Automate your Mobile Mechanic Business with Paperform. Enjoy easy online booking, job management, invoicing & purchase order management and more.
You can also start a form from scratch if you would like; however, using a template is a great way to get off the ground and familiarize yourself with Paperform.
It is simple to edit or remove the heading of the form by clicking on the text. This is the same for anybody of text throughout the form. Likewise, if you wish to edit any of the questions on your template, simply click on the question text and do as you please.
If you want to make a body of text shorter or simply delete it, you can highlight the text as though you are working on a word doc. You also have the option to change the positioning of your text, the font, and the font size.
This template has a cover image added to give a personal feel to the form. If you wish to replace or remove, click on the image and a toolbar will appear above. Click the picture icon to replace the image with a file of your own or simply click the 'X' icon to remove the image entirely.
You can add a body of text, image, or question anywhere on your form builder by simply clicking the area on which you wish to create. A small toolbar will appear on the left, from this you can choose what you wish to add to your form by clicking the corresponding icon.
Now that you have changed the basics of your form it is time to make the form more personal to you. In the top right corner of your form editor is the 'Theme' icon.
Once you click on this you will enter your theme settings, from here you can personalize your form. Simple changes such as the font and color of text can be done from here while you can edit the font and appearance of your text in more detail from the 'Typography' tab.
The look and feel of your buttons and questions can be edited from the 'UI Elements' tab, while you can change the background color and even upload a background image from this tab as well. Have a play with making this form more 'YOU'.
To edit your questions, simply click on the Configure icon that lays on the right-hand side. From here you have the option to choose your 'Question-type', change the visible settings, edit the answers, and more.
This particular template has the 'Appointment' question type. We are using this to prompt the submitter to choose a day they would prefer to have their vehicle serviced. You have the option to edit the booking set-up, change your availability and allow your submitter to choose a time rather than day. Furthermore, you can connect your Google Calendar to the Appointments, this will then mark already booked time/day slots as unavailable.
Click the 'view" button to go to the live form. Fill in the form and submit it. You can access submissions via the dashboard.
After a client has chosen the date they wish to receive their vehicle service and submitted the form, we want to send them an automatic confirmation email. This email should contain the details of the submitter as well as any responses to questions you deem important.
To set up a confirmation email that will automatically send once a customer has submitted their form simply go into After Submission > Emails. Then click 'add email' follow the prompts and create your automatic email. You can pipe answers from your submitter into this section such as their email or name. Find out more about answer piping.
Keep all your clients' details in one easy to read location. Our integration with HubSpot, a leader in Customer Relationship Management, makes it easier to connect with your clients and keep that relationship blossoming. You can take control of your emails, reporting, goals, and more. To connect simply go into After Submission > Integrations & Webhooks, Click on the HubSpot icon and follow the prompts.
Before making your form live and begin accepting bookings from excited students, you’ll want to do the following:
You're done! You can get the URL or embed code of the online order form under the Share menu in the form editor.
Happy form making!