Service Intake Form
The brief the client fills in while ordering — built per service, with conditional logic.
Overview
Each service can carry its own intake form, so ordering and briefing happen in one step. What the client submits arrives on the order as Project Data, which is why a well-built form removes most of the back-and-forth before work starts.
Field Types
Text
Textarea
Select
Checkbox
Radio
File Upload
Date
Textarea
Select
Checkbox
Radio
File Upload
Date
Conditional rules: show, hide, or require a field based on an earlier answer — so clients only ever see the questions that apply to them.
Where it lands: submissions appear as Project Data on the order, editable and exportable to PDF.
Where it lands: submissions appear as Project Data on the order, editable and exportable to PDF.
Tips & Best Practices
Use conditional rules instead of a longer form. A short form that branches gets finished; a long one that asks everything up front gets abandoned.