To create a job through a form you can do this by creating a Form or a Web Form which could then be used on your website. This can be a great way for your customers to book in a job/service at their convenience on your website or any other communication.
When a job is created through a form, it can book a customer in for a job with or without a job type. Having a job type as part of the job creation can have communication automatically sent. It will then be created as a job in the Scheduler. You are also able to have it create a CRM contact and/or a lead.
Creating Form Actions set the data of where the information will be populated to in the job. Form actions can also have conditions to streamline the process further.
For Example: Under Action Type you can select Create Job. This will then create a job and send any communication (future reminders and job status updates ) that is attached to that job type that you have created in a Job Type Template. You can also have that Job be assigned to a certain person as a set condition in the form.
In your Web Portal go to Forms > Build Form Template > Fill out Form Details > Ensure Web forms have been Enabled > Begin > Form Builder tab > Create the new Job form the way you would like it set up >Save and Deploy once the form is complete > Actions tab > Create New Action - Action Type: Create Job > Match action fields with form fields > + Add Condition(s) > Save.
Note: When including a preferred date and time or this has not been made a mandatory field and is left blank, it will create a job for the date and time that the form has been submitted.