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Sales
- Clients & properties
- Requests & lead intake
- Site visits & estimates
- Quotes & proposals
- Price book & packages
Operations
- Jobs & scope
- Scheduling & dispatch
- Routes & crew capacity
- Recurring service plans
- Field work & mobile
- Tasks & follow-ups
- Inventory, vendors & equipment
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Features · Sales
Requests & lead intake
Keep new enquiries organized, from the first request to the next step.
What it does
- Service requests
- Lead tracking
- Lead source tracking
- Lead assignment
- Public request forms
- Request form builder
- Online booking page
- Available appointment times
- Booking source tracking
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.
- Requests list: new leads from Google, Yelp, Facebook and returning clients
- New requests waiting for a first response
- Requests in assessment, with site visits booked
- Requests waiting on the client
- Request filters: status, owner, priority, service category, lead source and dates
- Request detail: office park mulch refresh, waiting on the client
- Commercial lot maintenance request with an early-morning assessment
- Urgent request: walkway cleanup at a veterinary clinic
- New request form: client, property, service category, lead source and assessment
- Request actions: schedule an estimate visit, add a quote or a job
- Request form builder: fields, required answers and where submissions go