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Your lead capture form

Scheduling, comms & AIUpdated

Every business gets a shareable public lead form — a page anyone can fill in, no account needed. Enquiries land on your Leads page and you get notified straight away.

Share and set up your form

  1. Open Leads in the sidebar. The banner at the top — Your public lead form — shows your link (like /leads/your-business-name). Tap Copy link and paste it into your website, socials, or email signature.
  2. Go to Settings → Public lead form to set your website URL (shown as a See our work button after someone submits), a notification email, and a notification phone.

What the client sees

The page carries your business name and the heading Tell us about your project. They fill in Your name, Phone, Email, a Job type (Bathroom, Kitchen, Laundry, or Other), a Timeframe, and Tell us a bit more, then tap Send enquiry. There is deliberately no budget question — that conversation is yours to have later.

When an enquiry lands

You get an email straight away — it falls back to the owner's email, so it works out of the box — and an SMS if you've set a notification phone. The lead appears on Leads and on the dashboard's Needs attention panel. When you're ready, tap Convert on the lead row: one step creates the customer and a job from the lead's details, then lands you on the new job's page. The lead row stays on the list, marked as contacted. Walk-in or phone enquiry? Add it by hand with + New lead.

Still stuck?

If this guide didn’t sort it, email us — tell us what you’re seeing and which job or quote it’s on.

hello@smartm8.com.au

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