How to

Let customers ask you for something

A public form whose answers become a customer record and a task, without anyone retyping them.

1
Build or publish the form and set what its answers should create.
Work · forms
2
Put the link on your website, in an email, or behind a QR code where customers will see it.
3
Answer the task that appears when somebody submits. It carries everything they told you.
Work
A submission creates the customer and the task and nothing else. It never opens a contract or moves stock — those start billing and commit inventory, and are decisions only you can make.

Worth knowing