Request forms help clients submit the details your team needs before follow-up. A strong form reduces back-and-forth and makes it easier to schedule assessments, create quotes, or book jobs.
Review request intake settings in Client Hub.
What to collect
A request form should capture:
- Client name and contact information.
- Property address.
- Service type.
- Preferred timing.
- Description of the work.
- Photos or attachments.
- Consent or communication preferences when needed.
Use Custom Fields for details your team needs on every request.
After a form is submitted
New submissions appear in Requests. Review the request, confirm the client and property, then schedule an assessment or convert the request into a quote or job.
Best practices
- Keep required questions focused on details your team truly needs.
- Ask for photos when visual inspection helps.
- Use service categories that match your products and services.
- Review request forms regularly as your workflow changes.