Guide

Beast Forms Guide

Learn how to create high-converting forms that generate accurate quotes for your service business.

UPDATED AUG 5, 2026 15 MIN

01Introduction

BeastForms is a dynamic form builder designed to help service businesses generate accurate quotes and capture leads. Unlike standard forms, BeastForms uses intelligent property data and pricing rules to create accurate, instant quotes that convert at an industry-leading rate.

95% of leads who complete a BeastForm convert into paying clients — based on real customer data.

BeastForms Dashboard Overview
The BeastForms dashboard showing form analytics and performance metrics

02Getting Started

What are BeastForms?

BeastForms are intelligent forms that collect information from potential customers and generate accurate quotes based on property data, service requirements, and your pricing rules. They offer:

  • Property-based intelligent pricing
  • Automatic property data detection
  • Smart follow-up questions
  • Dynamic pricing adjustments
  • High conversion rates (95% of completed forms convert to customers)

Accessing BeastForms

  1. Log in to your Lawn Beast dashboard

    Access your account through the login page with your credentials.

  2. Click on the "Forms" option in the left sidebar

    Navigate to the dedicated forms management area in your dashboard.

  3. You'll see the BeastForms dashboard showing your usage statistics and existing forms

    This overview provides insights into your form performance and creation history.

Accessing BeastForms
The Forms section in your Lawn Beast dashboard

03Creating Your First Form

Step 1: Initiate Form Creation

  1. From the Forms dashboard, click the "Create New Form" button

    Look for the prominent button at the top of your forms dashboard to begin.

  2. A "Select Form Type" modal will appear

    This dialog allows you to choose which type of form best fits your needs.

Create New Form button
Click the "Create New Form" button to start building your form

Step 2: Select Form Type

Choose from the available form types:

AI/Smart Form
Create smart forms with AI-driven logic for dynamic user experiences.
Best for service quotes, dynamic pricing, and personalized user journeys.
Generic Form Coming Soon
Simple forms for capturing standard information effortlessly.
Best for contact forms, feedback surveys, and simple data collection.

For this guide, we'll focus on creating an AI/Smart Form, which offers the full range of BeastForms features.

  1. Select "AI/Smart Form" from the options

    Click on the AI/Smart Form card to select this option.

  2. Click the "Create" button to proceed to the form builder

    This will initialize your new form and take you to the form builder interface.

Pro tip

AI/Smart Forms include intelligent features like conditional logic, dynamic pricing, and property data integration that make them ideal for service businesses.

04Building Form Pages

Form Builder Interface

The Form Builder has three main sections:

Pages Panel
On the left side, you'll see the list of pages in your form and can add new pages.
  • Default pages include:
    • 1. Autocomplete Address
    • 2. Choose Services
    • 3. Contact Info & Selection Summary
    • Form Completion Behavior
  • Click the "+" button to add a new page
Preview Panel
The center panel shows a preview of how your form will appear to users.
  • Shows the current page being edited
  • Updates in real-time as you make changes
  • Displays all elements including buttons and form fields
Configuration Panel
The right panel changes based on what you're editing.
  • Question Config: For editing question properties
  • Services Config: For configuring available services

Form Navigation Tabs

At the top of the Form Builder, you'll see navigation tabs:

  • SHARE: Options for sharing your form
  • FORM SETTINGS: Configure general form settings
  • RESULTS: View form submissions and responses
Form Builder Interface
The Form Builder interface showing pages, preview, and configuration panels

Default Page Structure

BeastForms creates a default structure with three main pages:

  1. Autocomplete Address

    Collects the customer's property address with smart address autocomplete and property data integration

  2. Choose Services

    Allows customers to select the services they're interested in receiving

  3. Contact Info & Selection Summary

    Collects customer contact information and shows a summary of their selections

Best practice

This default structure works well for most service businesses. You can customize it by adding, reordering, or removing pages as needed.

05Creating Questions

Adding questions to your form allows you to gather specific information from potential customers:

How to Add Questions

  1. Select a page in the Pages Panel

    Choose the page where you want to add the question

  2. Click the "+" button in the page's section

    This will open the question type selection dialog

  3. Choose a question type

    Select from Text, Multiple Choice, or Single Choice question types

  4. Configure the question in the Configuration Panel

    Add question text, answer options, and any price modifiers as needed

Adding a New Question
The question creation interface in the form builder

Question Configuration Options

Each question can be customized with various settings:

  • Question Text: The prompt shown to the customer
  • Help Text: Optional additional explanation
  • Required: Toggle whether the question must be answered
  • Visibility Conditions: Control when the question appears based on previous answers
Pro tip

Keep questions clear and concise. Aim for questions that gather essential information without overwhelming the customer.

