All steps of your form at a glance

Which steps each form type starts with

A new form comes with a set of steps already in place. You can add more or remove some afterwards.

Form type	Steps in a new form
Repair leads	Start screen, Brand & Model, Defect, Device Security, Mail in or drop off, Contact Details, Address, Terms and privacy, Signature, Thank you page
RMA and warranty	Start screen, Brand & Model, Defect, Serial number, IMEI, Purchase date, Original invoice number, Photos, Device Security, Contact Details, Address, Terms and privacy, Signature, Thank you page
Kiosk mode	Start screen, Brand & Model, Defect, Device Security, Contact Details, Address, Terms and privacy, Signature, Thank you page
Service agent mode	Start screen, Brand & Model, Defect, Device Security, Contact Details, Address, Terms and privacy, Signature, Print

If you picked the price search widget for repair leads, the “Price search” step is added right after the start screen.

The basic steps of a repair intake form

You edit the title, subtitle, placeholder and button of every step right in the preview. The table shows what else you set up. In service agent mode, your team goes through the steps with the customer.

Step	What the customer does	What you set up
Start screen	Sees your welcome message and gets started.	Only the texts. This step is always first.
Brand & Model	Enters the brand and model of the device.	“Required” on or off.
Defect	Describes what is wrong with the device.	“Required” on or off.
Device Security	Picks passcode, unlock pattern or no lock and enters the code or pattern.	The texts of the three answers.
Contact Details	Enters their name, email and other contact details.	“Required” on or off for each field.
Address	Enters their address.	“Required” on or off for each field.
Terms and privacy	Reads your terms and agrees.	The terms text and the consents.
Signature	Signs on the screen.	“Required” on or off. It’s on by default.
Thank you page	Sees a confirmation or a QR code at the end.	What shows at the end, links and the Done button. More in Edit the steps of your form.

Contact details and address

In these two steps you decide for each field whether the customer has to fill it in. The table shows how the fields are set in a new form.

Step	Required by default	Optional by default
Contact Details	First name, last name, email	Telephone number, company
Address	Street and number, postal code, city	Additional address information, country

Terms and privacy

A new form uses the repair terms from your job receipt as its terms text. You can change the text right in the preview. The change only applies to this form, your job receipt stays as it is.

Under “Consents” you list what the customer says yes to. A new form has one consent, and it is required.

1. Click “+ Consent” to add another one, for example for your newsletter.
2. Write the consent text in the preview.
3. Use “Required” to decide whether the customer can continue without ticking it.

New consents start out optional. Leave a newsletter consent that way. To remove a consent, click the cross next to it.

Add-on sales: add-on services and add-on items

Two steps let you offer your customer something extra during the booking. You’ll find them under “Add step” in the group “Prices and add-on sales”.

Step	What for	Where the offers come from
Add-on services	Services such as a data backup	Your services
Add-on items	Items such as a screen protector or a case	Your stock

The answer “No thanks!” always stays. That way every customer can say no.

Set up add-on services

1. Add the step “Add-on services”.
2. The step already has an answer for data backup, still without a service behind it. In the preview, click “Set a price” below that answer.
   

   

3. Create the service “Data backup” with your price and save it. It replaces the text answer.
4. Pick more services on the right under “Offered services”. If one is missing, create it with “+ New service”.

Each service shows up in the form as its own answer with its price. To remove an answer, use “Remove answer” in the preview.

Set up add-on items

1. Add the step “Add-on items”.
2. On the right under “Offered items”, pick the items from your stock, for example your screen protectors. If one is missing, create it with “+ New item”.
3. In the preview, remove the answer “Yes, please show me screen protectors and cases” with “Remove answer”. It is just text and otherwise stays next to your items.

Each item shows up in the form as its own answer with its price. As long as no item is linked, the preview shows “No products linked yet, so nothing is added to the job.” and the button “Add products”.

RMA and warranty claim forms

With the form type RMA and warranty, customers and partners submit warranty claims online. Each claim becomes a service request that your team checks and approves.

Right after the “Defect” step, the form asks about the device and the purchase. That gives your team what it needs to check the claim.

Step	What the customer provides
Serial number	The serial number of the device
IMEI	The IMEI, 15 digits long. On phones, dial *#06# to see it.
Purchase date	When they bought the device
Original invoice number	The number on their purchase receipt
Photos	Photos of the device or the damage, also a PDF such as the receipt or a short video. Up to 5 files, 10 MB in total.

By default, these details are optional. If you always need the purchase date, for example, open the step and switch “Required” on. “Photos” has no “Required” switch.

You can use these five steps in the other form types too, for example the IMEI in kiosk mode. You’ll find them under “Add step” in the group “Device details”. They always come before the signature.

To turn the service request into a job, see Bookings from your form and the analytics.