Client Forms · Pro + PyME
Collect the details before the work begins
Start from a template, choose the questions, and share a published form. Review each response and connect it to the right client record.
Start 7-day trialPlans: Pro and PyME
What stays in reach
The essentials for this part of the work.
Question builder with required fields and reordering
Appearance settings and a public sharing link
Private response review and explicit client linking
Build
Ask for the details the next step needs
Start with client intake, a contact request, feedback, or a blank form. Add text, contact, date, choice, and rating questions; set required answers and reorder the fields. Choose the appearance, form language, submit label, and confirmation message before publishing.
- Ready-to-edit templates
- Required questions
- Field order
- Appearance and confirmation
Share and review
Keep the response connected to the client
Save a draft, then publish the version respondents will see through your sharing link. Draft edits stay separate until you publish again. Review submitted answers in the workspace and choose whether to link a response to an existing client or create a client from its contact details.
- Published public link
- Saved drafts
- Response details
- Client association you choose
Questions about this feature
Direct answers before you add this process to the day.
Which plans and team roles can manage Forms?
Forms is included with active Pro and PyME access on SaaS web for owners, admins, and managers. Individual and the seven-day Individual essentials trial do not include it.
Does a client need a FacturaOS account to respond?
No. Anyone with a valid published link can open the form and submit answers. The sharing link does not expose stored responses; authorized workspace users review them privately.
What happens when I edit or stop sharing a form?
Saved edits remain a draft until you publish them. Unpublishing or archiving the form stops public submissions. Submissions also require the workspace to retain eligible plan access.
What can I collect in this version?
Use text, email, phone, number, date, choice, checkbox, information, and rating fields. This web version uses sharing links; file uploads, external embedding, email delivery, and custom domains are not included. Ops mobile authoring is planned.
Client Forms · Pro + PyME
Bring the next step into one workspace.
Open your business account and keep this work connected to the rest of the day.