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How do I use Work Request Forms?
How do I use Work Request Forms?

Customize the online Work Request Form to allow customers to request services and share contact information

Garrett avatar
Written by Garrett
Updated over a week ago

The Work Request Form allows your customers to request services for their vehicle straight from your website, and the information they submit will carry over to a newly created estimate in Shopmonkey. You can customize the entry fields on your Work Request Form, giving you control over what information you receive from your customers.

How to customize your Work Request Form

On the Work Request Forms page, the Configuration menu is where you can customize your form:

Set each field to either be Required, Optional, or Hidden from your customers. You will see your changes reflected immediately in the Preview window:

Tip: To test your work request form, click the Send Request button right from the Preview to send the Work Request to your shop. 

  • After your customer submits the form, they will see a confirmation that the work request has been sent.

  • After your customer submits the form, you will see a notification that a work request has been submitted.

  • The Work Request is converted to an estimate with the customer and vehicle information. The estimate will be added to the first (far left) column of your workflow.

Note: an email will also be generated anytime a Work Request Form is sent. The email will be sent to all Admin type users. The email will show the customer information, vehicle information, and description entered by the customer, as well as a link to the estimate generated.

How to add the Work Request Form to my website

At the top of the Work Request Forms page is the Usage section, where you'll find the Full Page Form URL and the Embedded Form Code Snippet code:

To add a link to your Work Request Form on your website, click the Copy URL button to copy the Full Page Form URL. When your customers click on the link, they'll be taken to your Work Request Form on its own page.

For the website-savvy, click Copy Code to copy the Embedded Form Code Snippet for you to embed on your website.

Still have questions? Feel free to reach out to us through the Chat Icon in the bottom right corner of your screen. Thanks for reading!

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