01
Customize trade intake questions
- Select trade-specific intake fields (e.g. pipe material for plumbing, unit age for HVAC).
- Enable photo and video uploads so homeowners submit pictures of their issue.
- Enable instant emergency triage questions (e.g. active water leaks, sparking panel).
02
Embed on external websites or use standalone links
Copy the Smart Intake iframe code to embed on WordPress, Squarespace, or Wix sites, or share your direct intake link in local ads.
Completion check
Confirm before moving on
Use these checks to make sure the dashboard and the real-world workflow agree.
- Trade-specific intake questions and photo uploads are configured.
- Emergency intake flags are set for urgent repair inquiries.
- Intake widget is live on website and submits leads into the inbox.
Troubleshooting
When the workflow doesn’t look right
Intake form submissions do not notify the owner.
Verify Owner Alert Phone is configured under Settings → Business.
Keep going