New Customer Form

Start a form

1. Click + New Task > New Customer Form.
2. Choose how the customer fills it in:
   • Print New Customer Form - a paper copy.
   • Send by Text - enter the customer's mobile number, ask them the question shown and tick that they agreed, then click Send. They fill it in on their phone.
   • Send to Kiosk - it opens on the iPad at the counter.

Follow it in Needs Immediate Attention

• A blue card shows the form was sent - Cancel makes the link stop working.
• When the customer submits, click View new customer information. Click any answer to copy it, then paste it into your shop management system. The vehicle is split into year, make, model and so on.
• Click Done - remove card when you're finished. A form nobody filled in expires after 72 hours.

The board never shows the customer's details - only that a form is waiting.

Choose the questions (Administrator Managers)

Open Shop Settings > New Customer Form.

1. Change a question's type or wording, tick Required, change the order, or Remove it.
2. + Add question adds one - name, phone number, email, vehicle (year, make, model, plate, mileage), a short answer, or an issue or concern (large text box).
3. Print preview shows the paper version. Click Save.

Forms already sent keep the questions they were sent with. Reset to default brings back TEKTUNE's standard questions.