1ClickForm
User manual
1ClickForm carries a client's details from your CRM to a carrier's application, so the same address, roof year and coverage limit are typed once instead of nine times. This manual covers the two things you work in every day — the Chrome extension and the intake form — and starts with everything the product can do, so you know what is there before you need it.
The one-page quick start is this manual on a single A4 sheet — the three steps, what the counts and hints mean, and the common symptoms. Print it and keep it next to the keyboard; come back here for the detail.
Org admin marks something only an organisation administrator can do. Everything else in this manual is available to every signed-in user.
Your first hour, as a checklist
This is saved in your browser, so you can come back to it.
What you can do #
Everything below works from one shared store of client data. Whatever you snap, type or correct in one place is what every carrier receives afterwards.
Snap a client from your CRM
Read the client's details straight off a CRM page — name, address, dwelling, coverage — without copying anything by hand.
Extension → Snap DataFill a carrier's application
One click writes the stored answers into the carrier's own form, converting each value into the wording that carrier expects.
Extension → Fill FormSee and correct everything
The intake form shows every question your selected carriers ask, marks what is required, and saves your answers for all of them at once.
Extension → Intake FormQuote several dwellings
One client can hold several properties. Applicant details stay shared; each property keeps its own risk address, details and coverage.
Extension property picker · intake property tabsSnap and fill without the popup
A small 1ClickForm box sits on the portal page itself, so Snap and Fill are one click away mid-quote. You can drag it wherever it suits you.
On the portal pageBrowse your clients Org admin
Every client your team has snapped, searchable, with their stored values and properties.
Dashboard → ClientsManage the plan and the team Org admin
Upgrade to Pro, buy seats, add colleagues, download invoices, change payment details.
Dashboard → Billing / UsersWhat 1ClickForm does not do
It does not submit an application for you, and it does not decide anything about a quote. It fills fields and leaves them editable — the last look before submitting is always yours. It also never invents an answer: a value it cannot match to one of the carrier's options is reported as a miss and left empty, rather than filled with something close.
How the pieces fit together #
Three operations, one store. Snap writes into it, the intake form edits it, and Fill reads out of it.
You store Roof Type = Composition Shingle once. One carrier's dropdown wants
COMP, another wants Composition Shingle, a third wants
Shingle - Composition. Translating between them is 1ClickForm's job, configured per
carrier, and it is why you should answer questions in the intake form rather than only on a
carrier's page.
Getting started #
Install the extension
- Open the 1ClickForm listing in the Chrome Web Store (the link is in your dashboard under Extension Install) and choose Add to Chrome.
- Approve the permission prompt. The extension needs access to the pages you use it on: it reads a CRM page when you snap and writes into a carrier's form when you fill.
- Click the puzzle-piece icon in Chrome's toolbar and pin 1ClickForm, so it is always one click away.
A release that needs a wider permission — for example to put the Snap/Fill box on the page
itself — makes Chrome ask you to approve the extension again. Until you do, the extension stays
disabled. If 1ClickForm has gone quiet after an update, open chrome://extensions
and look for a prompt on the 1ClickForm card.
Sign in
There are no passwords. You get a fresh 6-digit code each time you sign in.
- Click the 1ClickForm icon. Type your work email and send the code.
- Check your inbox. The code can take up to two minutes to arrive and is valid for 15 minutes.
- Type the 6 digits. You stay signed in on that browser profile until you log out from the header.
Typed the wrong address? Choose Use a different email on the code step — it clears the address and lets you start again.
The dashboard (dashboard.1clickform.com) and the intake form use the same email and
the same kind of code. Emails from the dashboard also carry a Log in button you can click
instead of typing digits.
Plans, snaps and seats
| Plan | What you get | People |
|---|---|---|
| Free | 50 snaps in any rolling 30-day window. Fill is unlimited and never counts against it. | One organisation admin |
| Pro trial | Everything, for the length of the trial. | Up to 10 active members |
| Pro | Everything, billed per active seat. | As many seats as you buy |
A "snap" is one Snap Data run — the initial load of a client and every later update. The
extension's footer shows how many you have used (for example 18/50); hover it for the
exact window. When you run out, the popup says Free limit reached and offers
Upgrade to Pro if you are the organisation admin, or asks you to contact them if you are not.
