Job Intake Form
Turn customer requests into structured records with this public intake form template. Capture customer and location data, service requirements, priority, budget, site conditions, attachments, scheduling preferences, and separate on-site contacts. Conditional sections gather inspection or installation details only when relevant, while a unique request ID supports later updates to the same job. Connect the form to Airtable or map its fields through Power Automate, Make, or Zapier for proposals, scheduling, and reporting.
This template is inspired by a customer story from Northern GeoSeptic, which uses Plumsail Forms with Airtable to collect job and client information and reuse it in later workflows and documents.
Structure and logic of the form
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The job intake form is organized into five steps using the Wizard container.
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When Service address is the same as billing address is selected, the alternate job-address section is hidden and billing address values are copied to the service address.
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Inspection questions appear only when Inspection is selected. Installation questions appear only when Installation is selected. A separate on-site contact section is also shown only when the contact differs from the main customer. These behaviors use conditional rules in the Hide property.
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Plans, photos, and supporting documents can be added using the Attachments field.