Move new business forward.

Move new business from intake to outcome.

Forthio helps service businesses collect customer requests, keep the details organized, decide what to do next, follow up, and send proposals. When a customer says yes, their information, notes, and history stay together.

Get started See how it works

One organized place for every customer request

WorkspaceInquiries

Review and manage client inquiries.

Manage forms

28Total inquiries

7New

5Reviewing

13Qualified

Overdue 2Needs resolution 3Unassigned 4Assigned to me

CustomerStatusQualificationNext action

Jordan CaseyINQ-2481 · Deck replacement

NewNeeds reviewReview intake today

Maya SmithINQ-2477 · Patio installation

ReviewingQualifiedPrepare proposal

Devon AshfordINQ-2465 · Storage addition

QualifiedQualifiedReview response

How Forthio works

One clear path from customer information to the work that follows.

Customers share what they need through a form. Forthio organizes each request so your team can review it, follow up, and decide what happens next.

01Customer submitsInformation arrives
02Inquiry is createdContext is organized
03Review & qualifyStaff understands fit
04Take actionMove the opportunity
05Move forwardContinue or close

Customer submits information

Start with the details that matter.

A customer completes the business's public Forthio form.

Tell us about your projectYour nameProject typePreferred timelineSubmit request

Inquiry is created

A customer request becomes an organized inquiry.

Forthio keeps the submitted details together so your team can see what the customer needs and what requires attention.

✓INQ-2481Jordan Casey

Exterior Project Request

Status: New
Submitted: Today, 9:42 AM
Owner: Unassigned

Review & qualify

Understand what needs attention.

Your team sees what the customer needs, checks for missing details, decides whether the work is a good fit, and chooses what should happen next.

AI-assisted reviewPrepared inquiry brief

Deck replacement requested for early fall. Existing structure may require inspection.

Needs attentionTwo required details are not present.Your team makes the final decision.

Take action

Give the opportunity a clear next move.

Choose who is responsible, ask for more details, follow up, set the next step, or prepare a proposal.

Assigned to: Maya S.
Next action: Send proposal
Due: Tomorrow

Deck replacement proposal$18,400 · Ready to send

Move forward

Keep the full history together.

If the customer says yes, their details, notes, follow-ups, and next steps stay together. If not, record what happened and close the request.

Customer proceedsAccepted

Details and history stay together.Next: Confirm start details

Not proceedingClosed

What happened is recorded.Reason: Timing changed

Connected capabilities

Built around the way service teams actually move new business.

Everything works together to keep each customer request organized—from the first form through follow-up, proposal, decision, and next steps.

Intake & Forms

Create forms that collect the right customer details and turn each response into an organized request.

Inquiry Workspace

See every new request in one place, search and filter them, and choose who is responsible.

Review & Qualification

See what the customer needs, spot missing details, and decide whether the work is a good fit.

Proposals & Follow-up

Prepare and send proposals, track the customer’s response, and keep the next step clear.

Team Workflow

See who is responsible, what has happened, and what needs to happen next. Keep notes, reminders, and follow-ups together.

Customer Decisions & Next Steps

When a customer says yes, keep their details and history together. If they say no, record the result and close the request.

Inquiry workspaceINQ-2481 · Exterior Project Request

Inquiry

Jordan Casey

Reviewing

jordan.casey@example.com Submitted today at 9:42 AM

AI-assisted analysisAdvisory preparation for staff review

Prepared inquiry brief

Customer is seeking a full deck replacement. Timing aligns with fall availability, but structural condition and access details need clarification.

Needs attention2 details may need clarification

Existing structure condition and property access were not provided.

Suggested question · not sentCan you share a photo of the existing deck?

Useful before staff confirms qualification.

✓ Staff review is required before qualification or customer follow-up.

ProposalDeck replacement · $18,400Status: Sent

Next actionReview customer responseDue today

Workflow awarenessOwner: Maya SmithReminder active

Move forward

The customer’s decision is part of the process—not the end of it.

Forthio keeps the customer’s details, notes, proposal, follow-ups, history, and next steps together when they make a decision.

When a customer says yes, their details and history stay together
When they say no, record what happened and close the request
Your team can always see what still needs attention

Opportunity outcomeWhat happens after a decision

Qualified inquiry

Connected recordJordan Casey

Intake, review, proposal, notes, ownership, and activity remain together.

Customer proceedsAccepted

Proposal acceptedDetails and history stay together

Next action: confirm start details. The team stays organized around follow-ups, notes, ownership, activity, and next steps.

Customer does not proceedClosed

Decision recordedInquiry closed

Reason: timing changed. The decision is recorded so the inquiry does not remain unresolved.

Move new business forward.

A clearer way to move new business forward.

Keep customer requests, follow-ups, proposals, notes, decisions, and next steps together in one organized place.

Get started