The second screen after approval. It asks for legal name, mailing address, contact details, co-signer, property, lender, source of funds, permits and HOA — only the sections you switched on. Submitting writes the contract and opens it, priced from the quote they just approved. Coming back later jumps straight to the contract. Built for post-frame and barndominium builders, so it asks the questions a rural build actually raises — who owns the land, who's lending, whether there's an HOA.
Also called: intake form · customer information form · collect legal info · onboarding form
The legal details are collected the minute they approve
Try itApproval carries the customer straight into a form for everything a contract needs and a quote never collects: legal name, mailing address, contact details, co-signer, property and ownership, lender, source of funds, permits and HOA. Anything you already hold is filled in. This is the stretch where jobs stall — three emails asking for the same fields, a week apart, while the customer cools off.
A signed quote waits a week for the contract because the office is three emails into chasing a legal name, a mailing address and a lender.
A customer who just said yes is at their most willing. Asking for the details in that minute — with everything you already hold filled in — gets them while the excitement lasts, and the contract is ready the same day.
The contract is written from the form, not typed from scratch
Submitting fills your own contract template with the customer, project and estimate facts — payment schedule lines included — and saves the finished wording. The figures come from the approved quote instead of being retyped — retyping is exactly where the deposit in the contract stops matching the deposit in the quote — and they are the customer's prices, every markup built in and the same total their page showed, so the agreement never prints a line at your cost. And because the wording is frozen once written, editing your template later cannot change an agreement somebody already signed.
The office retypes the figures into the contract, transposes two digits in the deposit, and the customer notices before you do.
Nobody likes retyping what's already on file — and the customer notices every mismatch. Filling the contract from the form and the approved quote removes the retyping where mistakes happen, and the office gets an hour back on every job.
Ask a cash buyer for a loan number and they stop filling it in
Try itEvery section is a switch — set house-wide, and adjustable for one customer without changing it for everyone else. A cash job drops the lender block; an insurance rebuild keeps it. Required fields are only enforced when that section is switched on, so a shorter form is genuinely shorter, not just shorter-looking.
A cash buyer is asked for a lender, a loan number and an insurance certificate, decides the paperwork is too much, and stops halfway.
Every question a customer doesn't need to answer is a reason to quit. Switching sections per job makes a shorter form genuinely shorter, so more customers finish it and the job keeps moving.
A single first name is refused
The form rejects a one-word name and asks for first and last, because that value flows into the contract and into your accounting record. Pre-fill deliberately leaves the field blank when the name you hold has no space in it — so a partial first name cannot be submitted as a legal name by a customer tapping through.
The contract and the first invoice go out to "Mike", the bank won't accept it, and the paperwork goes round again.
A legal document needs a legal name, and nobody wants to redo a contract. Refusing a one-word name — and not pre-filling one — means the agreement and the accounting record are right the first time.
ID, proof of ownership and insurance come in with the form
Optional upload sections take a photo or a document straight off the customer's phone and attach it to the same submission — so evidence you need before breaking ground does not become a separate email thread a week later. A Same as mailing address button fills the build-site fields in one tap, which for most rural owners is the same property and two fewer chances to mistype an address onto a legal document.
The ID and the deed arrive a week later in a separate email thread, just as the permit application needs them.
Customers will hand over documents once, not three times. Taking the photo straight off their phone with the form keeps everything for breaking ground in one place — and Same as mailing address saves rural owners typing the same property twice.
- 1Approval carries them straight into the form
- 2Everything you already hold is filled in for them
- 3They only see the sections you switched on for this job
- 4They can upload ID, ownership proof or insurance on the same screen
- 5They submit, and the contract is written and opened
Contracts need legal names, addresses and lender details a quote never collects, and chasing those by email is where a signed job stalls for a week. The form opens the second they approve, while they are still in the room, instead of waiting behind a release step. Pre-filling is deliberately cautious: a partial first name carried over from your contact list would otherwise sit in the box and get submitted as the legal name on a contract.
- Contract drafting blocked on missing legal details
- Partial CRM names ending up on legal documents
- Multi-email back and forth to collect the same fields every job
Turn intake questions on and off
Identity, mailing address, contact, co-signer, property, lender, source of funds, permits and HOA, photo ID, proof of ownership, insurance certificate. Tick what you need, untick what you don't. A section the customer never sees leaves nothing behind, and the contract wording closes up around it rather than breaking.
Co-signer and spouse on the agreement
An optional section for a co-signer's name, relationship, email and phone. The contract then either names them as jointly responsible for the terms, or prints an explicit "not applicable — customer signs solely". It never prints a blank.
How they are paying, on the record
Two optional sections: how the job is funded, and who the lender is when it is financed. The contract prints the funding source and names the lender and loan number when there is one. Your review screen shows the same before you release the agreement.
Permit number and HOA approval, before the build
An optional section for the building permit number, the HOA's name, and whether the HOA has actually approved it. Both show up on your Review & Send screen, so you see them while you still have room to move the start date — not after the crew is booked.
Photo ID, deed and insurance certificate from their phone
Each upload is a section you switch on or off. The customer picks the file and it lands with the rest of their answers. Your review screen shows which documents arrived, by filename, and nothing more.
Build site address, even when there isn't one yet
Mailing address and build site are captured separately and in proper parts. A site with no street address gets map coordinates from a dropped pin, so the delivery driver and the crew have somewhere real to go. The site's state is what sets the governing law on the contract.
Their answers correct their customer record
When the form is submitted, the details the customer stated themselves are written back onto their record. Only filled-in answers are used, so a blank never wipes something you already had.
Nudges when the customer goes quiet after signing
The platform watches for customers who signed but never finished the form in the last seven days. At each mark it raises an alert for you and sends the customer a branded reminder linking straight back to their form. Nobody is nudged twice for the same stage.
A first name on its own is refused
First and last, or it does not submit. And if the name you already hold is a single word, the box is left blank on purpose rather than sitting there pre-filled and ready to be sent.
Same as mailing address
It fills all five address lines in one tap and leaves ownership status alone. It stays greyed out until there is a mailing address to copy, so the button always does something. The build-site street line also finishes the address for them.
The customer attaches ID and paperwork from their phone
Photo or document, taken or picked on the phone, attached to the same submission. A green line confirms the file name once it lands. The sections only appear if you asked for them — a job that needs none never shows them.