DON'T USE THIS .. if you're just starting out or need a quick tool this call intake form is amazing. You can get the Postcards and toss them on a key ring to have handy in the truck. HOWEVER, getting started in a CRM like copilot is easy (and in copilots case free!)
That to say we all have tools that fit our means best, and if you like the feel of pen and paper these Call Intake Forms can help you manage calls in a fast and convenient way. Gather customer information, like address and contact information or billing information like card numbers and postal codes. You can even use the scheduling section to get estimates onto your calendar for next week.
