Forms, bookings and quotes
Make it easier for customers to enquire, book or get a quote, and give your team the information it needs to take the next step. We plan the journey, build the tools and connect the systems behind them.
Forms, booking journeys and quoting tools · Custom quoted around your requirements
Sounds familiar?
Enquiries arrive without the information you need
Your team has to ask more questions before it can reply, price the work or pass it to the right person.
Booking takes too much back and forth
Customers and staff exchange messages to find a time, confirm the details or arrange a deposit.
Every quote starts from scratch
The same questions and calculations are repeated, even where parts of the pricing could be handled by a tool.
Make it easier to enquire or book
Questions customers can answer
We design questions around what customers need to do and what your team needs to know. Conditional questions can keep a longer form manageable.
Booking around your availability
We configure appointment types, availability and confirmations, and connect booking to your calendars. We’ll work through cancellations, changes and team allocation with you.
Quote calculators and guided requests
We build quote calculators and guided choices using your pricing rules. Customers will know whether the result is an estimate, a fixed price or something your team must review.
Payments and confirmations
We can add deposits or payments when the platform supports them. Confirmation emails, reminders and documents help customers understand what happens after booking.
Information where the work happens
We send enquiries and booking details to the CRM or business system where your team handles the work. We’ll make sure someone is responsible for the follow-up.
Testing and an editable handover
We test questions, calculations and error messages on desktop and mobile. You’ll know which parts you can edit and which need developer support.
Behind the form
Understand the journey
We’ll review what customers are trying to do, the information you need and how your team responds.
Agree the rules and scope
We work through the questions, pricing rules, availability and connections, then confirm the scope and cost.
Build and connect
We build the form or tool and its confirmations, then connect it to your systems. Your team can review decisions that shouldn’t be automatic.
Test and hand over
We test complete enquiries, bookings and quotes, then show your team how to manage the tool before launch.
One we did
Back Up Trust · Charity
Making it easier to ask for help
After a spinal cord injury, a web form is a cold place to start. So we designed something warmer for Back Up Trust. People choose the support they want, then start a conversation with someone who understands.
Read the case studyQuestions
No. We review your existing setup first. Gravity Forms and FluentBooking are options we work with, but we can also assess other services or build a custom tool where the requirements call for it. The recommendation follows the journey you need to support.
Yes, where the pricing rules and required information are clear. We can build an estimate or a fixed-price calculation, with assumptions and exclusions shown. Work that needs judgement can be routed to your team with the useful details already collected.
Often, but it depends on the calendar, booking service and payment provider. We check their capabilities and agree the availability, payment and confirmation rules before building. Any licence or transaction charges are identified separately.
We agree which questions, messages and settings your team should be able to edit and provide a suitable handover. More involved calculations or custom integrations may need developer changes. Ongoing support is available and scoped separately.
Also under systems and automation
Integrations and workflows
Connect your existing services and build the tools your team needs. From APIs and workflows to internal web apps, we can develop the setup, add AI where it helps and provide hosting and support.
AI implementation
Use AI where it helps your team handle information, prepare useful drafts or find answers. We assess the task, build it into a practical workflow and agree the checks needed before it goes into use.
Tell us what customers need to do next
Send us the form you use today, or describe how you handle bookings and quotes. We’ll look at the customer experience and the work it creates for your team.
