Easily manage service and support programs that your business offers.
Client Onboarding Form
Streamline your new client onboarding process with the Client Onboarding Checklist Form Template from Formsite. Make a great first impression with new clients and ensure success by defining workflow expectations, deadlines, and more with this client onboarding checklist template. Regardless of whether you work for a marketing agency, a SaaS company, or a law firm, starting out on the right foot by gathering all necessary information during the customer onboarding process will improve customer success rates and retention. Formsite's sample form template includes questions and fields beneficial to most businesses beginning a new client relationship including the date for the first kickoff call or kickoff meeting, phone numbers and emails for team members on both sides of the working relationship, definitions and timelines for initial deliverables, and more.
Because all Formsite forms can be easily tailored to fit your organization and project management style, if this Client Onboarding Checklist Form Template isn't exactly right for the onboarding experience you envision you can edit it with our intuitive drag and drop editor. Once completed, easily embed the form template right into your website or send it out to new customers via email or even social media. All the form data you gather can be exported for use in a wide variety of apps including Microsoft Word, Microsoft Excel, Google Suite, PDF, and your CRM, so staying organized is a breeze.
Maintenance Request Form
Increase efficiency for maintenance work and improve the service request process when you use the Maintenance Request Form Template from Formsite. This simple Maintenance Request Form makes it easy for employees or customers to submit repair requests online. This form could also easily be used as a tenant maintenance request form. Quickly be alerted when a new request for maintenance work is submitted and track the progress of each work order.
Use our prebuilt Maintenance Request Form or customize it to meet the needs of your business with our user-friendly online form builder tools. All Formsite forms are mobile friendly, so users can submit new work order requests from anywhere. Use the work request form to collect pertinent information related to the job. Add fields such as name of requester, contact information, phone number, types of maintenance being requested, and more. All maintenance work requests are printable and can be exported into a variety of formats including MS Word, Excel, or PDF. You can also choose to use Formsite's integration with Google Sheets if you prefer to store Maintenance Request Form data online.
Customer Complaint Form
Improve customer satisfaction and gather customer feedback quickly and efficiently with the Customer Complaint Form Template from Formsite. This simple online feedback form makes it easy for customers to share complaint details. Post the feedback form template directly to your website, share it to social media, or send it directly to customers using a custom link. The form can be used to gather more information and try to resolve the situation with the complainant before the situation is elevated or they leave you a negative review. Ideal for use regarding faulty products or service complaints.
Use our prebuilt form sample or modify the form to meet your needs using our easy-to-use form builder. Collect customer information, along with the type of service or product they are referencing, and other information that would be helpful in creating a resolution to their complaint. Get notified any time a new online form is submitted and export the form data into a variety of file formats including Excel, MS Word, PDF, and more. If the complaint involves an employee, you can also use the form data as a record to provide to Human Resources.
Client Record Form
Improve service and increase efficiency when you use the Client Record Form Template from Formsite. Why make new clients sit in your waiting area filling out a stack of paper forms when they can quickly and easily complete their client information forms online? Give them the opportunity to complete their information on your website prior to their appointment or offer them an electronic tablet upon arrival. You can also share the form on social media using a custom form link. This digital information sheet is perfect for any small business such as a salon business, esthetician, waxing salon, or massage therapy practice.
Use our prebuilt client record form or customize it to meet the needs of your business with our editable form tools. Collect important client details such as contact information, phone number, referral information, any allergies, personal preferences, and more. Incorporate different field styles such as a checkbox or fillable text entry to gather all of the information you need. You can also make the template into a client consent form or liability waiver. Choose to receive a notification anytime a new Client Record Form is submitted and export form data using different formats like Microsoft Excel or PDF so they can be saved to the client profile.
Service Quote Form
Fulfill new quote requests for potential customers fast with the Service Quote Template from Formsite. This easy-to-use price quote template is perfect for small businesses and freelancers who want a fast, efficient, and professional way to quickly deliver a job estimate to prospective clients. The quotation template is fully customizable and can even include a business logo.
Use our prebuilt quote template or create your own using our user-friendly form builder. Include all the fields that you need for your business, such as contact information, quote number, payment terms, quote expiration date, and more. Formsite customers like to use the template as a construction quote template, cleaning service proposal, or a variety of different services. All forms are mobile friendly and can be exported to Excel, MS Word, PDF, and other file formats.
Retail Customer Satisfaction
Improve customer experience at your store with the Retail Customer Satisfaction Template from Formsite. Retail stores have a lot of competition and are now competing with e-commerce retail businesses more than ever. Meeting customer expectations is key to creating brand loyalty and customer retention whether you operate a discount store or a specialty retail store. This simple customer satisfaction survey will help you gather important customer feedback to see how your retail business is performing.
Use our prebuilt template, or modify it to meet the needs of your store. Perfect for both small business shops and large retailers. Find out what customers think about your retail staff members, overall store experience, return policies, how your website performs against other retail industry e-commerce sites, and more. Email customers, embed the form into your website, or share on social media. Data collected can be exported into a variety of formats and used to improve your customer journey and gain customer loyalty.
Restaurant Customer Satisfaction
Make your restaurant stand out among the crowd. The restaurant industry is a very competitive space and customer experience is critical to staying open. Find out how customers rate you with the Restaurant Customer Satisfaction Template from Formsite. This online survey is a quick and easy way to gather feedback on the dining experience at your restaurant. Don't wait for negative online reviews, be proactive about customer perception, and in turn gain customer loyalty. Guest satisfaction is key to running a successful full-service restaurant.