Filling forms keeps working.
The Chrome extension #
The extension is the tool you keep open while quoting. It recognises the site you are on and offers only what makes sense there: reading a client on a CRM, filling a form on a carrier's site.
A tour of the popup
- Client card — who is loaded, and when they were last read. The heading is the client's name, or their identifier from the CRM when no name was captured. This client stays loaded as you move between tabs and sites, and is who Fill Form writes.
- Property — appears once the client has properties, with a count of how many are saved. Whatever is selected here is the dwelling that gets filled; the line underneath repeats its address and says fills this property. Add property opens the intake form ready to add one by hand.
- Actions — Fill Form, Snap Data to read the page again, Clear to unload the client, and Intake Form for the full questionnaire.
- Client Data (N fields) — everything stored for this client, alphabetically, in a scrollable list. Under it come Addresses (the selected property's risk address plus the shared mailing one) and any other Entities. This is the quickest way to check whether a value is on file at all before you fill.
- Footer — your email, the On-page buttons switch (see the on-page box), your snap count on Free, days left in a trial, and your role.
On a page 1ClickForm recognises, a portal card sits above all of this: the portal's name, its address pattern, whether it is a CRM or a Partner portal, and a Mapped / Unmapped badge. Unmapped means nobody has taught 1ClickForm this site's fields yet, so there is nothing to read or write there. On a mapped CRM the card carries its own Snap Data button.
The portal card as it looks on a CRM page. On a carrier's site the same card says Partner and there is no Snap button on it — carrier pages are written to, never read from, so the action you want there is Fill Form.
With nothing loaded and no recognised site, the popup shows No client snapped and a single Snap Data button. That is the normal starting state.
Snap a client from your CRM
- Open the client in your CRM so their details are on screen. A summary or detail page works best — the more the page shows, the more gets read.
- Click the 1ClickForm icon. The portal card should name your CRM and say Mapped.
- Press Snap Data. The popup reports progress while it reads the page and matches what it found against the questions carriers ask.
- The client card appears with their name. That client is now loaded and stays loaded until you clear it or snap another.
Snapping the same client again later updates them: new values are written, and values the page no longer shows are left as they were. This is how you pull in a correction made in the CRM.
When a snap finishes without matching a single field, 1ClickForm says so instead of quietly loading an empty client. Usually it means you are on a list or dashboard page rather than the client's own page — try their detail view. If it happens on the right page, the site's layout has probably changed and your administrator needs to re-map it.
Several properties on one client
A client can be quoted on more than one dwelling. Applicant details — name, date of birth, phone, mailing address — are shared. The risk address, the property's own details and its coverage belong to each property separately.
When you snap a page whose address is not the property you have selected, the extension asks rather than guessing:
- Create new property — a second dwelling for the same client. Use this when you are quoting an additional home.
- Update this property — the address on the page is a correction to the property you already have.
- Cancel — do nothing.
Use the popup's property picker to choose which dwelling a fill applies to; the line under it always says fills this property so there is no doubt. Add property opens the intake form ready to add one by hand — useful when the second dwelling is not in the CRM at all.
Fill a carrier's form
- Snap or load the client first — Fill needs to know whose data to write.
- Open the carrier's application in a tab and get to the page with the fields. Fill works on what is on screen, so complete the carrier's own first step (line of business, state) if it gates the rest.
- If the client has several properties, check the property picker.
- Click the icon and press Fill Form. Watch the progress line; it ends with a count such as Filled 34/41.
- Every field 1ClickForm filled is tinted green. Scan the form: anything untinted was not answered and is yours to complete.
Filled 34/41 means seven fields were not answered — the value was missing, or the carrier's dropdown had no matching option. 1ClickForm deliberately leaves those empty instead of picking something plausible, because a wrong answer on an application is worse than a blank one.
