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Features · Sales

Requests & lead intake

Keep new enquiries organized, from the first request to the next step.

What it does

Unlinked items are in the application without a screenshot here yet.

Screens

11 screenshots of this area in Job Pro App, taken with sample business data. Select an image to open it full size.

  1. Requests list: new leads from Google, Yelp, Facebook and returning clients
  2. New requests waiting for a first response
  3. Requests in assessment, with site visits booked
  4. Requests waiting on the client
  5. Request filters: status, owner, priority, service category, lead source and dates
  6. Request detail: office park mulch refresh, waiting on the client
  7. Commercial lot maintenance request with an early-morning assessment
  8. Urgent request: walkway cleanup at a veterinary clinic
  9. New request form: client, property, service category, lead source and assessment
  10. Request actions: schedule an estimate visit, add a quote or a job
  11. Request form builder: fields, required answers and where submissions go

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