Use our convenient prebuilt template, or get started creating your own restaurant customer survey using our user-friendly form building tools. Ask customers questions related to food quality, speed of service, menu items, wait staff, ambiance, food delivery options, and more. Restaurant owners and managers can use survey feedback on the level of customer satisfaction to make improvements and entice new customers. All Formsite forms are mobile friendly and can be shared on social media to increase participation.
Online Store Evaluation Form
Make sure that your customers have a great user experience online shopping when you use the Formsite Online Store Evaluation Template to collect feedback. There are lots of e-commerce websites found on Google every day. Make sure yours is one of them. This simple evaluation form lets e-commerce sites gather information from their end users regarding customer satisfaction, consumer behavior, ease of use of your website design, and more. When you learn how people like to shop and interact with your webstore, you gain customer loyalty and increase sales.
This user-friendly form is easy to use and will help you bridge the gap between human-computer interaction. Use our standard template or modify it to meet the needs of your online store. Quickly survey your audience when you share the mobile-friendly form on social media channels using a custom link. Export the information you collect into a variety of formats including Excel, Word, CSV, PDF, and more. Use the information gathered to adjust product categories, payment options, shipping options, and other features of your e-store.
General Service Evaluation Form
Streamline the effectiveness of your program with the General Service Evaluation Template from Formsite. This simple form can be used for data collection across a range of different industries and organizations including, but not limited to health care, professional services, small businesses, support services, human resources, and federal agencies.
Use our prebuilt template, or customize the form to meet your organizational needs with our easy-to-use form builder. All Formsite forms are built to be safe, secure, and mobile friendly. The form can be used within any evaluation process to collect important data. Great for use by human resources when evaluating federal employees, or could be scaled down for much more basic use. Data collected can also be used by evaluation services to create more effective training courses for employees. All form data can be easily exported in Excel, CSV or other formats that integrate with internal software.
Fast Food Customer Satisfaction Survey
Increase customer satisfaction, get more return customers, and maintain market share when you use the Fast Food Customer Satisfaction Template from Formsite. Fast food restaurants have a lot of competition. Plus, within the last year, many fast food chains have been forced to offer limited service due to COVID-19. Customer experience is now more important to the food service and restaurant industry than ever. Survey your customers about their recent experiences at your fast food dining chains and use the data collected to make improvements.
Use our convenient prebuilt template or modify it to meet the needs of your fast food chain. Don't come in second place; be a leader in the service industry. Survey customers on topics such as food quality, beverage quality, food order accuracy, food variety, beverage variety, drive-thru experience, speed of service, overall service quality, user-friendliness of mobile app, whether or not they were first-time visitors, attention to pandemic safety, and more. You can email customers or share a custom form link on social media to get even more responses. All Formsite forms are mobile friendly and secure. Data can be exported in a variety of formats to sync with internal databases.
Service Cancellation Survey
Improve customer retention by gathering customer feedback when they cancel services. The Service Cancellation Survey Form Template from Formsite allows you to collect valuable insights with a simple customer exit survey. Use the cancellation survey template to understand the primary reason for cancellation. Were your customers unsatisfied? Did they feel that the price of the service was too high? Were they relocating? Gain powerful insights that will give you the know-how to improve service for current customers and lower your churn rate.
Take advantage of our prebuilt customer cancellation survey or build your own online survey to meet the needs of your unique business or service offering. Export survey results in a variety of formats that support detailed tracking within your organization. Formsite customers love the ease of use our form builder provides, and our online forms are always mobile friendly. You will receive a higher response rate by allowing users to quickly complete the customer satisfaction survey questions from any device.
Check out our standard cancellation form template below.
Support Ticket Form
Streamline the way you manage support tickets with the Support Ticket Form Template from Formsite. Increase efficiency and customer satisfaction when you make it easier for your support team to manage incoming help desk requests. Why invest time, money, and countless resources in a complex ticketing system when you can publish a new ticket form to your website in minutes?
Use our prebuilt support ticket form or customize it to meet the needs of your support team. The form builder allows you to include all the form fields that you need in order to gather the correct information from any new service request. Embed the form in your help section so customers can see FAQs and other helpful documentation prior to submitting a new request. If they still need help, they can fill out the support request form directly from your website and even include file uploads like screenshots for supporting information. Notifications allow your support team to react quickly when customers create tickets. Works with WordPress and a variety of other website platforms.
Service Order Form
Make completing a new service request easier for your customers. This service order form template is perfect for small businesses that do repair work, IT service, or services that require a job work order. The form could also be easily customized to be used as a maintenance work order request.
This simple, user friendly request form is customizable so that you can add your company name as well as information fields that are important to each service order. The order form is also mobile-friendly and secure, so you can collect customer information out in the field or they can safely submit it to you online. You also have the option to process credit card payments online, receive notifications about new repair orders, and even share the results with others on your team. This service order form is sure to streamline your business. Get started today!
Warranty Registration Form
Quickly collect product warranty information with this user-friendly warranty registration form. This simple form template streamlines the product registration process. Collect all of the necessary customer and product information on one, mobile-friendly form.
Customize the form to include things like model number, serial number, purchase date, customer contact information and more. You can also choose to send notifications after new warranty registration form results and share them with other members on your team. Collecting new product warranty registrations has never been easier. Get started with this template today!