What a fill does, step by step
A fill is not instant, and that is on purpose. Knowing what it is doing makes it obvious whether something is wrong.
It waits for the page between fields
Many carrier portals react to every answer — fetching the next dropdown's contents, recomputing a total, replacing a whole block with the server's version. 1ClickForm watches the page and continues as soon as it settles, so a portal that answers quickly is filled quickly and a slow one is still filled correctly. A few portals need a fixed pause per field because their reaction happens on the server, invisible on the page; those take a little longer by design.
It comes back for fields that only appear later
Where one answer reveals the next — form code, then classification, then dwelling type, then occupancy — the fields simply do not exist when the fill starts. 1ClickForm fills what it can, then goes round again as the page reveals more, walking the chain one level at a time. This is why a cascading portal takes a few seconds and the count climbs in bursts.
It re-writes values the portal throws away
Some portals post each change and re-render the block from the server, wiping what was just typed. At the end of a run, 1ClickForm re-checks the fields it wrote and fills in any that came back empty. A field the portal reformats — a phone number, a date, a code instead of a label — is left alone: that is the portal doing its job, not losing your data.
What the green tint means, exactly
Green means 1ClickForm put this value here and it is still there. A field the portal emptied again is deliberately left untinted, so green keeps meaning "this one is in". If the page re-renders and colours disappear, the values are still there — the tint is cosmetic.
The on-page Snap/Fill box
Rather than opening the popup mid-quote, a recognised portal page carries the 1ClickForm icon halfway down its right edge. Point at it and a small panel opens with the two buttons that matter.
- It stays open once opened, and the × collapses it back to the icon — it never hides the box, so a stray click cannot take the buttons away.
- Drag it anywhere. Grab the icon or the panel's background (the buttons stay clickable) and drop it where it suits you. The spot is remembered, so every page from then on opens the box there.
- The button that is running shows a spinner, and the outcome — Filled 34/41, Snapped 22 fields, or the error — is written next to it.
- It appears only on portals 1ClickForm recognises and only while you are signed in. Fill shows up once a client is loaded, and never on a CRM site.
- It has no property picker of its own — an on-page fill uses whichever property the popup last selected.
- To remove it from your pages entirely, use the On-page buttons switch in the popup's footer. It takes effect in every open tab at once.
When the extension does not do what you expect
| What you see | What it means | What to do |
|---|---|---|
| No portal card, just No client snapped | This site is not one of the whitelisted portals, or its address does not match the pattern on file. | Check you are on the right domain. If the site should be supported, send your administrator the exact URL. |
| Portal card says Unmapped | The site is known but its fields have not been mapped yet, so there is nothing to read or write. | Ask your administrator to map the portal. Nothing you can do from here. |
| Fill Form is not offered | Either no client is loaded, or you are on a CRM site — those are only ever read from. | Snap a client first, then open the carrier's page. |
| Filled 0/40 | The form's fields were not the ones expected — often because the carrier's page is still on an earlier step, or the form is inside a part of the page that had not loaded. | Complete the carrier's first step, let the form finish loading, and fill again. |
| A dropdown stays empty | Your stored answer has no equivalent among that carrier's options. It is reported as a miss on purpose. | Choose the nearest option by hand. If it comes up on every client, tell your administrator — the pairing can be configured. |
| Free limit reached | 50 snaps used in the last 30 days. | Fill still works. Upgrade from the dashboard, or ask your organisation admin. |
| Pro trial expired | The trial ended without a payment method. | Add billing details in the dashboard; a member should ask their org admin. |
| Nothing happens at all | The extension was reloaded or updated while the tab was open, so the page is running an old copy of it. | Refresh the portal tab and try again. |
The intake form #
The intake form is where you see the whole picture: every question your selected carriers ask, what is still missing, and what each carrier will actually receive. It is the right place to fix data, because a correction here reaches every carrier — a correction typed on one carrier's page does not.
Opening it
- Snap the client in the extension.
