Know More About the Job. Before You Call Them Back.
Your website asks customers the right questions, collects job details and photos, and sends the information directly to you — so you know what they need before you call them back.
Less Back-and-Forth. Better Job Details. More Prepared Callbacks.
What do you need help with?
Better Details. Better Follow-up.
From "I Need a Quote" to Knowing What You're Walking Into.
Without Smart Intake
New Message
"Hey, how much would it cost to fix my AC?"
Missing: What's wrong?
Missing: What equipment?
Missing: How urgent?
Missing: Any photos?
With Smart Intake
New Opportunity
Sarah M.
Service: AC Repair
Problem: AC running but not cooling
Issue started: Yesterday
Photos: 2 attached
Next Step: Call back
Illustrative example data, not a real customer record.
Simple for Them. Useful for You.
Three Steps. Better Job Details.
They Tell You What's Wrong.
Your website asks questions based on the service they need.
They Add the Details.
Customers can provide helpful information, upload photos, and share their contact details.
You Get the Opportunity.
Their information is organized and sent to you so you know what you're following up about.
See What Your Customer Sees
Try Smart Intake Yourself.
Experience how a customer can request service, answer a few questions, and share useful details before you follow up.
Request Plumbing Service
What's going on?
Your Business. Your Process.
Not Every Job Needs an Instant Price.
Some jobs need a quick callback. Others need an appointment, inspection, or preliminary estimate. Smart Intake can be configured around the way you actually work.
Collect Job Details
Get the customer's information, service needs, and photos before following up.
Let Customers Choose a Time
Let customers select an available time when calendar integration is enabled.
Offer Optional Ballpark Pricing
Show preliminary price ranges for suitable services using pricing rules you approve.
Your Questions. Your Pricing. Your Rules. Your Final Say.
The Opportunity Keeps Moving
They Reach Out. They Hear Back. You Get the Details.
Customer Receives
Request Acknowledged
Contractor Receives
New AC Repair Request
Sarah M.
AC Not Cooling
2 Photos Attached
Preferred Next Step: Call Back
Job Details Received
SiteSmartly automatically acknowledges the customer's request and sends you the information collected, so you can follow up with context. An automated acknowledgment is not a human response.
Built Around Your Business
You Don't Have to Build the Questions Yourself.
Tell us about your services and how you handle new customers. Your SiteSmartly account manager helps configure Smart Intake around your business.
A Smarter Way to Handle New Inquiries. Included for $97/Month.
Smart Intake is included with your professionally built and managed SiteSmartly website — alongside local-search-focused website structure, customer follow-up, new opportunity notifications, hosting, and supported calendar integration.
$0 setup · 30-day money-back guarantee
See a personalized website concept before paying, or start your subscription today.
Smart Intake FAQ
Explore More SiteSmartly Features
Your Smart Website does more than collect job details. Explore the other tools working together to help your business.
Local Search
Help customers discover your business with a website built around your services and service areas.
Speed-to-Lead
Automatically acknowledge customer requests and receive new opportunities with useful job details.
Calendar Integration
Let customers choose an available time when scheduling is enabled.
Dedicated Account Manager
Get real support from someone who helps manage your SiteSmartly website.
All included with SiteSmartly — $97/month
