Customer Intake Forms

Now you can checkin customers like a pro with the customer intake forms built into the OrbisX CRM for detail shops. Checkoff damage on a vehicle and checkoff any upsells the customer wants for their vehicle. Get the customer’s signature too so it’s all official. The customer is then emailed the intake form as well and you can see all the notes and the form details right on the appointment in the calendar or from the customer’s profile page