Consistent project qualification
Ask about scope, property, location, urgency, budget range and decision timing.
FOR CONTRACTORS & TRADES
Qualify the job before you drive to the site.
Turn vague calls and messages into structured project enquiries, then offer a site-visit time when the opportunity fits.
Free to start No credit card Publish in minutes
Customer view
Oakline ProjectsSite visit request
SELECTED SERVICEProject assessment
60 minAVAILABLE TIMETomorrow, 10:30 AM
TEAM MEMBERNext available
DETAILS TO PREPARE Project scope Location Budget & timing
One new request sent to your Inbox
Trade-specific questions Photo uploads Site-visit availability One project request
FEWER WASTED SITE VISITS
Know whether the job fits before committing the diary.
A name, phone number and one-line description rarely tell you whether a project matches your service area, scope or timing.
Common problems this flow replaces
- Incomplete project details that trigger repeated calls
- Jobs outside the service area or type of work offered
- Site photos scattered across separate messages
- Site visits booked before budget and timing are understood
Questions for each trade
Build distinct flows for installations, repairs, renovations, landscaping or maintenance.
Book suitable site visits
Offer valid assessment times only after the customer has shared the required context.
A complete enquiry record
Review customer details, answers, images and appointment information from the same Inbox.
ONE CUSTOMER JOURNEY
From first question to confirmed appointment.
Customers complete one clear flow. Your team receives one organized request.
Select the work type
The customer chooses the service or project category that best fits the job.
Share project context
Scope, property details, location, timing, budget and photos establish fit.
Choose a site visit
Qualified enquiries can select an available assessment time when that is the right next step.
Review before travelling
The trade team sees the full request and can clarify details before the visit.
BUILT AROUND YOUR SERVICES
Use it for the appointments you already offer.
Start with one service, then create a customer path for every service that needs different questions or availability.
Create your first flow- Renovation and extension enquiries
- Electrical assessment requests
- Plumbing and HVAC projects
- Landscaping consultations
- Painting and decorating quotes
- Property maintenance requests
AFTER THEY SUBMIT
Every detail stays attached to the customer request.
No copying answers between tools. Review intake details, booking time and contact information together, then continue on WhatsApp when it makes sense.
Inbox
New requestAK
New Project assessmentCustomer details + appointment
NowSTATUSNew
APPOINTMENTTomorrow · 10:30 AM
DETAILS4 answers collected
COMMON QUESTIONS
Know what customers will experience.
Can I qualify a project before offering a site visit?+
Yes. Collect the job type, location, scope, timing, budget range, property access and photos first, then decide whether to share booking availability.
Can different trades use different forms?+
Yes. Create separate enquiry experiences for electrical, plumbing, landscaping, renovation or other services so each one asks relevant questions.
Can customers upload photos of the work area?+
Yes. Forms support image uploads, which remain attached to the saved customer response for your team to review.
Does SlotForm create estimates, contracts or invoices?+
No. SlotForm captures enquiries, booking context and customer responses. Estimating, contracting and invoicing remain in your existing business process.
START FREE
Make the next customer request easier.
Build a branded intake and booking flow for your business. No credit card required.
Create your workspace