Customer intake software
for service businesses.
DocOtto is a no-code intake and document workflow platform. It captures the request, drafts the agreement, collects the signature and the deposit, and tracks every customer on one board. From intake to signed and paid.
Intake is where good businesses leak revenue
The work is good. The follow-up is the problem. Requests arrive by phone, text, and email, and every one that slips through a crack is a job someone else wins.
Requests scatter everywhere
Phone calls, voicemails, texts, emails, and web forms all arrive in different places. There is no single list of who asked for what.
Follow-up depends on memory
Who got a quote? Who needs a contract? Who owes a deposit? When the answers live in your head or a spreadsheet, things get missed.
Paperwork trails the work
Agreements get signed after the job starts, or never. Deposits get collected late, or never. The paper trail is always catching up.
What DocOtto covers
One platform for the whole stretch between "I am interested" and "signed and paid."
Capture every request the same way
Smart intake forms on your website, QR codes on your trucks, links in your emails. Every request lands in the same pipeline no matter where it came from.
Quote and qualify automatically
Put your price list in the form for instant quotes, or route jobs that need an in-person look to your estimate calendar. Conditional logic asks only what applies.
Get it signed and get the deposit
The agreement pre-fills from the intake answers and goes out for ESIGN compliant e-signature. The Stripe deposit follows the signature.
Track everything on one board
Every customer is a card that moves from new request to signed and paid. The card updates when they sign and when they pay, and your customer gets a Living Link status page.
Also built in: reaching the customers you already have
Intake is not only new leads. Send fillable forms and PDFs to your existing customer list for renewals, agreement updates, and seasonal campaigns, and track responses the same way.
Intake templates across industries
120 ready-made templates. Pick your industry and customize from there.
Frequently asked questions
- What is DocOtto?
- DocOtto is a no-code intake and document workflow platform for service businesses. It combines smart forms, fillable PDFs, e-signature contracts, Stripe payments, customer status pages, and pipeline tracking in one workflow.
- How is DocOtto different from a form builder?
- Form builders collect responses and stop. DocOtto manages what happens after the response: review, contract generation, e-signature, payment, and customer status tracking, all on one board.
- Is DocOtto a CRM?
- No. A CRM tracks relationships and sales activity. DocOtto runs the intake and paperwork workflow: the form, the quote, the contract, the deposit, and the status page. Many businesses use it alongside a CRM or instead of one when the workflow is the hard part.
- Who is DocOtto for?
- Service businesses and organizations that collect customer information, send documents, chase signatures, and request payments. Home services, events and venues, professional services, schools, and clubs are common fits.
- How long does setup take?
- Most businesses start from a template and publish their first intake form the same day. Contracts and payments connect when you are ready, not all at once.
Ready to stop chasing?
Capture every request, send every agreement, and collect every deposit from one place.