Why customize these forms?
When a customer logs into the Client Hub and clicks "Request a Quote" or "Request a Job," they fill out a form. You can control which fields appear on this form to prevent back-and-forth emails.
Step 1: Access Request Settings
Click on your Avatar in the top right corner of the dashboard.
Select Settings from the dropdown menu.
Navigate to Request.
Select Client Hub Request Form.
Step 2: Choose Form Type
You will see options to edit the form for either:
Job Request: For customers ready to book work.
Quote Request: For customers asking for pricing.
Select one to open the editor.
Step 3: Configure Fields
You will see a list of available data fields (e.g., Name, Email, Property Address, Date Range, Services, Attachments).
Next to each field are two important toggles:
Visible: Turn this ON to make the field appear on the form. Turn it OFF to hide it completely.
Required: Turn this ON to force the customer to fill this out before they can submit the request.
Live Preview: As you toggle these switches, the form preview on the right side of the screen updates instantly, showing you exactly what your customer will see.
Step 4: Save
Once you are happy with the layout, click Save. Your Client Hub will update immediately for all customers.
Need more help?
We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.