Forms
Collect the right details. Start the right work.
From first contact to ongoing service, one connected intake toolkit
Use a public Kickoff Form to start a relationship, an authenticated Update Form to refresh a Contact record, or another Form type for bookings, purchases, support and work requests. What people submit can flow into the SuiteDash tools that serve them next.
Choose the Form for the moment
A first-time visitor and an existing Client need different paths. SuiteDash offers distinct Form types so you can collect information in the right context.
Make the experience respond to each answer
Show or hide fields with Conditional Logic. On supported selection fields, a choice can also change which Circles a person belongs to.
Turn an intake into a next step
A Kickoff Form can make CRM assignments and start Automations. A Work Request Form can take a Client’s request toward an Invoice, Estimate, Project or Task.
Questions people ask
Can visitors fill out a Form without signing in?
Yes. Kickoff and General Forms can be public. Update Forms require authenticated access because they change a known Contact’s record.
Will every submission create a CRM Contact?
No. A General Form saves its submission without associating it with a CRM Contact. Choose a Kickoff Form when you want that CRM path.
Can a Client request work through a Form?
Yes. Work Request Forms can collect itemized or free-form requests and move them toward an Invoice, Estimate, Project or Task.
Explore more: Form Management guide, Client Onboarding, Automations.
