Today, you have two ways for people to contact you online for work:
- You can publish a link to the Contact Form. Customers fill this out when they want to be contacted for service. Clicking the submit button creates a new opportunity in Kickserv. You can follow up with the customer to schedule the job.
- People can also use the form in the Customer Center to request service. They can select a type of service, specify what date and time works best for them, leave their contact information, and attach photos or other files. Clicking the submit button here will send a message to your Kickserv Inbox, where you can see all the relevant information and drop an appointment directly onto your calendar.
The only difference is where that information ends up. Either it goes into an opportunity for you to follow up on, or it goes into your Inbox for you to schedule. The first option will likely be of more use if you have dedicated sales staff making calls. If you are a smaller business and you just want to get the job booked onto your calendar, the second one is probably what you want.
Since these two forms do almost exactly the same thing, we’re going to combine them into one. The new Contact Form will look almost exactly like the current one. You can embed it into a web page or link to it from, say, a Facebook page. Your current customers will also see it in their Customer Center.
The only question for you to answer is where you want those requests to end up. We want you to have both options, so we’re going to give you the choice in the Contact Form settings. It will read something like this:
New work requests submitted from the Contact Form will automatically be added to your Inbox. Add directly to New Opportunities Instead?
That option will be checked by default for existing Kickserv businesses, so that your booking workflow isn’t interrupted. We encourage you to try the new option, though. It’s the fastest, simplest way to book a job!
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