Requests and bookings settings control how new work enters Fieldified from client-facing forms, online booking flows, and team-created requests. These settings shape what clients see, what information is required, who gets notified, and how the request or booking appears for your team.
Open Client Hub settings to review client-facing request and booking options.
Booking preferences
Booking preferences define how clients book work online and how those bookings land in your schedule.
Review:
- Buffer time: Add time between online bookings so the team has room for travel, cleanup, preparation, or admin work.
- Booked to scheduled behavior: Decide how a client-selected booking becomes a scheduled job or visit.
- Confirmation email: Choose the message clients receive after booking online.
- Availability rules: Keep online booking times aligned with your service hours, team capacity, and dispatch process.
Buffer time is especially useful for mobile service teams. If an online booking takes one hour but your team needs 20 minutes between jobs, the buffer keeps the next slot from being offered too tightly.
Client form fields
Client form fields determine what information clients must provide before submitting a request or booking.
The form usually includes:
- Contact information.
- Property address.
- Booking or request details.
- Selected services.
- Photos and attachments.
- Client-facing messages and consent fields.
Keep required fields focused. A form should collect enough detail for the team to respond confidently while still being quick for the client to complete.
Contact information
Contact information identifies who is requesting service and how your team should follow up.
Collect:
- Client name.
- Company name when the request is for a business.
- Phone number.
- Email address.
Set whether phone or email is required. Requiring at least one reliable contact method helps the team confirm timing, clarify scope, and send quote or job updates.
Property address
The property address tells the team where the work will happen. For service businesses, this can be different from the client’s billing address.
Use the address fields to collect:
- Street address.
- Unit, suite, or apartment number.
- City, state, and postal code.
- Any access instructions needed before arrival.
Address autocomplete can speed up client entry. Full address fields are helpful when you want each part of the address captured separately.
Request or booking details
Use the details section to ask what the client needs. This is the main intake area for scope and service information.
You can customize the wording clients see. For example, you might label the section as Request details, Service details, Project details, or Tell us what you need.
This section can collect:
- Service category.
- Requested date or preferred timing.
- Description of the issue or project.
- Photos or documents.
- Access notes.
- Special instructions.
Use Custom Fields when your team needs structured answers, such as gate code, equipment type, pool size, lawn size, material preference, or urgency.
Services clients can select
Let clients choose from the services you offer so requests arrive with clearer scope.
Review service setup in Products and Services. Service names and descriptions should be plain enough for a client to recognize what they need.
When service selection is enabled, clients can choose one or more services from the form. The selected services can carry into the request and later into a quote or job.
Show service prices
If you show prices on booking forms, make sure the displayed pricing matches how your team actually sells the work. This works well for standardized services with clear rates.
For custom work, use request forms to gather details first, then create a quote after review or assessment.
Team assigned
Use team assignment options when online bookings should automatically show who is responsible for the visit.
This can help clients know who is coming, and it helps dispatchers review the schedule quickly. For requests that still need review, assignment can be done after the request is received.
Manage team members and permissions in Manage Team.
Schedule ASAP
Use the Schedule ASAP option when clients can ask for the earliest available service time instead of choosing a specific date.
This is useful for urgent or flexible work. The request still gives your team the details needed to review, assign, and schedule the job cleanly.
Notifications
Choose which users are notified when a new request or booking comes in.
Notify the people who own intake, scheduling, and sales follow-up, such as:
- Office admins.
- Dispatchers.
- Salespeople.
- Estimators.
- Managers.
The right notification setup keeps requests moving without sending every alert to every user.
CAPTCHA
Enable CAPTCHA when you want to reduce spam submissions from public forms. This is useful when request or booking forms are shared on your website, social media profiles, ads, or local listings.
After enabling CAPTCHA, submit a test request from the client-facing form to confirm the client experience is smooth.
Work request settings
Work request settings define what happens after a request is submitted.
Review:
- Email notifications for new requests.
- Automatic request follow-ups.
- Job forms or checklists attached to request workflows.
- Confirmation messages for clients.
- Internal routing for sales, dispatch, or operations.
Use Email Templates to adjust the language clients receive after submitting a request or booking.
Request forms
Request forms are the public intake links clients use to submit new work. From the settings area, you can copy the form URL, preview the form, edit the intake fields, and share the link.
Common places to use request form links include:
- Website buttons.
- Contact pages.
- Service pages.
- Social profiles.
- Email signatures.
- Google Business Profile.
- QR codes.
See Add request and booking forms to your website and social media for placement ideas and testing steps.