Stop Losing Service Appointments to Your Competitors. Start Booking Online.

Instaform gives auto shops, dealerships, and service centers the online appointment forms, vehicle intake workflows, and customer feedback tools they need to fill the service bay — with a CRM that turns every vehicle drop-off into a lasting customer relationship.

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Estos son los retos con formularios y datos que tu sector vive cada día

📞

Phones Ring All Morning

Service advisors spend the first two hours of each day on the phone booking appointments, gathering vehicle details, and reading back confirmation numbers instead of serving customers already in the shop.

📋

Paper Vehicle Intake Forms

Customers fill out vehicle intake forms on paper at drop-off, creating a transcription bottleneck, illegible handwriting problems, and a slow check-in process during the morning rush.

🗂️

No Repair History in One Place

When a returning customer comes in, their previous repair notes are in the shop management software — but their communications, complaints, and special requests are in email and on sticky notes.

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Warranty Claims Are Manual

Warranty claim submissions require gathering documentation over the phone, printing forms, and mailing supporting materials — a process that frustrates customers and delays reimbursement.

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Test Drive Bookings Without Structure

Customers interested in test driving a vehicle call the dealership, wait to speak with a sales advisor, and may get rescheduled — losing interest before they ever sit behind the wheel.

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Customer Feedback Goes Uncollected

Service satisfaction surveys are mailed weeks after the visit when the experience has faded, resulting in low response rates and feedback that is too vague to act on.

¿Por qué Instaform?

Un constructor de formularios y CRM hecho a medida para cómo trabaja tu equipo de verdad

📱

Online Service Appointment Booking

Let customers request a service appointment online any time — capturing vehicle year, make, model, VIN, mileage, and service needed before they ever arrive at the shop.

👤

Every Customer Becomes a CRM Contact

Each service appointment or inquiry automatically creates or updates a customer record in your CRM, giving advisors a full vehicle and service history in one place.

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Digital Vehicle Intake at Drop-Off

Replace the paper intake form with a mobile-friendly digital version customers complete on their phone or a tablet at the desk — faster, legible, and automatically saved.

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Structured Warranty Claim Forms

Build warranty claim forms that capture all required documentation upfront — vehicle details, purchase date, complaint description, and photos — reducing claim processing time.

🚘

Test Drive Booking Forms

Create a branded test drive request form that captures driver's license details, preferred vehicle, and availability — feeding directly into the sales team's CRM pipeline.

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Instant Service Request Notifications

Get an alert the moment a service appointment or test drive request comes in, so your team can confirm within minutes and reduce the no-show rate.

Funciones clave

Herramientas pensadas para tus flujos concretos

🔀

Conditional Logic

Show fleet account fields only for commercial customers, reveal diesel-specific service questions for diesel vehicles, and surface warranty fields only for vehicles within the coverage window.

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Photo and Document Upload

Allow customers to upload photos of damage, existing scratches, and warning lights directly in the intake form — creating a documented vehicle condition record before work begins.

✍️

Digital Authorization Signatures

Collect repair authorization and additional work approval signatures digitally — stored with the work order and accessible to service advisors without chasing a paper form.

✉️

Auto-Confirmation Emails

Customers receive an instant appointment confirmation with drop-off instructions, expected turnaround time, and your shop address — reducing missed appointments and confused arrivals.

📈

Post-Service Satisfaction Surveys

Send automated satisfaction surveys the day after a vehicle is collected, capturing feedback while the experience is fresh and routing negative responses to the manager immediately.

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Sales Pipeline for Test Drives

Track every test drive request through a visual CRM pipeline — from booked to completed to followed up — so the sales team never lets a warm lead go cold after the drive.

Los números hablan
60% of customers prefer to book service appointments online rather than by phone, yet most shops still require a call.

Auto shops that add online appointment booking report filling more available slots, reducing phone volume during peak hours, and capturing customer preferences more consistently.

Más allá de los formularios básicos

Descubre cómo se compara Instaform con Typeform, JotForm y Google Forms

FeatureInstaformTypeformJotFormGoogle Forms
Starting priceFree forever$25/mo$34/moFree (limited)
Built-in CRM / contactsYesNoNoNo
Deal / pipeline trackingYesNoNoNo
Conditional logicYesYes (paid)Yes (paid)Limited
File upload fieldsYesYes (paid)YesNo
Team workspacesYesYes (paid)Yes (paid)Limited
Zapier / webhook integrationYesYesYesSheets only

Preguntas frecuentes

¿Instaform es realmente gratis para empezar?+
Sí. Nuestro plan Free es una prueba de verdad — 2 formularios, 100 respuestas al mes, 1 LinkPage y los 11 tipos de campo básicos (texto, email, teléfono, dropdown, etc.). Sientes el producto de punta a punta, incluido el Cubby LinkPage. Starter a $19/mes desbloquea formularios ilimitados, 5.000 respuestas/mes, los 26 tipos de campo, los 4 workspaces Cubby (CRM, Encuesta, Soporte, LinkPage), lógica condicional, pagos Stripe, dominio propio y quita la marca Instaform.
How long does it take to publish a form?+
Most teams publish their first live form in under five minutes. Choose a template for your industry, customize the fields and branding, and share the link or embed it on your site — no code required.
How does Instaform compare to Typeform, JotForm, and Google Forms?+
Typeform and JotForm focus purely on forms — you need separate tools for contacts and deals. Google Forms has no CRM at all. Instaform combines a drag-and-drop form builder with a built-in contacts database and deal pipeline, so your submissions flow directly into your workflow.
Can I connect Instaform to my existing tools?+
Yes. Instaform integrates with Zapier (3,000+ apps), native webhooks, and direct integrations with Slack, Google Sheets, HubSpot, and Mailchimp. Everything that enters a form can be routed wherever you need it.
¿Instaform soporta subida de archivos y firmas?+
Sí. La subida de archivos está en todos los planes — Free admite hasta 2 MB por archivo, Starter hasta 10 MB y Pro no tiene límite de tamaño. Las firmas electrónicas son un tipo de campo avanzado disponible en Starter y superiores. Casos comunes: documentos de intake, contratos, propuestas, verificación de identidad y portfolio.
¿Varios miembros del equipo pueden usar la misma cuenta?+
La colaboración en equipo es una función Pro. Free y Starter son planes solo (1 usuario). Pro ($29/mes) desbloquea las funciones de equipo — invita colaboradores con permisos por rol (editores de formularios, viewers del CRM, administradores), con precio por puesto adicional. Agencia/Enterprise incluye puestos ilimitados en el plan personalizado.

Fill Your Service Bay Without Answering Every Phone Call

Build a service appointment form, vehicle intake workflow, and customer feedback survey in minutes — free to start, no special software required.

  • Gratis para siempre en Starter — sin tarjeta de crédito
  • Respuestas ilimitadas en los planes de pago
  • Contactos de CRM y pipeline de deals incluidos
  • Conecta tus formularios con tus herramientas vía Zapier
  • Soporte prioritario en los planes Pro y Business