpro lead form addon

Track website enquiries from Simpro

Start your Simpro workflows from your website. Save time, reduce admin, introduce automation.

  • Simple Simpro lead collection

    No more missing or invalid customer data.

    Set up rules and formatting for mandatory fields to make sure all data is as relevant as possible.

    Google address validation and email lookups help prevent duplicate customers.

  • Eliminate manual lead handling

    Automatically create individual or company customers in Simpro.

    Set up rules and formatting for lead fields to stop data entry issues at the time of input.

    Validate email addresses on existing contacts.

  • Campaign tracking

    Track UTM parameters to measure leads against digital campaigns.

    Automatically save tracking and lead data into a Google Sheet.

Built around

designed for your business.

Form workflows are based on Simpro. No workarounds required.

Directly linked to Simpro fields

Form fields are based on Simpro fields (and Simpro custom fields).

Eliminate the need to map fields and additional middleware to transfer form data.

Built around Simpro workflows

Let your customers do the admin work for you!

Leads, customers, sites and attachments are all auto-generated without any manual input.

Embed on your website

Embed the forms on your website to maintain the customer experience under your brand.

Custom look and feel​

Customise the form colours and messages to match your brand.

Lead bookings with calendar availabilities

Allow customers to schedule in leads.

Team member selection

Allow the ability for customers to pick their team member.

Flexible days and times

Assign different days and times for staff members.

Time grouping

Create time groups for taking bookings without committing to a specific time.

Multiple staff members

Setup manual or automatic staff selection for service bookings.

Looking for a demo?

Several options for checking out lead forms.

Build your own

Sign up for a free plan to create a demo form with your Simpro build.

Check out existing demos

Check out existing working product demos.

Get a custom made demo

We’ll create a Formpiece demo using your business services.

Plans

Options for different form requirements.

Free

Create a contact form that saves a Simpro leads.
Free

Business

Additional functions available to add to Simpro lead forms.
$30
Forms
1
Unlimited
Lead Bookings
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Google address validation
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Customer duplicate validation
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Files & attachments
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Customer custom fields
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Site custom fields
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Lead custom fields
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The questions Simpro users actually ask.

Straight answers. Mostly about your Simpro build, not about us.

Lead form or booking form, which do I need?

If you have to see the site before you can price the work, such as installs, replacements and upgrades, the lead form fits: you get a Simpro lead with the details and photos, ready to follow up. If you can price it from a service list and it takes a known time, the booking form fits, because the customer picks a slot and you get a scheduled job. Plenty of businesses run both, on different pages.

Does it create a real Simpro lead, or just email me?

A real lead, in the cost centre you nominate, with your default status, stage, salesperson, manager, follow-up date, tags and custom fields set. Not a message someone has to read and retype.

Can customers book the site visit as well?

Optionally, yes. Turn it on and the form offers your estimators' real calendar availability, then schedules the visit against the lead. Leave it off for a pure enquiry form.

Can customers attach photos?

Yes. Photos and documents attach to the lead, so the estimator can see the job before they drive to it.

How do I put it on my website?

Two ways: paste the embed code, or install the Formpiece WordPress plugin. After the first step, everything is managed from your Formpiece dashboard.

How much Simpro setup does it need?

Very little. A cost centre and a salesperson is enough to go live. The pre-builds, schedule rates and calendars a booking form needs only come into it if you also let customers book the site visit.

Turn your enquiry form into Simpro leads this week.

It's the quickest Formpiece form to put live, and a cost centre and a salesperson is enough. Connect Simpro and see a real lead land.