06Form Settings and Configuration

Access form-wide settings by clicking the "FORM SETTINGS" button in the top navigation of the Form Builder:

Basic Form Settings

The Form Settings modal contains essential configuration options:

  1. Form Title

    Enter a descriptive name for your form. This will appear at the top of the page in the browser tab.

  2. Form Completion Behavior

    Configure what happens after a customer submits the form:

    • Show Message: Display a custom thank-you message
      • Enter the text you want shown in the message field
      • Example: "We've received your request and will be in touch ASAP!"
    • Redirect to Website: Send customers to another page after submission
      • Enter the full URL where you want to redirect customers

  3. Email Notifications

    Set up automated communications:

    • Send Confirmation Email to User: Toggle to automatically email customers when they submit the form
Form Settings Modal
The Form Settings modal showing title and completion options
Pro tip

If you're driving customers to a specific offer or upsell after form submission, use the "Redirect to Website" option to send them directly to a relevant landing page.

07Service Selection Configuration

The "Choose Services" page allows customers to select which services they're interested in:

Managing Available Services

Before configuring services in your form, you'll need to set up your services:

  1. Navigate to the Services section in your Lawn Beast dashboard

    Access this by clicking on "Services" in the left sidebar

  2. Create New Service

    Click the "Create New Service" button to add services like Mowing, Aeration, Leaf Removal, etc.

  3. Configure each service with:

    • Service Name (e.g., "Mowing", "Aeration")
    • Service Description
    • Frequency options (e.g., "once", "once, 7, 14" for weekly/bi-weekly)
    • Availability months (which months the service is available)
Services Management Screen
The Services management section showing active services

Adding Services to Your Form

Once your services are created, you can add them to your form:

  1. In the Form Builder, select the "2. Choose Services" page

  2. Click on "ADD/REMOVE SERVICES" in the Services Config panel

    Or click on the "CHOOSE SERVICES TO BE DISPLAYED HERE" message in the preview

  3. Select services to display on your form

    In the modal window, check the boxes next to services you want to include

  4. Click "Save" to confirm your selections

Note

Only active services from your Services section will be available to add to your form.

Customizing Service Icons

Each service can have a visual icon to enhance the user experience:

  1. Click the "Change" button next to a service in the service selection modal

  2. Choose an icon from the icon library

    Browse through categories like lawn care, home services, and many more.

    Available SVG Icons
    Sample of available SVG icons in the library

  3. Click on your preferred icon to select it

Service Display Order

Control the order in which services appear on your form:

  1. Click "SERVICE DISPLAY ORDER" in the Services Config panel

  2. Arrange services in your preferred order

Pro tip

List your most popular or highest-margin services first to increase selection rates.

08Question Types

BeastForms supports various question types for different data collection needs:

Text Input Questions

Short Text
For brief responses such as additional details, names, phone numbers, or basic information
  • Appears as a single-line text input field
  • Perfect for follow-up questions that need a brief response
  • Example prompt: "Tell me more about what work you'd like done?"
Long Text
For detailed information, special instructions, or project descriptions
  • Appears as a multi-line text area with more space
  • Allows customers to provide comprehensive information
  • Best for questions that require detailed explanations

Choice Questions

Multiple Choice
Allows customers to select multiple options from a list
  • Displays as checkboxes with visual icons
  • Each option can have price adjustments
  • Example: "Which areas need service?" with options like Front Yard, Back Yard, Side Yard
Single Choice
For selecting one option from a list of alternatives
  • Displays as visual cards with only one selectable option
  • Great for questions with mutually exclusive answers
  • Example: "How tall is your grass?" with height range options
Address Input
Special input that captures and validates property addresses
  • Autocompletes addresses as customers type
  • Automatically pulls in property data
  • Used on the "Autocomplete Address" page

Using Questions Effectively

When to Use Text Questions
  • Short Text: Best for gathering specific, brief information like "What's the gate code?" or "Any specific areas to avoid?"
  • Long Text: Ideal for collecting comprehensive information about a project, special instructions, or detailed requirements
When to Use Choice Questions
  • Multiple Choice: Best for "select all that apply" scenarios where multiple selections make sense
  • Single Choice: Perfect for questions where only one answer is possible or for categorizing the job
Best practice

Use a combination of question types to gather comprehensive information while keeping the form easy to complete. Too many text questions can make forms feel cumbersome, while too many choice questions might not capture important details.

