BuildTrack Pro

Support form for your customers (website)

A step-by-step support and warranty form for retail customers, with no login. Share the link or embed it on your website; each request becomes a ticket, and the customer follows it at a private link.

Where it is

Settings for this

Support → Support form is the dealer portal's Support form for everyone else: a customer picks what they need help with, which product, adds photos and videos, gives their details and sends it. No login.

Set it up

  1. Open Support → Support form and tick Support form on.
  2. Word the Page text, and the Request types (e.g. Help with a product, Warranty claim). Tick Ask which product, and when it was bought or Photos or video required per type.
  3. Add your own Questions (e.g. vehicle, fitted by), and the example text in the standard boxes.
  4. Under New requests, set the priority, who it's assigned to, who hears about each one, the Warranty (months) and how many files. Let customers search your products shows a search of your products by name or SKU (name and picture only, never prices or stock); off, they type it.
  5. Press Save.

Put it on your website

The card at the top gives the link (for a button, an email signature or a social post), a snippet that embeds the form and sizes itself, and a plain iframe. Paste the snippet where the form should appear.

What happens to a request

  • It becomes a ticket in Support → Tickets marked Website, with what the customer sent, their photos, the warranty check (marked Not checked: the purchase date is their word) and possible duplicates by serial number.
  • If their email or phone is already in your contacts, the ticket is linked to them; otherwise link or add them from the ticket.
  • The customer gets a reference and an email with a private link to follow it. Reply in Activity with Internal note unticked: they're emailed a link to read it and reply with more photos. A reply on a resolved request opens it again.

Who can do it

Anyone with the Tickets permissions sees the page; changing it needs Edit settings.

Related guides

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