Prerequisites:

You need an Assist station and a Standard licence or higher
A dedicated Operations Manager must be defined - this is the person who receives notifications about requests
The station's email address must be set up so that notifications about requests are received:Settings - Station - so that none of them are forgotten

Creating an order form

Step 1: Log in to Assist (you need the administrator role)

Step 2: Go to "Network" -> "Order form"

Step 3: Select "Add"

Step 4: Give the form a name. If you are creating the form for a customer, we recommend using the name of the customer who will have access to it. Like this:

Step 5: Adapt the form to your needs - you can change these details at any time.

Tip: The "Customer" field lets you pick a customer from your customer register and link them to the form. Every request submitted through the form will then automatically have that customer as the requester. This is useful when you share the form with a regular customer. If the form is going on your website instead, we recommend leaving the field empty.

Step 6: You can preview the form to see how it will look, by clicking "See form". You will then see how the form looks to your customers.

For information: the logo and map are taken from: Settings - Station

Sharing the form with a customer or on your website

You can share the form in several ways, depending on whether you are sending it straight to a customer or making it available through your website.

1. Shareable link

Use when: you want to share the form directly with a customer.
Copy the unique link and send it to the customer, by email or SMS for example.
The customer can bookmark the link or store it internally in their business for later use.
Share the link on your company's Facebook page or Instagram and so on. It will look like this:

👉 Click See form to test the form, or Copy link to send it to the customer.

Tip: if you are using Windows, you can share a QR code like this:

Click "Copy link"
When the screen below appears, click the "QR code" icon.

2. iFrame (embedding on a website)

Use when: you want the form to be available directly from your own website.
Copy the iFrame code and paste it into the page you want.
The form then appears as part of your website, so customers can place an order without having to open an external link.

👉 Click Copy iFrame to get the code.

e.g.:

Create a new link

If a form is misused or shared with the wrong people, you can easily generate a new link.

When you create a new link, the old link (and any iFrame code) stops working immediately.
The new link has to be shared with the customer again.

👉 Use the Create new link function if you notice unwanted bookings, or that the form has been shared outside the intended audience.

💡TIP

Some websites can conflict with the iFrame and other modal features, which can make it difficult to scroll down inside the form. Here are two suggested solutions:

Solution 1:

Use this iFrame code instead. It forces the iframe to be 2200 pixels tall, which is enough to avoid triggering scrolling on the iframe even on the smallest phones. The modal then handles all the scrolling.

´´<iframe style="border: 0; width:100%; overflow:hidden" src="(https://forms.getassist.app/form/xxxxxx)" width="100%" height="2200" scrolling="no"></iframe>´´

Solution 2: (recommended)

Even better is not to use an iFrame at all. The way the modal works now, you get a lot of padding and the form ends up very small.

Create a button and set it to "open in a new tab". Then you simply link straight to the form, so it opens in a new tab when customers click the "Order roadside assistance" button. Everything is then formatted correctly and looks good on mobile.