- Press Intake Form. It opens in a new tab at the client's own address.
- If you are not signed in there yet, enter your email and the 6-digit code — the same sign-in as the extension. You land back on the client.
The header shows who you are working on: name, client number, and date of birth when it is known. Seeing Client not found instead usually means you are signed in with a different organisation than the one that snapped the client — log out and back in with the right account.
Choose the carriers
Tick the carriers you are quoting. The form below is built from their questions — the union of everything they ask, each question appearing once no matter how many of them ask it. Untick a carrier and its questions go away; your answers are kept.
With nothing ticked, the form says Select at least one carrier to see its fields. Your selection is remembered for that client.
“Show per-carrier values” — what it is for
Tick it and each dropdown gains a line showing what the selected carriers will actually receive
for your chosen answer — listed only for carriers that translate it into a different wording. So
Roof Type = Composition Shingle may show Bamboo → COMP while the others
take it as it stands. It is off by default and changes nothing about filling; it is there for the
moment you want to be sure.
Answering the questions
Questions are grouped into sections — applicant, property, coverage, underwriting, mailing. A few things are worth knowing:
| What you see | What it means |
|---|---|
| * and - required next to a label | At least one selected carrier insists on this field. Required is the strictest rule across your selection, so it can change as you tick carriers. |
| “Field is required.” in red | Shown after you press Save with the field still empty. You can save anyway — see below. |
| “Won't fill Carrier X (no matching option).” | Your chosen option has no equivalent at that carrier, so it will be left blank on their form. Not an error — a gap you now know about before you submit. |
| “Needs review — couldn't fill this from the stored value.” | The answer was expected to come out of something already stored (a full address, a full name) and could not be recovered cleanly. Type it once and it is fixed. |
| A question you expected, missing | Some answers are computed rather than asked: age of roof from the roof year, "built before 1975" from the year built, a total the portal calculates itself. Deselect the carrier that derives it and the question returns for one that asks it plainly. |
Addresses
The risk address block is the property being insured. The mailing address block has a same as the property address checkbox — tick it and the mailing block collapses, its required fields stop being asked, and saving copies the risk address across. Carriers that ask "is the mailing address the same?" are answered from the two addresses on file, so you do not answer it once per carrier.
Type the street line as one line. Carriers that want it in pieces — number, name, type, direction — have those worked out from the line when you save, so you never type them twice.
Property tabs
When a client has more than one dwelling, tabs appear above the risk address. The hint under them spells out the rule: risk address, property details and coverage apply to the selected property; applicant and mailing are shared across all properties.
- New property adds a tab. It is a draft until you press Save — abandon the form and no empty property is left behind.
- Remove this property deletes the selected one, along with its own values. It appears only when more than one exists.
- Switching tabs mid-edit is blocked while a save is in flight, so answers cannot land on the wrong dwelling.
Saving
Press Save. The bar at the bottom tells you where you stand: Unsaved changes while you type, Saved. when everything is stored, and Could not save — please try again. if the request failed (nothing is half-saved; try again).
Saving with required fields still empty is allowed on purpose — you often do not have every answer yet. The bar then says how many are missing and names the first few, with and N more for the rest. The marks clear as you fill them in.
Under the button, Open a carrier's application form gives you a direct link to each selected carrier's own site — handy for going straight from the intake form to filling.
Intake form questions
Do I have to use the intake form at all?
No — snap and fill work on their own. The intake form earns its place when a carrier needs something the CRM does not hold, when you want to see what is missing before you open a carrier's site, or when one client is quoted across several carriers and you would rather answer each question once.
I fixed a value on the carrier's page. Is it stored?
No. Filling is one-way: from the store to the page. A correction typed on a carrier's form stays there, and the next carrier gets the old value. Put corrections in the intake form (or re-snap from the CRM after fixing it there).
Why does one dropdown have fewer options than the carrier's own?
The list is the shared vocabulary across your selected carriers, with each meaning appearing
once — so Yes, Y and 1 are one choice, not three. If an
option a carrier really offers is missing, tell your administrator; the vocabulary is
configurable per carrier.
