Set Up Request Forms

What this guide covers

This guide explains how to set up web-based request forms that your customers can fill out on your website. Form submissions automatically create requests in JobsiteOn.

How request forms work

A request form is an embeddable web form that connects to JobsiteOn's intake API. When a customer fills it out:

1. The form data is sent to JobsiteOn.
2. A request is created with source set to "Web Form."
3. The contact is matched or created automatically.
4. The request appears in your request list.

Creating a form

1. Navigate to /settings > Requests > Forms.
2. Click New Form.
3. Configure the form:
   • Form Name -- an internal label (e.g., "Website Contact Form").
   • Fields -- choose which fields to include.
   • Required fields -- mark fields as mandatory.
4. Click Save.

Screenshot: The form builder showing available fields with drag-and-drop ordering and required toggles.

Available fields

Field	Description
Name	Customer's full name
Email	Contact email address
Phone	Contact phone number
Address	Service location address
Description	What the customer needs
Preferred Date	When they would like the work done
Priority	How urgent the request is
File Upload	Attach photos or documents

Embedding the form

After creating the form:

1. Click Get Embed Code.
2. Copy the HTML snippet.
3. Paste it into your website where you want the form to appear.

The form adapts to the container width and matches basic styling.

Animation: Copying the embed code and pasting it into a website builder, then seeing the form render on the page.

Customizing appearance

Use the Style tab on the form builder to:

• Set the submit button text.
• Add a success message shown after submission.
• Adjust the form accent color to match your brand.

Testing the form

1. Open the Preview tab in the form builder.
2. Fill out the form and click Submit.
3. Check the request list to verify the submission appeared.

Tip: Test the form on both desktop and mobile before sharing the link or embedding it on your website. Ensure all required fields work correctly.

Note: Form submissions are rate-limited to prevent abuse. If a customer reports they cannot submit, check if they are hitting the rate limit or if their browser is blocking the form script.

Related articles

• Track Incoming Requests
• Create Requests from Email
• Configure Request Notifications