The Intake Form module helps freelancers collect important project information before work begins.
Administrators can enable intake forms for both services and jobs, allowing freelancers to ask custom questions and gather all the required details from employers before starting a project.
This is a Gigneo Pro module and requires a minimum Enterprise License or higher.
Enable the Module
Before using the Intake Form module, make sure your Gigneo Pro license is activated.
Navigate to:
WP Admin → Gigneo → Modules
Enable the Intake Form module.
Configure Intake Forms
Administrators can enable intake forms by navigating to:
WP Admin → Gigneo → Settings → Others
From here, you can enable intake forms for:
- Service
- Job
- both
Service Intake Forms
When creating or editing a service, freelancers can build a custom intake form by adding the questions they want employers to answer.
For each service, the freelancer can choose when the intake form should be completed:
- Pre-Hiring – The employer completes the intake form while placing the service order.
- Post-Hiring – The employer completes the intake form after the order has been created.
If Post-Hiring is selected, the employer must complete the intake form before the freelancer begins working on the order.
This gives freelancers the flexibility to decide when they want to collect project requirements based on the type of service they offer.
Job Intake Forms
Freelancers can also create intake forms for job proposals.
When submitting a proposal, the freelancer completes the required intake form along with the proposal details.
This allows employers to receive all necessary project information while reviewing proposals.
View Submitted Responses
Submitted intake form responses are available from the order or proposal details, allowing both parties to review the provided information throughout the project.
Benefits
The Intake Form module allows you to:
- Collect project requirements with custom forms.
- Enable intake forms for services and jobs.
- Choose pre-hiring or post-hiring forms for services.
- Collect intake information during job proposal submission.
- Reduce unnecessary back-and-forth communication.
- Start projects with complete requirements from the beginning.
This module helps freelancers and employers communicate more effectively by ensuring all required project details are collected before work begins.