Three complete workflows #
A new quote across three carriers
- Open the client in your CRM. Extension → Snap Data.
- Extension → Intake Form. Tick your three carriers.
- Work top to bottom filling anything marked required, then press Save. Note any won't fill warnings — those are the fields you will finish by hand on that carrier's site.
- Use Open a carrier's application form to jump to the first carrier. Get to the page with the fields.
- Extension → Fill Form. Complete anything left untinted, review, submit.
- Repeat for the other two carriers. No re-snapping and no re-typing: the client stays loaded.
A client with two homes
- Snap the client from the CRM page for the first home.
- Open the CRM page for the second home and press Snap Data again. When asked, choose Create new property — the address is different, so this is a second dwelling, not a correction.
- If the second home is not in the CRM, use Add property in the popup instead: the intake form opens ready to add it, and you type its risk address and details.
- In the intake form, use the property tabs to complete each dwelling. Applicant and mailing are answered once for both.
- Before each fill, pick the right dwelling in the popup's property picker — the line under it confirms which one will be filled — then press Fill Form.
Your organisation, plan and people #
dashboard.1clickform.com is for organisation admins. Members do all their work in the
extension and the intake form and do not need it.
| Section | What you do there |
|---|---|
| Overview | Your organisation's status, trial and billing at a glance. |
| Clients | Search every client your team has snapped; open one to see its stored values and its properties. |
| Users | Buy seats, assign an email to a seat (the colleague gets a welcome email), deactivate someone who has left. |
| Billing | Compare plans, start a Pro trial, subscribe, downgrade to Free, download invoices, update the payment method, rename the organisation. |
| Extension Install | The Chrome Web Store link and onboarding notes to send to a new colleague. |
Registration itself happens once, at register.1clickform.com: email, the 6-digit code,
an organisation name — and you have a Free organisation with no card needed. Upgrading is a
separate, deliberate step in Billing.
FAQ #
Does 1ClickForm submit applications for me?
No. It fills fields and leaves them editable. Reviewing and submitting is always yours.
Can I fill a portal that is not in the list?
Not until it is mapped. Each portal's fields are paired with the shared questions once, by an administrator, and everyone benefits from that afterwards. Send your administrator the portal's URL and, if you can, a screenshot of the form.
Two of us work the same client. What happens?
Client data is your organisation's, not your personal copy — a colleague's snap or intake save is what you will see. The client loaded in your popup is per browser, so you each work on whoever you loaded.
Does filling count against my Free limit?
No. Only snaps count — the initial load and each update. Fill is unlimited on every plan.
A fill takes several seconds. Is something wrong?
Usually not. Portals where one answer unlocks the next are filled in rounds, and 1ClickForm waits for each reaction rather than typing over it. A run that ends with a good count and green fields did its job, however long it looked.
Can I use it in another browser?
The extension is built for Chrome (and Chromium browsers that install Chrome Web Store extensions). The intake form and the dashboard are ordinary websites and work in any modern browser.
How do I sign out?
The icon at the top right of the popup. It clears the session and the loaded client from that browser. On a shared computer, sign out when you are done.
Glossary #
Reading a CRM page into the client store. One snap = one Snap Data run, whether it creates the client or updates them.
Writing stored answers into the form on a carrier's page. Never counts against a plan limit.
A site 1ClickForm recognises. A CRM portal is read from; a partner portal (carrier) is written to.
Whether a portal's fields have been paired with the shared questions. Unmapped portals can be neither snapped nor filled.
One shared question — "Roof Type", "Year Built" — held once per client and translated into each carrier's own wording.
One insured dwelling on a client. Risk address, property details and coverage are per property; applicant and mailing details are shared.
The address of the property being insured, as opposed to the mailing address.
A field at least one selected carrier insists on. It follows the strictest carrier in your selection.
An answer computed from another — age of roof from the roof year, for instance — so it is not asked twice.
The web questionnaire built from your selected carriers' questions, and the place to correct data for all of them at once.