Simpro lead enquiry form
Turn website enquiries into Simpro leads, with the visit already booked.
Getting started
- Create your first Simpro lead form The Getting started steps on a new lead form account: connect Simpro, create the first form, then finish it on Properties.
- Find, create and delete lead forms The Forms list for Simpro lead forms: what each column shows, when Create Form is available and when a form can be deleted.
Form setup
- Choose the Simpro company and cost centre for a lead form Set the form name, the Simpro company leads are saved to, the default cost centre, the description customers see and the Formpiece logo.
- Set the status, salesperson and follow-up date on new leads Set the status, salesperson, manager, follow-up date, tags, notes and custom field values every Simpro lead from your Formpiece lead form starts with.
Lead bookings
- Set the timezone and time intervals for lead bookings Set the timezone and time intervals a lead form uses when customers book a site visit that becomes a schedule on the Simpro lead.
- Add the services customers can book a site visit for Add the services customers can book on your lead form, with the visit length and the notes written on the Simpro lead schedule.
- Let customers book a morning or afternoon window Offer time windows such as morning and afternoon on your lead form. Formpiece books the earliest free time in the window as the Simpro lead schedule.
- Choose the staff, hours and schedule rate for each bookable service Pick the Simpro staff who take each lead booking service, their hours, days and schedule rate, and any team members scheduled with them.
Form display
- Let customers pick a service that sets the lead's cost centre Offer Simpro cost centres on your lead form as services with customer friendly names, so each enquiry lands in the right cost centre.
- Collect the site address and site custom fields on a lead form Choose the site fields and site custom fields your lead form asks for, and see how Formpiece finds or creates the Simpro site for each enquiry.
- Collect customer details and match repeat customers in Simpro Choose the customer fields your lead form asks for, and see how Formpiece matches a repeat customer by email or creates a new one in Simpro.
- Ask for a lead name, description and lead custom fields Choose whether the form asks for a lead name, a description and lead custom fields, and see how the customer's answers reach the Simpro lead.
- Let customers attach photos and PDFs to an enquiry Let customers add images and PDFs to a lead enquiry, set how many they can add, and see when the files reach the Simpro lead.
- Add a terms and conditions checkbox to your lead form Make customers tick a terms and conditions checkbox before the lead form sends, with your terms in a scrolling box above it.
- Screen lead form spam with reCAPTCHA or Turnstile Check every lead form submission with Google reCAPTCHA v3 or Cloudflare Turnstile, using keys saved under Integration Credentials.
Form responses
Design and publish
- Edit a lead form on screen with Form UI How the Form UI editor works: the outline, canvas, inspector and setup checklist, and how saving, undo and leaving with unsaved changes work.
- Change the layout, fonts, colours and headings of a lead form The lead form's Styles tab: summary position, inactive sections, the CSS class, font sizes, colours, custom CSS and the defaults behind blank headings.
- Put a lead form on your website Add a Formpiece lead form to a web page with the embed code or the Formpiece WordPress plugin, and what the Form ID is for.
Notifications and integrations
- Email your staff when a lead arrives or fails Choose who gets an email for each new lead from your form, and who hears about it when a lead hits an error on its way to Simpro.
- Send lead enquiries to Podium contacts Connect Podium to a Simpro lead form so each enquiry creates or updates a Podium contact, and map extra form fields to Podium custom fields.
