Workiz lets you take service requests from your website with a customizable form that you can easily add.

Creating your website form

To create a new website form click the top right "Gear" icon and then "Settings"

Next, got to "Website integration".
Here you can create multiple forms that you can use in your website to take leads and service requests.

To create a new form, click "Add new form"

Configuring your web form

1.Name you new form - something that describes where this form is going to be used (

2.Turn fields on or off to include them in the form, you can also switch the required columns on or off if you want certain information to be required.
Notice that e the right section will preview what you form will look like.

3.Notify by email - when a form is submitted, notify this email address.

4.Notify by SMS -  when a form is submitted, notify this phone number.

5.Auto assign to user - automatically assign new jobs from this form to a specific user.

6.Assign ad group - to save time you can set an automatic ad group for jobs coming from this form.

7.Use CAPTCHA - Recommend, make sure that your user are human.

Hit "save" when you are done.

Using in a website

Go back to the forms main list and click "Use in website" next to the form you wish to use.

Here you have 2 options:
1.Use a link to your own page with you form (If you don't have a website...)
2.Embed in site, copy the code block and place it in you website (Mail it to you web designer if you do not know how) .

Getting service requests from your site

When someone submits a contact request using your forms:
1.You will be notified via SMS and Email according to your preferences.
2.You can see all contact requests in your new website request report.
3.In your incoming messages, you can see all received contact requests and add as a job.

Did this answer your question?