Work requests serve as an initial form of communication from your customer before they are turned into an estimate or a job. They provide general information about the work your customer wants to get done.
Requests can either be generated when your customer fills out a work request form
(from your website or following a link) or added manually (for example, when you take a request by phone).
Here is a guide on how to add work requests manually:
Go to the 'Requests' page from the left-side menu and click 'Add Request'
at the top-right corner:
Fill out the information about the work to be done and click 'Save' or 'Save & View':
The new request will be displayed on the 'Requests' page. To edit, delete, or archive a request, click on the three-dots menu at the end of the row. You can also enter
the editing and view mode by clicking anywhere on the row:
In the view mode you can view all the request details. The menu at the top right corner also allows you to edit the request, add a task for your employees, and convert the request into an estimate or a job:
See also: