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.

lead enquiry form
Automatically collect website form information and save them as Simpro leads.
Add in data validation to reduce manual double data handling.
Watch how an enquiry from a website is saved to Simpro leads.
Start your Simpro workflows from your website. Save time, reduce admin, introduce automation.
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.

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.

Track UTM parameters to measure leads against digital campaigns.
Automatically save tracking and lead data into a Google Sheet.

Form workflows are based on Simpro. No workarounds required.
Form fields are based on Simpro fields (and Simpro custom fields).
Eliminate the need to map fields and additional middleware to transfer form data.
Let your customers do the admin work for you!
Leads, customers, sites and attachments are all auto-generated without any manual input.
Embed the forms on your website to maintain the customer experience under your brand.
Customise the form colours and messages to match your brand.
Allow customers to schedule in leads.
Allow the ability for customers to pick their team member.
Assign different days and times for staff members.
Create time groups for taking bookings without committing to a specific time.
Setup manual or automatic staff selection for service bookings.
Several options for checking out lead forms.
We’ll create a Formpiece demo using your business services.
Options for different form requirements.
FreeCreate a contact form that saves a Simpro leads.
Free
|
BusinessAdditional functions available to add to Simpro lead forms.
$35aud$35$30£25
|
|
|---|---|---|
| Forms |
1
|
Unlimited
|
| Lead Bookings |
close
|
check
|
| Google address validation |
close
|
check
|
| Customer duplicate validation |
close
|
check
|
| Files & attachments |
close
|
check
|
| Customer custom fields |
close
|
check
|
| Site custom fields |
close
|
check
|
| Lead custom fields |
close
|
check
|
Straight answers. Mostly about your Simpro build, not about us.
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.
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.
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.
Yes. Photos and documents attach to the lead, so the estimator can see the job before they drive to it.
Two ways: paste the embed code, or install the Formpiece WordPress plugin. After the first step, everything is managed from your Formpiece dashboard.
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.
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.