Home Services Intake & CRM platform
Program, permit and grant intake that routes itself.
Public-facing intake forms, automated routing to the right desk, status tracking for applicants and staff, and reporting your managers actually read. Built on a platform pattern that is already live.
- Price
- $25K-$45K, fixed in writing
- Platform lineage
- FormBook, live today
- Handover
- Training + documentation
- Buying method
- Direct award or invitational. Find your threshold
The counter queue is a software problem.
Every program, permit and grant that arrives by email, PDF or walk-in gets re-keyed, forwarded and chased by staff. The intake platform replaces that pipeline: applicants submit through plain-language accessible forms, the file routes itself to the right queue, and both sides can see its status without a phone call.
Because it is built on the same lineage as FormBook, our own live multi-tenant intake and scheduling product, the platform pattern is proven before your project starts. Your project is configuration and fit, not invention.
Who this is for
- Program leads whose intake still runs on a shared inbox and a spreadsheet.
- Clerks fielding "where is my application?" calls that a status page would answer.
- Managers who need program numbers at reporting time without a manual tally.
What the fixed price includes.
Public-facing intake forms
Plain-language, accessible forms for programs, permits and grants, built to the same WCAG bar as everything we ship.
Automated routing
Each submission moves to the right queue or staff member by rule, not by forwarding.
Status tracking, both sides
Applicants see where their file stands. Staff see everything in their queue and what is stuck.
Built-in reporting
Volumes, turnaround and outcomes for program leads and managers, without a manual tally.
Configuration, not invention
The platform pattern runs live today in FormBook. Your build starts from working software.
Training and handover
Staff training, full documentation, and the configuration is yours on final payment.
From process map to live intake.
Fixed scope, agreed before work starts. The first process goes live first; the rest follow the same pattern.
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Map the intake
We sit with the people who process the files and map how each application actually moves today.
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Configure forms and routing
Forms, queues, routing rules and notifications configured to match the mapped process.
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Pilot with real files
Your staff run real applications through the platform while the old channel stays open.
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Launch and handover
The new intake becomes the front door. Training and documentation close the project.
$25K to $45K. Here is what moves the number.
The quote is fixed in writing before work starts. Where a project lands in the band comes down to three variables.
- Number of intake processes
- One permit stream sits at the bottom of the band. Multiple programs with different forms and rules move it up.
- Routing and approval complexity
- Simple queue routing versus multi-step approvals, delegated sign-offs and conditional paths.
- Reporting depth
- Standard volume and turnaround reporting is included. Custom dashboards and exports move the number.
FormBook is this offer, running live.
FormBook is our own multi-tenant intake and scheduling product: qualification logic before booking, per-tenant configuration, live today. It is the lineage this offer is built on, which means the riskiest parts of your project were de-risked before your project existed.
Questions program leads ask.
What does the intake platform cost?
$25K to $45K, fixed in writing before work starts. The number of intake processes, routing complexity and reporting depth decide where a project lands in the band.
Can we buy this without an RFP?
Often, yes. The band starts at $25K, which fits many invitational three-quote processes, and scopes can be structured to fit direct-award thresholds where your bylaw allows. The procurement ladder shows every route.
Is this built from scratch?
No. It is built on the same lineage as FormBook, our own live multi-tenant intake and scheduling product, so the platform pattern is proven before your project starts.
What do applicants see?
Plain-language, accessible forms, and a status view of where their application stands, so they stop phoning the counter to ask.
What happens after launch?
Staff training and full documentation are part of the scope, and the configuration is yours on final payment. You are never locked in.
Name the process that hurts most.
We will map it in the first call and return a fixed quote. Same-day reply on business days.