Create a structured first-contact record for a jewellery or gold customer. Capture only information that is genuinely relevant to the requested service, order or follow-up.
The best intake form collects information that changes the transaction or the next action. For jewellery this often includes the requested service, metal preference, measurements, budget reference, deadline and design requirements.
Only collect information that is appropriate for your workflow and handle personal data according to the requirements applicable to your business. The generator is intentionally a simple record rather than an unnecessary customer database.
Yes. Select Repair and use the measurements and notes fields for the job requirements.
Yes. It is optional.