Ask for what the work needs
Collect preferences, project details, reference files or an approved acknowledgment using supported form questions.
For example Get the finish preference before you arrive at the job.
GET THE DETAILS BEFORE THE VISIT
Customer intake forms, signed on their phone.
Create customer intake forms, consent forms and signature requests in KadePay. Kady can help draft the form; clients sign in and complete their own answers on their phones.
Pay-As-You-Go starts at $0 per month. Usage and payment fees apply.
Find the answer with the customer
Responses stay linked to the business and customer for staff review and the customer's permitted access.
For example Review the previous request without searching an old message.
Start with a conversation
Tell Kady what the form should ask. Review the draft and required fields, then save and share.
For example Create a short new-client intake with a signature field.
See how the tools work together
CLEAR ANSWERS
A few things
worth knowing.
Can customers answer without signing in?
They sign in to submit and read their own answers.
Can staff sign a form for the customer?
Signature forms must be completed by the customer. Staff cannot enter or edit signed answers on their behalf.
YOUR WORK COMES FIRST
Make room for more of it.
CHOOSING YOUR BUSINESS TOOLS
Compare the workflow before you choose.
Explore documented features, cost questions and relevant alternatives.