Pre-Visit Confirmation Forms
Send clients a form before arrival to confirm appointments, share access details, and gather special requests.
Confirm appointments before your team arrives
Pre-Visit Confirmation Forms let you confirm appointments with clients before your team arrives and collect last-minute details such as access instructions, pet information, and special requests.
Configure this form in Form Settings. Only Owners can access form settings. Managers and Techs cannot open or edit these settings.
What it is
A Pre-Visit Confirmation Form is a client-facing form you send before a scheduled job. Clients use it to confirm their appointment and share details your team needs for the visit.
Clients do not need to log in. They open the form from a secure link tied to that job.
Automatic email on job creation
When you create a new job for a client with an email address on file, NoSavvy automatically sends a pre-visit confirmation email to the client.
The email includes the job title, date, and time, along with a button that links directly to the pre-visit confirmation form. Email copy adjusts based on the client's account type. Commercial clients see We have a cleaning service scheduled for [client]. Residential clients see We have a cleaning visit scheduled for your home.
NoSavvy sends this email once per job per day to avoid duplicates. When the email goes out, the activity log records Pre-visit confirmation email sent to client.
Configurable fields
Use these fields to decide what clients can confirm or share before the visit.
| Field | What It Collects |
|---|---|
| Confirm Scheduled Service Time | Shows the job date and time. Client confirms or requests a reschedule. |
| Access Instructions | Gate codes, parking instructions, and how to enter the property. |
| Animals on Site | Whether pets will be on site during the visit. |
| Site Notes for Today | Any last-minute requests or things the team should know. |
| Custom Questions | Up to 5 custom questions you define, such as Will a site contact be available to let our crew in? or Do we need to bring a ladder? |
All fields are enabled by default. Turn off any field you do not need.
Built-in field labels automatically use residential-friendly wording when the job's client is a residential account. For example, the schedule question reads Does this scheduled service time work for your facility? for commercial clients and Does this scheduled service time work for you? for residential clients.
How to configure
Open Form Settings to control what appears on the form. Toggle each field on or off, add up to 5 custom questions, then save your changes.
How to share
Open the job detail page and find the Form Links card. Next to Pre-Visit Confirmation, click Copy Link and paste the link into an email or message to your client.
The form link is secure. Only someone with the exact link can open it, and the client does not need to log in. Links stay valid for 90 days.
For more ways to send and manage form links, see Sharing Forms.
When a client confirms their appointment, the job status updates to Ready automatically — but only if the Confirm Scheduled Service Time field is enabled in your form settings. If that field is turned off, the job stays in Scheduled after the form is submitted. If a client requests a reschedule, the job is flagged with an issue and the owner is notified by email.
One submission per job
Each form can only be submitted once per job. If a client tries to submit the same form again — whether from a bookmarked link, a page refresh, or a rapid double-click — the duplicate is rejected. This prevents duplicate activity log entries and repeated email notifications.
Required fields are enforced
If a field is enabled in your form settings, the client must fill it in before they can submit. For example, if Confirm Scheduled Service Time is on, the client must confirm or request a reschedule. If Service Rating is on, the client must select a rating. Submissions with missing required fields are rejected with a clear error message.
Where to go next
Use these pages to manage other client forms and learn more about sharing secure form links.