Simpro Lead Forms

Choose the Simpro company and cost centre for a lead form

2 min read Simpro lead enquiry form

Properties decides where leads land: the Simpro company, and the cost centre a lead gets when the customer doesn't pick one. The rest of the form's settings menu only appears once the form has a company.

Before you start

  • Simpro must be connected (Connecting Simpro with Formpiece). An empty Company list means the Simpro connection needs fixing.
  • The cost centre has to exist in the Simpro company you pick.

Step by step

  1. Open your form from Forms. If it opens in Form UI, switch to Config. Properties is the first page under Settings.

  2. Enter a Name of at least five characters. It is the heading on the form, so name it for customers.

  3. Pick the Company leads should be saved to.

  4. Pick the Default Cost Centre. The list only loads once a company is chosen.

  5. Add a Description if the form needs a line of explanation under the heading. Leave it empty otherwise.

    A live lead form with its name as the heading and two lines of description under it

  6. Use Notes for anything your team needs to know about the form. Customers never see them.

  7. Click Save. It stays greyed out until the name, company and default cost centre are all set.

Form properties in the dashboard with a company, default cost centre, description and notes filled in

How it maps to Simpro

Setting Where it goes
Company Every customer, site and lead the form creates is in this company
Default Cost Centre The lead's cost centre, unless the customer picks a service on the form
Name, Description The form's heading and intro. Nothing in Simpro
Notes Kept in Formpiece only
Show Formpiece logo Shown on the form only

When it goes wrong

Save won't go

One of three things is missing: a name of five characters or more, a company, or a default cost centre.

Leads are landing in the wrong company

Changing Company only affects enquiries from then on. Leads already created stay where they are. Check the cost centre after a change too, because cost centres belong to a company.

Show Formpiece logo can only be turned off with a subscription. This is what it adds to the bottom of the form:

The Formpiece logo and "Add a Simpro lead form for free" link under a lead form

FAQ

Can one form save to two Simpro companies?

No. A lead form saves to one company. Use a second form for another company.

Simpro lead enquiry form Set the status, salesperson and follow-up date on new leads Simpro lead enquiry form Let customers pick a service that sets the lead's cost centre