BossBack FormsBeta

Get better information
before you follow up.

BossBack Forms helps your website collect the details you actually need with straightforward forms you configure for the way your business works.

Less back-and-forth. More useful inquiries. An easier next step for your customers.

Included in the current free BossBack Beta.

pinebarrow.example
Pinebarrow Bookkeeping Bookkeeping · Payroll · Catch-up support
Clear books. Clear next steps. Bookkeeping that fits the way you work.

Practical bookkeeping support for growing small businesses.

How can we help? Tell us what you're looking for.
Example
1 What can we help you with?
Monthly bookkeeping Payroll Catch-up bookkeeping
Example question What kind of business do you operate?
Powered by BossBack

A better starting point

A contact form tells you someone wants help.
It doesn't always tell you enough.

A new inquiry should move the conversation forward. Too often, the first follow-up is spent gathering information that could have been collected at the start.

Typical website inquiryNew
NameJordan Lee
Message

“I'm looking for a bookkeeper. Can someone call me?”

Still need to ask
Service neededBusiness typeCurrent softwareBusiness sizeTiming
BossBack Forms submissionReady for follow-up
New inquiryMonthly bookkeeping
Business type
Corporation
Accounting software
QuickBooks Online
Employees
6–10
Current bookkeeping
Behind by 2 months
Looking to start
Within 30 days

BossBack Forms helps you ask the useful questions earlier.

Why smarter forms matter

Better information for you.
A better form for them.

Better-qualified inquiries

Get more of the information you need before spending time following up.

Less back-and-forth

Reduce the first round of calls and emails spent gathering basic details.

Easier for customers

Ask only the questions that are relevant to what someone actually needs.

Build the form you need

Choose the questions. Keep the experience straightforward.

Create a form for the job, choose the fields you need, and publish it to your website without building a complicated workflow.

Choose your fields

Use short text, email, phone, long text, dropdown and checkbox fields to collect the information that matters.

Make important details required

Decide which fields are required or optional and give the form clear owner-controlled text.

Review submissions in BossBack

Open new submissions, mark them handled when follow-up is complete, and reopen them if more work is needed.

How it works

From website visitor to useful request.

01

Choose what you need to collect

Tell BossBack what kind of request or inquiry customers need to submit.

02

Choose the fields that matter

Add the questions and contact details your business needs, and decide which fields are required.

03

Get a more useful submission

Review organized customer information in BossBack and mark it handled when follow-up is complete.

Less form-building. More useful information.

Across small business

Useful wherever the details matter.

Forms helps make common website requests more useful across different kinds of small businesses.

Home & trades

Service requests

Help an HVAC or home-service business understand the problem before responding.

Professional services

Estimate requests

Give an accountant or consultant enough context to evaluate an opportunity.

Health & local services

New customer inquiries

Let a physiotherapy practice collect useful non-clinical information from a new customer inquiry.

Professional services

Consultation requests

Help a marketing consultant gather useful business background before a first conversation.

Local retail

Issue reporting

Let a bike shop capture which product or service needs attention instead of just “It's not working.”

Local services

General contact

Give a pet groomer a smarter contact experience without making it harder to use.

Built for a job, not for form-building

You shouldn't need to build a form system.

Traditional form platforms can give you dozens of fields, rules, integrations and configuration options. BossBack Forms takes a different approach.

Tell BossBack what information your business needs. Forms helps turn that into a straightforward experience for your customers.

The goal isn't more form features.
It's better information.
Traditional form tool
FieldsLogicRulesConditionsWorkflow
vs
BossBack Forms
What do you need to know?Relevant customer questionsUseful submission
Website inquiriesReady to review
3 new
Monthly bookkeepingCorporation · QuickBooks · 6–10 employees
Ready
Payroll setup12 employees · Switching providers
Ready
Catch-up bookkeeping4 months behind · Xero
Ready
Start the conversation further ahead.More useful information is already attached to each request.

Start further ahead

Spend your follow-up deciding what to do next.

Every vague inquiry creates another small task: a call to return, an email asking for details, another message waiting for a response.

When your website gathers useful information at the beginning, your follow-up can start further ahead.

Designed to work together

Answers helps them understand.
Forms helps them take action.

BossBack products are designed to add useful customer-facing capabilities to the website you already have.

BossBack Answers
“Do you offer monthly bookkeeping?”

Answers gives the visitor useful information about the business.

BossBack Forms
What can we help you with?Monthly bookkeepingContinue →

Forms helps the visitor provide the information the business needs next.

Built for small business

Smart forms without another complicated platform.

Quick to set up

Start with the information you need rather than a blank workflow canvas.

Focused on the customer

Ask relevant questions without making people complete an unnecessarily long form.

Made for existing websites

Add Forms without rebuilding your website or turning BossBack into your web platform.

AI that works for small business.

BossBack Forms FAQ

Questions you may have.

Is BossBack Forms a form builder?

Not in the traditional sense. Forms is designed to help small businesses collect useful customer information without requiring them to build complex forms and workflows from scratch.

How is it different from a normal contact form?

A typical contact form often collects only basic contact details. BossBack Forms lets you configure the fields that matter for a specific request so the submission arrives with more useful context.

Will Forms replace the forms already on my website?

Only where you choose to use it. BossBack is designed to add capabilities to your existing website rather than replace or rebuild it.

Will customers have to talk to an AI chatbot?

No. Forms is a straightforward website form experience. Visitors complete the fields you configure; they do not need to interact with a chatbot.

Where do I review submitted information?

Form submissions are stored in BossBack for review. A submission is marked reviewed when you open it, and you can mark it handled when follow-up is complete or reopen it if more work is needed. In the current Beta, Form submissions are retained for 30 days.

Is BossBack Forms included during Beta?

Yes. BossBack Forms is included in the current free BossBack Beta. Beta features and limits may change as BossBack develops.

BossBack Forms · Beta

Turn website inquiries into something you can act on.

Create a form, add it to your website, and start collecting more useful customer information.

Start free Beta Included in the current free BossBack Beta.