Requests

What this page is for

A request is an enquiry from a customer, before you have priced it. Requests come from your own entry, your booking forms, your website chat and the customer page.

Do the common things

Add a request

1. Open Requests and click + New request.
2. Choose the client and property, or add them first.
3. Describe the work. Click Save request.

Book a free assessment

1. Open the request.
2. Click Book assessment and pick the engineer, day and time.
3. The request moves to Assessment scheduled.

Turn it into a quote or a job

1. Open the request.
2. Click Convert to quote to price it first, or Convert to job if the price is agreed.
3. If the person is not a client yet, click Create client first.

Get a head start with AI

1. Open the request.
2. Click Draft a quote with AI to get suggested lines from your price list. Check every line before you send it.
3. Click Suggest a reply for a polite answer you can edit and send.

Reply to the customer

1. Open the request and write your reply.
2. Click Send email.

What the statuses mean

• New: nobody has dealt with it yet.
• Assessment scheduled: a visit is booked to look at the work.
• After that it becomes a quote or a job, or you cancel it. Use Set status to change it yourself.

If something looks wrong

• A request from your website is missing: check the form is switched on under Settings, Forms.
• Draft with AI is not offered: the AI assistant module is switched off.
• The same person appears twice: open one request, check the client, and cancel the copy.