09Follow-Up Questions

Follow-up questions allow you to gather specific information based on the services a customer selects:

Adding Follow-Up Questions

  1. In the Form Builder, go to the "Choose Services" page

  2. Find services you've added to your form

    They'll appear in the Pages panel under "2. Choose Services"

  3. Click the "+" icon next to a service

    For example, click the "+" next to "Mowing" to add a lawn mowing-specific question

  4. Select a question type from the modal

    Choose from:

    CHOICES

    • Multiple Choice: Let customers select multiple options
    • Single Choice: Let customers select one option

    TEXT

    • Short Text: For brief responses
    • Long Text: For detailed information
Adding a Follow-Up Question
The Follow-Up Question type selection modal

Example Follow-Up Questions by Service

Lawn Mowing Service
  • Grass Height: Multiple choice (Less than 3 inches, 3-6 inches, 6+ inches)
  • Property Features: Multiple choice (Slopes, Rocks, Garden beds, Water features)
  • Special Instructions: Long text
Leaf Removal Service
  • Leaf Coverage: Multiple choice (Light, Moderate, Heavy)
  • Leaf Disposal: Multiple choice (Compost, Haul away, Mulching)
  • Trees on Property: Multiple choice (Few, Many, Large trees)

Using Follow-Up Questions for Pricing

Follow-up questions can be linked to pricing rules to automatically adjust quotes:

  • For example, if a customer selects "6+ inches" for grass height, you could automatically add a tall grass surcharge
  • If they select "Heavy" for leaf coverage, you could increase the leaf removal price
Pro tip

Use follow-up questions to identify upsell opportunities. For example, if a customer indicates they have garden beds, you could suggest your "Garden Bed Maintenance" service.

10Smart Pricing Rules

One of the most powerful features of BeastForms is the ability to create dynamic pricing based on customer responses:

Creating Price Adjustments for Follow-Up Questions

After creating follow-up questions for your services, you can add price adjustments to each answer choice:

  1. Select a follow-up question in the Pages panel

    For example, click on "Grass Height" under the Mowing service

  2. Configure each answer choice in the Question Config panel

    For each option (like "Under 5 Inches", "5 to 10 Inches"), you can:

    • Select an icon to visually represent the option
    • Set the display text for the option
    • Configure price adjustments

  3. Set the price adjustment type from the dropdown

    Choose from:

    • Flat Rate: Add a specific dollar amount
    • Percentage: Add a percentage of the service cost
    • Quote in Person: For complex situations requiring on-site assessment

  4. Enter the adjustment amount

    Specify how much to add to the base price (e.g., +30% for "5 to 10 Inches" grass height)

Price Adjustment Configuration
Setting up price adjustments for different grass height options

Example: Lawn Mowing Price Adjustments

Grass Height Question with Price Modifiers

Question: "How tall is your grass?"

Answer choice Price modifier
Under 5 Inches Standard rate
5 to 10 Inches +30.00%
10 to 15 Inches +60.00%
Over 15 Inches Quoted in person

Recurring Charges

For subscription-based services, you can toggle the "recurring charge" option:

  • When enabled, the price adjustment will apply to each recurring service instance
  • When disabled, the price adjustment will only apply to the first service instance
Pro tip

Use the "Quote in Person" option for complex situations that require your professional assessment. This helps manage customer expectations while ensuring you don't commit to a price without seeing the job first.

