Requests in the Fieldified App

Overview

Requests capture new work before it becomes a quote or job. Your team can create them internally, and clients can submit them through your request and booking forms.

An assessment is a scheduled appointment connected to a request. Use it to inspect the property, clarify the service, collect details, and prepare a quote or job.

You can manage the complete request list from Requests in the Fieldified web app.

Create a request

Create a request from either of these places:

• Schedule: In day or week view, tap an empty time and select New Request.
• Quick Create: Tap the add icon in the lower-right corner and select Request.

Starting from a client or schedule slot may prefill the client, date, time, property, or assignee.

For a blank request:

1. Tap the add icon in the client field.
2. Select an existing client or create a new client.
3. Select the service property.
4. Enter a short request title describing the required service.
5. Complete the service details.
6. Add or schedule an assessment when needed.
7. Save the request.

A client is required to save the request. The remaining fields can be completed as information becomes available.

Service details and availability

Answer the configured request-form questions to record the client’s needs. The same questions can appear on your public request form and on requests created internally.

When the form includes customer availability, record the client’s preferred days or times under Your Availability. Availability is a preference and does not place an appointment on the schedule. Add a date or time under Assessment Details to schedule actual work.

Add line items to a request

Line items make it easier to prepare the eventual quote.

1. Save the request.
2. Reopen it.
3. Find Products / Services.
4. Add the relevant products, services, descriptions, quantities, and prices.
5. Save your changes.

Schedule an assessment

An assessment appears on the schedule and gives the assigned team time to evaluate the requested work.

1. Open the request.
2. Under Assessment Details, tap the add schedule icon.
3. Enter internal instructions for the assigned team.
4. Choose the assessment date.
5. Select a specific time or leave it as Anytime.
6. Assign one or more team members.
7. Tap Save Assessment.

When you create the request from an empty schedule slot, Fieldified uses that date and time, creates an initial duration, and assigns the user creating the request. Review those details before saving.

Unscheduled assessments remain available until a date is selected. Once scheduled, assigned users see the assessment in their Fieldified App schedule.

Actions on requests

The primary action changes as the request progresses.

• A scheduled assessment can prompt you to send a booking confirmation.
• After confirmation, the next action is to complete the assessment.
• A request without an assessment can move directly to a quote or job.
• A completed assessment should be converted or archived.

Open More Actions for the full set of options.

Convert to quote

Creates a quote for the same client and property. The request’s service details and line items remain available as reference while you build the quote.

Convert to job

Creates a job for the same client and property. Use this when pricing approval is not required before scheduling the work.

Send booking confirmation

Send an email or text confirming that the assessment has been booked. Review the client, appointment details, delivery method, and message before sending.

Complete assessment

Mark the on-site assessment complete after the evaluation is finished. The request moves to Assessment Completed, indicating that it should be converted or archived.

Archive

Archive the request when the work will not proceed. Archiving preserves the internal history without keeping the request in active follow-up.

Delete

Delete permanently removes the request and its assessment. Fieldified asks for confirmation before completing the deletion.

Requests list

Open Search or the client and work area, then select Requests to see recently active requests.

Search requests by:

• Client name
• Client phone number
• Property address
• Request title or service details

Each result includes a status label. Select a status filter to focus on requests at the same workflow stage.

Request statuses

• New: The request was submitted or created, but no next action has been taken.
• Unscheduled: An assessment is required but does not have a date.
• Overdue: The scheduled assessment date has passed without completion.
• Assessment Completed: The assessment is complete, but the request still needs conversion or archiving.
• Converted: The request became a quote or job. This is a final request status.
• Archived: The request is not proceeding and was not converted. This is a final request status.

Use status filters to keep new, unscheduled, overdue, and assessment-completed requests from being left without a next step.