Intake forms
Get the details before the back-and-forth.
Ask customers about the work they need, when they need it, and any useful background. Collect photos and documents with the request so your team has a better starting point.
A closer look
What you get
Relevant questions
Show the questions that apply to the service being requested.
Photos and documents
Let customers attach the files or reference images your team needs.
Recorded sources
Keep available page and campaign details with the submitted answers.
Request summaries
Review the important details before calling or messaging the customer.
Responses in your inbox
Read the form answers alongside the customer’s conversation.
Better FAQs
Use common questions to improve your website and future intake forms.
The work in practice
Collect the right background before the conversation.
A useful intake form asks for the information your team will actually use. The questions and uploads should help you prepare a response, without asking customers to complete an unnecessarily long questionnaire.
Service-specific questions
A form structure that collects the relevant details for the request being made.
Supporting attachments
Photos, references, or documents where uploads are configured and appropriate.
A complete request to review
Answers and available source details kept with the inquiry for your team.
From setup to day-to-day
Getting started
Choose the request type
Start with a quote, consultation, callback, service request, or feedback form.
Add the questions
Ask only for the details your team needs to take the next step.
Review new submissions
Read the answers and attachments, then follow up with the customer.
Working together
Your part in the process.
What we need from you
- The details each service needs before you can respond.
- The kinds of attachments you need, if any.
- Your privacy information and the people reviewing submissions.
What you’ll be able to review
- The form length and wording on a phone.
- Required questions and upload behavior.
- Where the completed request and attachments arrive.
Before we startCollect only the information needed for the request. Available fields, uploads, and routing depend on the form setup.
Is this only for medical businesses?
No. Local businesses can use intake forms for quotes, consultations, service requests, and customer feedback.
Can a customer upload photos?
Yes. Forms can collect photos, reference files, and documents where uploads are configured.
Where do the answers go?
They stay with the request in Aaptly so your team can review them before replying.
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See if Aaptly is right for you.
Tell us about your business. We’ll show you how it works and talk through the costs.