Lead capture add-on

Capture real leads, not just page views.

Build quote forms, intake flows, and lead capture right on your Jot page. Collect the details you actually need β€” photos, files, project specs β€” before you ever pick up the phone.

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Custom fields for quotes, intake, and support requests

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Collect photos and files before follow-up starts

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Keep every submission visible instead of buried in email

Features

More than a contact form

Multi-step lead capture

Ask the right questions in the right order so better-fit leads finish the form instead of dropping off.

File uploads built in

Collect photos, PDFs, and job details before your team ever picks up the phone.

Instant follow-up alerts

Send submissions to the right inbox fast so quote requests and support issues do not sit overnight.

Submission dashboard

Review, sort, and export every submission from one place instead of chasing email threads.

How it works

Set it up once. Leads come to you.

01

Add a form block to any page and choose the fields that match your workflow.

02

Route people through a shorter lead form or a more detailed intake depending on what they need.

03

Review submissions in your dashboard and follow up with context already attached.

Scenarios

Where teams use Forms

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Home services

A roofing company uses a multi-step quote form to collect address, project type, and roof photos before dispatching an estimator.

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Client intake

A med spa routes new patient inquiries through one intake flow so staff can review goals, preferred locations, and availability in minutes.

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Event lead capture

A sales team sends trade show scans into a simple form so every rep gets clean contact info and notes back in the dashboard the same day.

FAQ

Common questions

Can I build more than one form?

Yes. Use separate forms for contact requests, quotes, onboarding, event capture, or anything else on your Jot pages.

Where do submissions go?

They show up in your dashboard and can also trigger notifications so your team can respond quickly.

Can I export the data?

Yes. Export submissions when you need to review leads offline or move them into another workflow.

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