Home » Tutorials » How to Create and Use Request Forms in Leavoda


Welcome to Leavoda — your all-in-one platform for managing service requests with ease. In this tutorial, we’ll walk through how to create a request form that clients can use to submit their service needs directly into your system.

Step 1: Access the Request Forms

  1. Log in to your Leavoda dashboard.

  2. Navigate to Settings → Request Forms.

  3. Click on New Form to get started.

Step 2: Customize the Form Fields

Each request form includes fixed fields for client details and address — ensuring you always capture the essentials. Beyond that, you can add fields tailored to your business, including:

  • Text Field – short answers

  • Text Area – longer descriptions

  • Multiple Selection – choose many options

  • Single Selection – pick one option

  • Date – scheduling preferences

  • File Upload – photos, documents, or attachments

You can also add Services and Products as selectable options so clients can specify exactly what they need.

Step 3: Personalize the Look and Feel

Make your forms easy to identify and visually appealing:

  • Add a Form Title and Subtitle

  • Choose a Color theme

  • Enable email notifications so a copy of each completed request lands directly in your inbox

Step 4: Save and Manage Forms

Once saved, your form appears as a card in the Request Forms section. From here you can:

  • View – preview the form

  • Edit – make changes

  • Share – send it to clients

  • Delete – remove it if no longer needed

Each card also includes:

  • A QR code labeled Share and Get Leads (clients can scan to access the form instantly)

  • A Form ID and shareable link (copy to clipboard for quick sharing)

  • Integration options like a WordPress plugin or an HTML embed code to place the form directly on your website

Step 5: Collect and Manage Requests

When a client submits a form:

  • Their request appears directly in your Leavoda dashboard under Requests

  • From there, you can quickly review, manage, and convert it into a Quote

That’s it! With Leavoda’s Request Forms, you can capture client needs seamlessly, stay organized, and move faster from request to job completion.