Introduction

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.

The BeastForms dashboard showing form analytics and performance metrics

Getting Started

What are BeastForms?

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.

The Forms section in your Lawn Beast dashboard

Creating 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.

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

Step 2: Select Form Type

Choose from the available form types:

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.

Building Form Pages

Form Builder Interface

The Form Builder has three main sections:

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

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

Creating 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

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

Form 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

The Form Settings modal showing title and completion options

Service 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)

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

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.

   

   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

Question 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

Follow-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

The Follow-Up Question type selection modal

Example Follow-Up Questions by Service

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

Smart 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)

Setting up price adjustments for different grass height options

Example: Lawn Mowing Price Adjustments

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

Contact 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:

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

Testing 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

Publishing 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:

Embedding Forms

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

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

Example of a BeastForm embedded on a service business website

Viewing 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:

Detailed Response View

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

Managing Responses

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