Simpro lead form
Website enquiries that arrive as 
leads
A website enquiry form for the work you quote after a look. Each enquiry lands as a real Simpro lead, with a salesperson, a follow-up date and the photos already attached. A direct Simpro integration, with no middleware.
Website enquiries into AroFlo
One enquiry, start to finish.
Customer's hot water unit is leaking and the office isn't open yet. Every step takes something off your office's list.
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Read the emailSays what needs doing.
In their own words, on your website, not in an email someone has to read and work out.
What needs doing?Storage hot water unit leaking from the base -
Ring back for the detailsAnswers the questions you'd ring back about.
How old the unit is, how to get in. Each answer goes into one of your AroFlo custom fields.
How old is the unit?11 yearsHow do we get in?Side gate, dog in the yard -
Chase the photosAdds two photos.
Photos and PDFs, attached to the record, so the tech sees the unit before they drive out.
Photos of the unitunit-base.jpg · label.jpg -
Create the clientLeaves their details.
The client is matched by email, and the address to the location AroFlo already has, so nothing is created twice.
EmailAlready in AroFlo, matchedWhere is the job?14 Ashgrove Rd, location matched -
Nothing left to do
Task 20418 is created in AroFlo.
In Plumbing & Gas, as a service call, priority High, with the photos and the answers on it.
Business unitPlumbing & GasPriorityHigh
AroFlo lead form options compared
Three ways an enquiry becomes work.
AroFlo can already turn an emailed enquiry into a task. Formpiece gives you the form, and saves each enquiry straight into AroFlo as a task or quote, with no email to parse.
| Capability | FormpieceAroFlo lead form | AroFlo Website Enquiry Imports | Form builder + Zapier |
|---|---|---|---|
| Website form | Yes. Built in Formpiece and embedded on your own site. | No. Not supplied. You build and host a form that emails AroFlo. | Yes. From the form builder. |
| Getting into AroFlo | Yes. Saved straight to AroFlo through its API, in seconds. | Partly. Emailed to an import address, then scanned. | Partly. Through a Zapier automation you set up and maintain. |
| What it creates | Yes. A task or a quote. | Partly. A task. | Partly. A task. No quote action is listed. |
| Client and location | Yes. Existing client matched by email, or created. Location matched or created, and the contact added. | No. Recommended to land under one catch-all client. | Partly. Client steps available. No location action is listed. |
| Photos and PDFs | Yes. Uploaded as documents on the task or quote. | Partly. Attachments are scanned for text. | No. No document upload action is listed. |
| Custom fields | Yes. Client, location and task custom fields. | No. Can’t be mapped. | Partly. Only through a custom request you build. |
| Spam protection | Google reCAPTCHA v3 or Cloudflare Turnstile, checked on our server, plus a hidden trap field. | Whatever your own form provides. | Whatever the form builder provides. |
| Setup | An AroFlo API token and a visual builder. Do it yourself, or have us manage it. | Set up by AroFlo staff from sample emails. | You build and maintain the form and the zap. |
Compared with each option’s published features, October 2026. Zapier is a trademark of its owner.
Take a closer look.
Everything you'd have rung back about, asked up front. Every answer has a place in AroFlo.
What can we help with?
Tell us about the job
Say what needs doingIn their own words, so the task arrives with a description someone can work from.Task description
AroFlo clients, locations and tasks
A record someone can work from.
This is what separates it from a contact form that emails you. Everything the job needs, without a single follow-up question.
A task or a quote, in the business unit you nominated, on your task type, with a priority on a task or a name on a quote.
Matched by email first, and to the existing client of the same name if AroFlo already has one. Not a generic Website Enquiry client.
Matched to an existing AroFlo location by address, or created if it's new.
Their description, and the answers to your questions in your AroFlo custom fields.
Photos and PDFs on the record, so the tech sees the job before they drive out.
- Creates
- Task
- Client
- M. Adeyemi matched by email
- Location
- 14 Ashgrove Rd, Coburg VIC 3058
- Business unit
- Plumbing & Gas
- Task type
- Service call
- Priority
- High
- Contact
- M. Adeyemi · 04xx xxx xxx · email
- Description
- Storage unit leaking from the base since Tuesday
- Your fields
- Unit age: 11 yrs · Access: side gate
- Attached
- 2 photos
AroFlo custom fields and photos
Ask what you would have rung back about.
You know the three questions you always end up asking. Put them on the form, and every answer arrives with the job.
Your AroFlo custom fieldsOn the form, for the client, the location or the task.
