Move from inbound request to organized job without losing the handoff
Capture incoming work requests, qualify the opportunity, convert it into a live job, and keep the office-to-field workflow tied together.
Made to fit your workflow
The daily advantages that make this feature feel like part of your front office, not another tool to manage.
Review new requests in a single queue.
See customer details and service needs faster.
Reduce missed follow-up on fresh demand.
Carry customer, service, and note details forward.
Move from intake to execution with fewer clicks.
Keep the workflow clean for office staff.
Know what stage every job is in right now.
Reduce back-and-forth across office and field teams.
Give the business better visibility into pending work.
Send scope, notes, and addresses into the job record.
Cut down on missing-info calls from the field.
Keep office and technician handoff tighter.
How Requests & Jobs works
A simple, repeatable workflow that takes the feature from setup to customer-facing results.
Capture the request
Log inbound work from calls, forms, or staff intake into one request workflow.
Store the customer, service need, and urgency.
Keep intake structured from the start.
Avoid losing requests across disconnected channels.
Qualify and review
Review scope, confirm fit, and decide whether the request should move forward.
Filter noise before it turns into admin work.
Add notes and context for the next step.
Keep decisions visible to the team.
Convert into a job
Turn approved work into a live job record with the right customer and operational details attached.
Carry request data straight into execution.
Remove double entry between teams.
Create a cleaner path into scheduling.
Dispatch and complete
Push the job into field workflows, then track progress through completion and follow-up.
Keep status updates connected to the original request.
Support cleaner closeout for office staff.
Give the business a more reliable work trail.
Ready to try Requests & Jobs?
Start your free trial today and see how this workflow fits the way your business already runs.