LOVE YOUR HOME
Let’s plan your
roof inspection.
A few details to get started. Chris will confirm your appointment.
Say it instead of typingOptional voice entry · review before submitting
Say the details in any order. For example: “267 555 0123, John Smith, insured with Erie. He lives at 123 Main Street, Easton, PA 18042. John at example dot com. Tomorrow at 2 PM.” We’ll pick out recognizable details for you to review.
Microphone dictation uses your browser’s speech service. Your voice note is not saved with the request. Automatic matching can miss unclear details; check every filled field.
YOUR VISIT STARTS HERE
Appointment details
REQUEST RECEIVED
Thank you. Chris has your details.
Your request has been saved online. Chris will follow up to confirm your visit.
DOORKNOB · YOUR INTAKE INBOX
Every request,
in one place.
Your dashboard is private.
Sign in as Chris to view homeowner details and connection status.
Sign in with ChatGPTConnection details & next steps
Latis: Requests are saved here first. Automatic lead creation needs MLM’s approved Latis API or webhook connection. The intended flow is this form → Latis → your existing MarketSharp sync.
Google Sheets: Your intake log is private in your work Google Drive. Automatic row delivery requires one-time Google authorization. Until that is finished, requests stay saved here and can be exported as CSV.
Open intake spreadsheet ↗Until connected, open a request, copy the Latis details and enter them in Latis. A Latis sign-in opens your account; it does not connect this form.
Open Latis ↗