Photos and PDFsAttached to the record that's created. You set how many, and whether any are required.
Client details matchedTo your existing AroFlo clients, or created cleanly.
Locations not duplicatedAn existing location matched by address.
Optional site visit booking
Don't play phone tag twice.
Most enquiries mean a call to book the site visit, then another to book the work. Let the customer book the visit with the enquiry, from your estimators' real Simpro availability.
Address validation and campaign tracking
Clean data in. Nothing to retype.
No more missing or invalid customer details. The checks happen as the customer types, not when someone in the office finds the problem.
Form builder
Build the form by looking at it.
Nobody has to describe a form to a developer. Click a section, change it, see it change.
Start from a setEnquiry, Booked job or Contact only, then keep what you want.
Rename in placeDouble-click a section heading on the form and type over it.
Check it at phone widthWhich is how most enquiries arrive.
Undo, redo or discardNothing reaches the live form until you save.
A setup listWhat the form needs before it works, apart from what's optional.
Every setting, stillEach has a page of its own as well.
Embed on your website or WordPress
The details that make it yours.
Enough depth to fit how you work. Without a wall of settings on day one.
Set once, applied to every lead
Default status, salesperson, manager, follow-up date, tags and notes, so every enquiry arrives consistent.
The right people told
Notify recipients when a lead arrives, and get failed-submission alerts so nothing quietly slips.
Spam and legal
Google reCAPTCHA v3 or Cloudflare Turnstile, terms acceptance and a legal panel, so real enquiries get through.
Your thank you, or your page
Show a message you write, or send them to a page of your own so the enquiry lands in your analytics.
Which form is right for you?
Plenty of businesses run both, on different pages. Each writes straight into Simpro.
Lead enquiry form
for Simpro- Best for
- Work you quote after a look
- Creates
- A lead
- Customer picks a time
- Optionally, for a site visit
- Takes payment
- No
- Simpro setup to go live
- A cost centre
Service booking form
for Simpro- Best for
- Services with a known price and time
- Creates
- A job or a quote
- Customer picks a time
- Yes, live from your calendars
- Takes payment
- Deposit or full fee, by card
- Simpro setup to go live
- Pre-builds, rates and calendars
AroFlo API setup
The whole setup is one token.
There's no build to do in AroFlo first. If you can create an API token, you can have enquiries landing this week. No data moves until a customer submits the form.
An AroFlo API v2 token
Created under Settings, API Management, API v2. AroFlo shows it once and it expires, so diarise renewing it.
A business unit
Usually the one that already handles the work your website brings in.
The questions you quote from
They become the fields on the form. A default quote name too, if it creates quotes.
AroFlo account
Form name
An enquiry creates a
Free to start capturing enquiries.
Real AroFlo records on the free plan. No setup fee, no contract, cancel any time.
FreeCreate a contact form that saves a Simpro leads.
Free
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BusinessAdditional functions available to add to Simpro lead forms.
$35aud$35$30£25
Billed monthly
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Forms
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1
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Unlimited
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Google address validation
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close
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check
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Customer duplicate validation
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close
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check
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Files & attachments
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close
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check
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Customer custom fields
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close
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check
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Site custom fields
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close
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check
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Lead custom fields
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close
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check
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Simpro Lead Bookings
Simpro Lead Form only. AroFlo Lead Form does not support bookings.
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close
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check
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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, 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 PDFs 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 does the Simpro lead form integration work?
Formpiece connects to your Simpro build through Simpro's API. Each enquiry is created as a Simpro lead in the cost centre you choose, with the customer and site matched or created, your custom fields filled in and the photos attached. There's no middleware in between to map or maintain.
How is it different from a form builder connected through Zapier or Integrately?
A form builder connected through middleware can create a Simpro lead, but you build and maintain every step, and the form can't see your Simpro calendars. Formpiece matches the customer and site, attaches the photos to the lead, and can offer a site visit from your estimators' live Simpro calendars while the customer is still on the form.
Is Formpiece on the Simpro Marketplace?
Yes. Formpiece is listed on the Simpro Marketplace and is a Simpro Partner.
How much Simpro setup does it need?
Very little. A cost centre to create the leads in and the questions you want asked 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.
Ways to get started.
Get a custom demo
We'll build a Formpiece demo around your business's own work.
Request a custom demoTurn your enquiry form into Simpro leads this week.
It's the quickest Formpiece form to put live, and a cost centre and your own questions is enough. Connect Simpro and see a real lead land.