11Contact Info & Completion Actions

The final page of your form collects customer contact information and displays a service summary:

Customer Contact Information

The Contact Info section includes standard fields for customer details:

Default Contact Fields
  • First Name: Customer's first name
  • Last Name: Customer's last name
  • Email: Customer's email address
  • Phone Number: Customer's contact number
  • Additional Comments: Space for any other details
Service Request Summary
Displays a summary of the customer's selections:
  • Services: List of selected services
  • Sub Total: Price before any adjustments
  • Total: Final price with all adjustments
  • Submit Request: Button to submit the form

Form Completion Behavior

Configure what happens after a customer submits the form:

  1. Click on "Form Completion Behavior" in the Pages panel

  2. Configure the completion settings:

    • Thank You Message: Customized message to display after submission
    • Redirect URL: Optional URL to send customers to after form completion
    • Email Notifications: Set up automated emails to yourself and/or the customer
Note

The Service Request Summary is displayed automatically and cannot be edited directly. It will show all services and pricing based on the customer's selections.

12Testing Your Form

Before publishing your form to potential customers, it's important to thoroughly test its functionality:

How to Test Your Form

  1. Preview Mode

    Click the "Preview" button in the Form Builder to see how your form will appear to users

  2. Complete a Test Submission

    Fill out your form as if you were a customer to test the full experience

  3. Verify Price Calculations

    Test different service combinations and follow-up question answers to ensure pricing rules work as expected

  4. Check Email Notifications

    Submit a test form to ensure email notifications are sent correctly

Important

Always test your form with multiple different scenarios to ensure it handles all potential customer inputs correctly.

13Publishing Your Form

After configuring all pages and questions, you're ready to make your form available to customers:

Finalizing Your Form

  1. Click the "SHARE" button in the top navigation

  2. Use the preview link to test your form

    This allows you to see exactly how customers will experience the form

  3. Submit test responses to verify pricing and notifications

Sharing Your Form

Several options are available for sharing your form with customers:

Direct Link
Share a standalone URL to your form
  • Copy the link from the SHARE tab
  • Send via email, text message, or social media
Website Embedding
Embed the form on your website
  • Copy the embed code from the SHARE tab
  • Paste into your website's HTML
QR Code
Generate a QR code for offline materials
  • Download the QR code from the SHARE tab
  • Add to business cards, flyers, or yard signs
Pro tip

Add your form link to your Google Business profile, Facebook page, and email signature to maximize visibility and make it easy for potential customers to request your services.

14Embedding Forms

Make the most of your BeastForm by integrating it across your digital platforms:

Website Integration
  • Use the embed code on your contact page
  • Add to service pages for specific offerings
  • Create a dedicated "Get a Quote" page
Google Business Profile
  • Add your form link to your Google Business Profile
  • Set it as the "Request a Quote" button
  • Include in your business description
Digital Communications
  • Add to your email signature
  • Include in customer follow-up emails
  • Share in messaging platforms with prospects

Using the Embed Code

  1. From the "SHARE" tab, copy the embed code

  2. Paste the code into your website where you want the form to appear

    This can be placed in any HTML section of your website

  3. The form will load seamlessly within your website

    It will automatically adopt your website's styling for a consistent look

Note

The embedded form maintains all functionality of the standalone version, including smart pricing, conditional questions, and address autocomplete.

15Viewing Form Responses

Access submitted form data by clicking the "RESULTS" tab in the Form Builder. This provides a detailed view of all customer submissions:

Results Dashboard

The Results page shows all submissions in a list format with essential information:

Response List

Each submission displays:

  • Status: Completed, In-progress, etc.
  • Submission Date/Time: When the form was completed
  • Total: The quoted price for services requested
  • Services: Number of services selected

Detailed Response View

When you click on a response, you'll see comprehensive information organized into sections:

Customer Request
  • Name: Customer's full name
  • Email: Customer's email address
  • Phone: Customer's contact number
  • Preferred Start Date: When they'd like service to begin
Property Details
  • Address: Full property address
  • Lot Size: Property size (in acres)
  • Lot Size Source: How the lot size was determined
Form Details
  • Submitted: Date and time of submission
  • Created: When the response was initiated
  • Response ID: Unique identifier for the submission

Managing Responses

The responses interface provides several ways to work with your form submissions:

Filtering and Sorting
  • View submissions by status (completed, in-progress)
  • Sort by date, price, or other criteria
  • Use the "Select All" option to perform bulk actions
Response Actions
  • Export response data for use in other systems
  • Contact customers directly from the response view
  • Track which responses have been addressed
Best practice

Check the Results tab regularly to ensure prompt follow-up with potential customers. Quick response times significantly improve conversion rates for service businesses.

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