Website Contact Form

For a product overview, see /features/contact-form. This guide covers embedding and responding to form leads.

Set up

1. Go to Settings → Widgets → Contact form.
2. Enable the form and choose whether to auto-create a customer on every submission.
3. Copy the embed code and add it to your website.
4. Optional: match colors under Settings → Widgets → Appearance.

Handle inquiries

1. New submissions appear under Form leads with an unread badge in the sidebar.
2. Open a thread to read the message and reply by email from SpringOS if needed.
3. Convert the lead to an estimate or job from the customer record once you've qualified them.