A request captures early client interest before the work becomes a quote or job. Use requests to hold intake details, requested timing, property information, photos, assessment notes, and internal context while your team decides the next step.
Open Requests.
Create a request
Create a request when a client contacts your business by phone, email, website form, online booking, social media, or AI receptionist.
From the requests list, choose the create action and add the information your team needs to qualify the work.
Client and billing details
Start by selecting the client. You can choose an existing client or create a new one while adding the request.
Review:
- Client name.
- Company name.
- Phone number.
- Email address.
- Billing address.
- Property where the work will happen.
If the client has multiple properties, choose the correct property before saving. This keeps future quotes, jobs, visits, invoices, and communication connected to the right location.
Use Clients to review client records and properties.
Requested date and time
Add the date and time the client requested, if they gave one. This is the client’s preferred timing and may be different from the final scheduled assessment or job visit.
Use the requested date to prioritize follow-up and scheduling. For urgent requests, add a clear note so dispatch and sales can respond quickly.
Assessment
Use an assessment when someone needs to inspect the property before quoting or booking the work.
An assessment can include:
- Assessment date and time.
- Assigned estimator or team member.
- Instructions for what to inspect.
- Reminder settings.
- Internal notes for the visit.
When saved, the assessment appears on the Schedule and stays connected to the request.
See Schedule an assessment for the full workflow.
Work details
The work details section explains what the client needs. Add enough context that another team member can understand the request without replaying the original conversation.
Include:
- Request title.
- Service category.
- Request description.
- Products and services.
- Photos or attachments.
- Access instructions.
- Internal notes.
Use Products and Services to keep request line items consistent with the services your business sells.
Attachments and internal notes
Attachments and notes make the request useful for sales, estimating, dispatch, and field teams.
Add:
- Photos from the client.
- Site photos from an assessment.
- Measurements.
- Email or call notes.
- Documents, sketches, or signed forms.
- Internal reminders.
Internal notes are for your team. Use client-facing messages when the client should see the update.
Save options
When creating a request, choose the save option that matches what should happen next.
- Save request: Keep the request open for review, follow-up, or assessment scheduling.
- Save and convert to quote: Create a quote when pricing or approval is needed.
- Save and convert to job: Create a job when the work is already approved and ready to schedule.
If the request is missing important details, save it first, then update it after follow-up.
Update an existing request
Open a request to update details after the client sends more information, the team completes an assessment, or the scope changes.
You can:
- Update the client or property.
- Change requested timing.
- Add assessment details.
- Add or edit line items.
- Add notes and attachments.
- Convert the request to a quote or job.
Keep the request clean before conversion. Accurate request details make the quote or job easier to finish.
View the request
The request detail page shows the full story of the inquiry.
Review:
- Client and property information.
- Contact details.
- Requested date and received date.
- Assessment schedule.
- Products and services.
- Notes and attachments.
- Activity history.
- Conversion status.
Use the request detail page when a client calls in, when the team is preparing for an assessment, or when sales is ready to quote.
More actions
More actions give you extra ways to manage the request.
Common actions include:
- Generate a share link.
- Preview the client-facing view.
- Send a message to the client.
- Archive the request.
- Delete the request.
Use archive when you want the request out of the active list but still available for reference. Use delete only when the request was created by mistake or should be permanently removed.
Convert the request
Convert to a quote when the client needs to approve pricing, optional work, or terms. Convert to a job when the work is already approved and ready to be scheduled.
See Convert a request for the full conversion workflow.