Requests are the starting point for new work. Use them to capture what the client needs, where the work will happen, requested timing, selected services, images, and internal notes before deciding whether the next step is an assessment, quote, or job.
Open Requests to review incoming work.
How requests fit into the workflow
A request gives your team a clean intake record before work is confirmed. It keeps early conversations separate from approved jobs while still preserving the information sales, dispatch, and field teams need later.
A common request workflow is:
- A client submits a request or a team member creates one.
- The team reviews client, property, service, and timing details.
- An assessment is scheduled when the work needs inspection.
- The request is converted to a quote when pricing needs approval.
- The request is converted to a job when the work is approved and ready to schedule.
Use Requests list page and key metrics to manage intake volume and follow-up.
Request sources
Requests can come from multiple places:
- A client submitting a request through Client Hub.
- A booking or request form on your website.
- A social media or Google Business Profile link.
- A phone call entered by an office user.
- An email or text conversation.
- An AI receptionist conversation.
- A repeat client requesting more work at an existing property.
Review AI-assisted intake in AI Receptionist.
What a request includes
A request detail page is organized around the information your team needs before conversion:
- Client and contact details.
- Property address.
- Requested date or preferred timing.
- Products and services requested.
- Description of the work.
- Photos and attachments.
- Assessment schedule and notes.
- Internal notes.
- Activity history.
Use Custom Fields to capture request-specific details your team needs on every inquiry.
Request statuses
Statuses help the team understand where each request sits in the workflow.
Common statuses include:
- New.
- Assessment scheduled.
- Assessment completed.
- Converted.
- Archived.
- Lost.
Keep statuses current so sales and dispatch can filter the list and focus on requests that need action.
Request settings
Request and booking settings control what clients see when they submit requests online.
Review:
- Required client fields.
- Property address fields.
- Service selection.
- Booking availability.
- Confirmation emails.
- Internal notifications.
- CAPTCHA.
- Follow-up settings.
See Requests and bookings settings for the full setup guide.
Next steps from a request
From a request, you can:
- Schedule an assessment on the Schedule.
- Convert the request into a quote.
- Convert the request directly into a job.
- Add notes and attachments for the team.
- Send a client update.
- Generate a share link.
- Archive or delete the request.
Use Request basics for creating and editing requests, Schedule an assessment for site visits, and Convert a request for moving requests forward.