How to use StoneForm

What StoneForm is

StoneForm makes forms by conversation. You say what you need to collect, in the words you would use to a colleague, and the form is written as you talk. Make as many as you want — a request form for your website, a sign-off for the crew, an intake sheet your office fills in over the phone.

Two things make it worth the trip. Every form can go out publicly or stay internal. And you decide, per form, whether an answer creates a new lead in FieldStone or just gets recorded.

Step by step

1. 1

   Start a form

   Open StoneForm and press New form. Start from a blank form — an empty draft and a chat to describe it to — or open one of the forms that is already written and change it from there.
   New form

   Roof check requestAnyone with the link · 58 responsesLive

   Crew sign-offYour team · No responses yetDraft
2. 2

   Describe what you need to know

   Say it plainly: ask for their address, the age of the roof, whether it is leaking now, and a photo. The questions are written as you go, and the Preview tab shows the form exactly as the person filling it in will see it, so you can see what you are getting rather than imagining it.
   ChatPreviewResponsesStats

   Ask if it is leaking right now, yes or no.Added it after the roof age. Have a look in Preview.

   Describe your form…
3. 3

   Tidy the last ten percent yourself

   Some changes are quicker done than said. Edit questions turns the preview into a list you can work on: rename a question, change its kind, mark it Must be answered, edit the choices, drag it into a different order, add one or delete one. Steps can be added, renamed and moved there too, and a question can be set to show only after a particular answer. Bigger moves — taking a question to another step, making a step repeat, changing where the answers go — stay a sentence in the chat.
   Done editing

   Where is the roof?Address

   Roof ageNumber

   Leaking now?Yes / no
4. 4

   Decide what an answer does

   This is the setting worth stopping on. Left alone, a form just records its answers — which is what you want for a site checklist or a crew sign-off — and nothing is added to your contacts or your calendar. Tell the chat each response should become a contact, the way a website enquiry should, and it will, as long as the form asks for a phone number or an email. Add an Appointment time question and the person picks an open time, which books the appointment too. Nothing is assumed; you say which per form. Sharing & notifications, under ⋯, says in one line what this form does with a response.
   Make each response a new contact.

   When someone responds

   Each response creates a contact, matched to an existing one where there is one.
5. 5

   Put it in front of people

   Publish from the status pill beside the form's name and it goes from Draft to Live. A live form has Copy link and, when anyone may fill it, a Send button that texts or emails the link to up to twenty people at a time. Under ⋯ is an embed code you can drop into your website so the form appears in the page rather than on ours. Stop accepting, on the same pill, switches the link off.
   LiveSendCopy link

   fieldstoneapp.com/fill/7d2a…

   <iframe> for your own site
6. 6

   Or fill it in yourself, against a job

   Tell the chat a form is for filling on a job and, once it is live, it shows a Fill button when StoneForm is opened from a job’s My Apps row. You or the crew fill it in there. Answers are filed against that job, and any photos or documents land in StoneBox.
   This job

   Your answers attach to this job.

   Address

   Photo of the ridge
7. 7

   Read the answers

   Every response is a row on the Responses tab. Narrow it to the last 7 days, 30 days or everything, open one to read it in full, and download the lot as a CSV for a spreadsheet. The Stats tab is what happened before the answers: how many people viewed the form, how many responded, how long it took them, and the step where the rest gave up — which is usually the question you should cut.
   58 responsesCSV

   Views142

   Responses58

   Conversion41%
8. 8

   Turn the answers into a document

   Write a report, on the Responses tab, opens StoneReport with this form already picked. Choose the period and say what you want to know, and the answers come back written up — what people said question by question, the trend, where they dropped off — as a branded PDF for your team or for a client.
   Roof check request — what March said