Capturing Leads with the Public Enquiry Form

Overview

The Public Enquiry Form is a branded, shareable web form unique to each MyApprentice business. Anyone with the link can submit an enquiry — no portal login is required. Submitted enquiries land in your Enquiries list ready to be reviewed and turned into a quote.

Who uses this feature

The form is set up by the Business Owner. Submitted enquiries can be reviewed and actioned by Business Owner, Finance, and Supervisor. Clients and prospects use the form to send enquiries to you.

When to use this feature

• You want to collect leads from your website without standing up a separate contact form tool.
• You want to share a direct enquiry link on social media or in messaging.
• You want to centralise all incoming enquiries inside MyApprentice.

What you can do with this feature

• Turn the public enquiry form on or off.
• Copy the form URL with a single click.
• Share the link directly, paste it into social media, or embed it on your website using site-specific guides.
• Collect contact details, the timing of the work needed, the project type, work type, service, job stage, and a free-text description.
• Receive enquiry photos uploaded by the client.

How the feature works

Find your enquiry form URL

1. From the left sidebar, under ADMIN, select Business Settings.
2. Select the Site tab.
3. Confirm the public enquiry form toggle is on — the form is then active at its public URL.
4. Select Copy URL to copy the link to your clipboard.

The URL follows the pattern /portal/{businessPublicId}/enquiry appended to the MyApprentice host your business is on. Because the host can vary by deployment, always use the Copy URL button on the Site tab to grab the correct full URL rather than assuming a host name.

Share or embed the form

• Direct link — paste the URL into emails, messages, or social media bios.
• Social media — paste into the website or link field on Facebook, Instagram, or LinkedIn.
• Website embed — site-specific embed guides are available. An automatic iframe embed code generator is a Phase 2 feature; for now use the direct link or a site-specific guide.

Form fields the client sees

Field	Options / Notes
Name	Required
Email	Required
Phone	Required
Address	Required
When needed	Flexible, ASAP, Urgent, Next few days, Next few weeks, Next few months
Project type	Residential, Commercial
Work type	Installation, Renovations, New build, Repairs, Other
Service	Tailored to your trade — for example electrical services for an electrician
Job stage	Ready to hire, Planning and budgeting
Description	Free text — Describe what you need done
Photos	The client can upload photos with the enquiry. Uploaded photos appear in the photo bar at the bottom of the Enquiry Detail pop-out when you action the enquiry.
Submit	Send enquiry button

Role-specific notes

• Business Owner: turns the form on or off, copies and shares the URL, and reviews submissions.
• Finance and Supervisor: can view and action all enquiries — confirmed.
• Tradie and Apprentice: cannot view Enquiries — confirmed.

Related workflows

• Reviewing and Actioning Enquiries
• Creating and Sending Quotes
• Configuring Business Settings

Important notes

• No login is required for the client — anyone with the link can submit.
• Photos are supported on the enquiry submission.