HVAC Intake Forms Without a Separate Form Tool

HVAC Intake Forms Without a Separate Form Tool

HVAC Intake Forms Without a Separate Form Tool is how a HVAC company keeps intake questions and the lead they create inside ServiceFlow Pro instead of paying for a separate form builder. Built for HVAC owners who need seasonal maintenance campaigns, equipment history, and emergency call handling in one field service platform—not a generic CRM.
HVAC Intake Forms Without a Separate Form Tool puts intake questions and the lead they create on the customer and the job, so the office does not retype the same visit into a separate form builder. Answers become the lead instead of a spreadsheet row. The office starts the job from the same form.
HVAC Intake Forms Without a Separate Form Tool leaves the outside network in place. The form can live on your ServiceFlow site or a link you text. Answers land on the lead.

What stays connected

The form can live on your ServiceFlow site or a link you text. Answers land on the lead.

What you stop renting

ServiceFlow Pro stands in for a separate form builder.
  • HVAC intake forms on the same customer record as the job
  • Answers become the lead instead of a spreadsheet row
  • The office starts the job from the same form

Questions