In-person customer intake on a tablet or phone — answers flow into the right modules automatically.
In-person customer intake on a tablet or phone — answers flow into the right modules automatically.
What's included
Wally proposes industry-tailored questions; you map each one to a target (Contact, Account, Field Service job, Property, Documents, Booking, Event, Article)
Free-form questions use submission-time AI routing — one "anything else?" answer can split across multiple destinations
One-tap "Hand to customer" toggle swaps between staff-led entry and customer-led entry mid-form
Public shareable link, embeddable Builder block, and a clean review inbox for every submission
Collect payment on submit — one-time or auto-renewing (yearly/monthly), on your branded embedded checkout, at cost
Auto-commit mode for forms you trust; review-and-confirm by default
Optional per-form email notification the moment a submission lands — to your owners/admins or any address you choose
Route a form into Articles — a call for submissions, a press-release inbox, a community bulletin — and every submission lands in Pending Review for a person to approve; it can never publish itself
A Link question checks the web address a person types and can turn it into a button on the published article — "For More Information" on a news story, or the ticketing link on an event
About this module
Intake Forms is what happens when a clipboard meets Turtini. Wally proposes industry-tailored questions; you map each one to a target (Contact, Account, Field Service job, Property, Documents, Booking, Event, Article). Free-form questions use submission-time AI routing — one "anything else?" answer can split across multiple destinations.
One-tap "Hand to customer" toggle swaps between staff-led entry and customer-led entry mid-form. The same form works on a service-counter iPad, at a trade-show booth, or as a public link.
Ask for anything: short answers, choices, a payment, or a file — add a File attachment field and the person uploads a signed waiver, a resume, or a certificate of insurance right on the form. Build fast, too: drag questions into the order you want, duplicate a form to spin up a near-identical one without starting over, and delete the ones you are done with — all from the forms page.
Turn on a per-form email notification and your team hears about a submission the moment it lands — sent org-branded to your owners and admins, or to any addresses you choose.
Point a form at Articles and it becomes a call for submissions: map the headline, the story, the photo and the tags, and each submission arrives in the Pending Review tab of Articles for a person on your team to approve. It still lands in your inbox and your CRM as well. Submitted articles are internal and undated until someone approves them, so a public form can never turn into an anonymous publishing pipe.
What you can do with it
A plumber's service-call intake: customer fills it on the company iPad; Field Service job + Contact + Property record all populate
A medical practice's new-patient intake feeds into Care module
A trade show booth captures lead data that flows into Accounts + Opportunities
A restaurant captures dietary restrictions for a private event booking
Get this module
Free for all Turtini organizations.
Who it's for
- Service businesses with in-person intake (HVAC, plumbing, healthcare, salons)
- Trade show + event vendor staff
- Small offices replacing paper clipboards with structured digital intake
Details
- Category
- Operations
- Pricing
- Free
- Built by
- Badge
- New