With our Service module, you can add a piece of code to a page of your company website where your clients can fill out information about themselves and the help they need which will then populate in your list of "Pending" Service cases.
Service Form Settings
First, head into Service>Settings and scroll down to the "Service Request Form For Your Company Website" section.
In this section click the Create/Edit Form button to open a window where you will select which fields will populate on the form on your website and which fields are required by your client to fill out. In the Redirect URL field, type in a URL from your website to direct where the client will be taken upon form submission. (You will want to use this redirect field to take the client to a thank you page or some other confirmation page that you have on your site.)
Once you click Save, you can then copy the HTML code snippet by clicking the Copy Snippet button which will add the code to your computer's clipboard.
With the code snippet copied, head to your website and add the HTML code copied from Jetbuilt into a page of your website and use whatever styling methods you're using on your site to make sure the form/fields match your company's branding.
When a Form is Submitted
After a client goes to your site, fills out the information, submits the form, and is redirected to your Redirect URL, a new case will be created in Jetbuilt under the "Pending" filter with the Case Name of "Web Form Submitted - Follow Up" in red text. The Client and Project columns will have "Pending" as temporary placeholders.
NOTE: For "Pending" cases, there is the ability to mass delete them.
When a "Web Form Submitted - Follow Up" Case is Clicked
When you click on the client name of the web-form case, a new "Complete Web Submitted Case" window will appear where you can create the Service case based on the information supplied by the client. Everything the client submitted will appear in yellow text in the section at the top of the window for your reference.
You can then use that information to verify the correct client, contact, and project (if necessary) is selected and that the service address submitted by the client (which auto-populates) is correct. If not, make changes as needed!
Once you're ready, create the Service case and you're ready to track the case inside Jetbuilt!
We hope this helps! If you have any questions, please reach out to support chat!