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Lead capture and booking forms

Lead capture forms that turn website visitors into booked jobs

Multi-step booking forms that capture every lead, even visitors who leave halfway. Take bookings inside your service area, embed the form on any website or share it as a link, and let a workflow handle what happens next.

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At a glance

  • Named steps with a progress bar
  • Google address suggestions
  • Service area by distance or ZIP code
  • Leads saved when visitors leave halfway
  • Embed on any site or share a link

The problem

Long forms lose the lead before the last field

A homeowner starts your booking form on their phone, gets halfway and is interrupted. On a single long form everything they typed is gone, and the job goes to whoever answers first.

  • Forms built for desktops

    A wall of fields on a phone screen sends visitors back to search for the next contractor.

  • Requests from outside your routes

    Bookings arrive from addresses far beyond your service area, and someone calls each one back to turn it down.

  • Visitors who leave halfway

    Someone types their name and phone number, gets distracted and closes the tab. That lead never reaches you.

  • Addresses typed wrong

    Misspelled streets and missing ZIP codes turn routing and scheduling into guesswork.

How it works

How to set up a booking form

  1. Open Automations

    Create a workflow with a Website Form trigger.

  2. Build your fields

    Add your questions in Form Fields, and use page breaks to split them into named steps.

  3. Capture unfinished forms

    Set up the Unfinished Forms section, so a visitor who leaves after entering a phone number still reaches you.

  4. Preview, then publish

    Press Preview to see the live form as visitors do, then embed it on your website or share its public link.

What it does

A multi-step form builder made for bookings

Every form is a workflow trigger, so each lead is routed and followed up the moment it arrives.

  • Named steps and a progress bar

    Page breaks split the form into named steps with a progress bar and Next and Back buttons. The thank-you step has Send another for a second booking.

  • Questions that appear as visitors answer

    Fields appear one at a time with the Is filled in rule, so the form feels short. Choose-one questions show as large, tap-friendly cards that move straight to the next step.

  • A month calendar for dates

    Date fields show a month calendar, so visitors pick an open day in one tap.

  • Address lookup from Google

    The address field suggests real addresses from Google as the visitor types. Street, city, state, ZIP, country and coordinates go to your workflow, so leads route by ZIP code.

  • Service area checks

    Set your area by distance from a point, a ZIP code list with wildcards like 760*, or both. Addresses outside it see your own message, and BaseCloud checks again on the server.

  • Unfinished forms

    A visitor who enters a phone number and leaves still reaches you. Fifteen minutes later the workflow runs with what they typed, marked Partial, and a later finish is marked Complete, so the workflow skips repeats.

    • Call partial leads straight back with Call Connect

  • Phone fields set to one country

    Set a phone field to one country, so visitors enter a local number the way they are used to.

  • Embed anywhere or share a link

    Embed the form on any website, WordPress included, or share it as a public link. It is styled to match your website and tells the page when it has been sent.

One platform

Every booking flows into the rest of BaseCloud

The form starts a workflow, and the workflow does the rest, from ringing your team to booking the job on your Dispatch board.

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Step-by-step docs

See every BaseCloud CRM feature

FAQ

Questions buyers ask

Can I embed it on WordPress or any site?
Yes. Embed the form on WordPress or any other website, or share it as a public link. It is styled to match your site and tells the page when it has been sent, so your site can show its own thank-you or record the conversion.
Can it check my service area?
Yes. Set a distance from a point, a ZIP code list with wildcards like 760*, or both. Addresses inside the area book as normal, addresses outside see your own message, and BaseCloud checks the address again on the server.
What happens when someone leaves halfway?
Their lead still reaches you. Once a visitor has entered a phone number, the workflow runs 15 minutes after they leave with everything they typed, marked Partial. A later finish is marked Complete, so your workflow skips the repeat and your team calls partial leads straight back.
Can bookings become Dispatch jobs?
Yes. The workflow behind the form turns each booking request into a job on your Dispatch board, with the address and coordinates from the form ready for routing.
Can I route leads by ZIP code?
Yes. The address field sends the ZIP code and coordinates with every lead, so the workflow assigns each one to the right team or branch. More on automation workflows.
Do the forms work well on phones?
Yes. Named steps with a progress bar and large tap-friendly choice cards make the form quick to finish on a phone, and the address field fills in from Google suggestions as the visitor types.

Capture every booking from your website

Book a demo and we'll show you a multi-step booking form set up for your service area, from the first tap to the job on your board.

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