Customer forms

Collect structured information from customers — requests, applications, and more — as trackable records.

3 min read Real product screens

app.knowella.com Live walkthrough

Customer-facing requests — information requests, credit applications, service forms — usually arrive as a scatter of emails and PDF attachments that someone has to read, interpret, and re-type into a system. Customer Forms removes that step entirely: each form collects exactly the fields you need and lands the response in your workspace as a structured, trackable record. This walkthrough tours the Customer Forms app.

In this article

A library of intake forms

The walkthrough shows a set of customer form apps — each one purpose-built for a specific intake, such as a customer information form or a credit-card form. You send the right form, and the customer fills in a clean, guided experience instead of composing an email.

Structured, not scattered

Every submission becomes a record with defined fields, not a free-text message. That means the information is consistent, searchable, and reportable from the moment it arrives — no interpretation or copy-paste required.

From submission to action

Once a form is in, it has all the powers of any Knowella app: assign it to an owner, run automations, route it for approval, and roll it into dashboards. A customer request stops being an inbox item and becomes a tracked piece of work.

Why it matters

Every request that arrives as free-form text is a small tax: someone has to read it, interpret it, and re-enter it, and detail gets lost along the way. Structured intake removes that tax entirely — the information is complete, consistent, and usable the instant it lands, so your team spends time acting on requests instead of transcribing them.

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More guides in Workflows & Forms

Build an app in App Builder6 min read Form components explained3 min read Conditional logic & required fields3 min read Views: List, Kanban, Roadmap & Gantt4 min read Automations & approvals4 min read Schedule recurring tasks & inspections3 min read Track & complete submissions3 min read Food safety inspections3 min read Health & Safety and JSA3 min read Safety observations2 min read Supplier forms & RMI3 min read Vendor onboarding forms3 min read Export a record as PDF2 min read

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