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Intake Forms

Capture leads and customer information from your website

Intake Forms requires BASIC+

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What Are Intake Forms?

Overview

Intake Forms are customizable web forms that you can embed on your website to capture new leads and customer requests. When someone fills out a form, their information is automatically added to your Sergio account as a new lead or customer.

Benefits:

  • Capture leads 24/7 from your website
  • Automatically create customer records
  • Reduce manual data entry
  • Get instant notifications for new submissions
  • Professional, branded forms that match your website

Common Use Cases

  • Quote Requests - Let potential customers request quotes directly from your website
  • New Customer Registration - Collect all necessary information before the first appointment
  • Service Inquiries - Answer questions about specific services
  • Appointment Scheduling - Let customers request specific dates and times

Creating a Form

Step 1: Access Form Builder

  1. Go to Marketing → Intake Forms in your Sergio dashboard
  2. Click + Create Form
  3. Choose a starting point:
  4. Select a template or start blank:
    • New Customer Intake - Full contact and property details
    • Quote Request - Basic info plus service needs
    • Blank Form - Start from scratch

Step 2: Add Fields

Drag and drop fields from the sidebar to build your form:

Basic Fields

  • • Text input (single line)
  • • Text area (multi-line)
  • • Email
  • • Phone number
  • • Address
  • • Dropdown select
  • • Checkboxes

Advanced Fields

  • • Date picker
  • • Time picker
  • • File upload
  • • Star rating
  • • Number input
  • • Signature

Step 3: Configure Each Field

Click on any field to customize it:

  • Label - What the customer sees
  • Placeholder - Example text inside the field
  • Required - Must be filled out to submit
  • Help Text - Additional instructions below the field
  • Validation - Rules for valid input (e.g., minimum length)

Step 4: Design Your Form

  1. Click the Design tab
  2. Choose your form colors (or use your brand colors)
  3. Select a font style
  4. Toggle your logo on/off

Step 5: Set Up Confirmation

  1. Click the Settings tab
  2. Write a custom thank you message
  3. Optionally redirect to a specific page after submission

Embedding on Your Website

Get the Embed Code

  1. Click Publish in the form builder
  2. Choose your embed type:
    • Inline Embed - Form appears directly on your page
    • Popup Modal - Form opens in a lightbox when triggered
    • Direct Link - Link to a hosted form page
  3. Copy the provided code

Inline Embed Example

<!-- Paste this where you want the form -->
<div id="sergio-form-container"></div>

<!-- Paste this before closing </body> tag -->
<script src="https://sergio.app/embed.js"></script>
<script>
  SergioForms.init({
    formId: 'your-form-id-here',
    container: '#sergio-form-container'
  });
</script>

Popup Modal Example

<!-- Your button -->
<button id="quote-button">
  Get a Free Quote
</button>

<!-- Paste this before closing </body> tag -->
<script src="https://sergio.app/embed.js"></script>
<script>
  SergioForms.popup({
    formId: 'your-form-id-here',
    trigger: '#quote-button'
  });
</script>

Using Direct Links

If you can't embed code, use the direct link to your form:

https://forms.sergio.app/yourcompany/form-name

You can share this link in emails, social media, or text messages.

Managing Submissions

Viewing Submissions

  1. Go to Marketing → Intake Forms
  2. Click on a form to see its submissions
  3. Each submission shows:
    • All submitted field values
    • Submission date and time
    • Submission source (website, direct link, etc.)
    • Status (New, Contacted, Converted, etc.)

Notification Settings

Get alerted when new submissions come in:

  1. Go to form Settings
  2. Enable notification channels:
  3. Choose notification type:
    • Email - Send to you and/or team members
    • SMS - Text message alerts (requires phone plan)
    • In-App - Dashboard and mobile app notifications

Converting to Customers

  1. Open a submission
  2. Review the submitted information
  3. Click Convert to Customer
  4. A customer record is created automatically
  5. You can then create quotes, jobs, or invoices for them

Exporting Data

Download your submissions for analysis or backup:

  1. Go to Marketing → Intake Forms
  2. Select a form
  3. Click Export
  4. Choose format: CSV or Excel
  5. Select date range and fields to include

Advanced Customization

Custom Styling

Match your form perfectly to your website:

  1. Use the Design tab for basic styling
  2. For advanced customization, add Custom CSS
  3. Override default styles with your own
  4. Contact support for help with complex styling

Multi-Language Forms

Create forms in multiple languages:

  1. Duplicate an existing form
  2. Translate all labels and text
  3. Save with a language suffix (e.g., "Quote Request - French")
  4. Embed the appropriate version on your language-specific pages

Conditional Logic

Show or hide fields based on previous answers:

  1. Click on a field
  2. Open the Logic tab
  3. Set conditions (e.g., Show this field if Service Type = Commercial)
  4. Add multiple conditions with AND/OR logic

Best Practices

Keep Forms Short

Fewer fields = higher completion rates:

  • Quote requests: Name, email, address, brief description
  • New customer intake: Full details can be collected over time
  • Only ask for what you need to start
  • Mark nice-to-have fields as optional

Mobile-First Design

Over 60% of form submissions come from mobile devices:

  • Test your forms on phone and tablet
  • Use large touch-friendly buttons
  • Avoid complex layouts
  • Use dropdowns instead of typing where possible

Fast Response Time

Respond to new leads within 1 hour for the best conversion rates. Enable notifications and check your submissions regularly.

A/B Test Your Forms

Try different versions to see what works best:

  • Test different numbers of fields
  • Try different headlines and descriptions
  • Experiment with colors and button text
  • Monitor conversion rates in your analytics

Need Help?

Our team can help you create effective intake forms that convert visitors into customers.

Contact Support