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Work requests
Work requests are incoming jobs that are not quotes yet. They come from your website, the client portal, or a staff member logging a call or on-site enquiry.
Open Work Requests in the main sidebar to see them.
Where they come from
| Source | How it arrives |
|---|---|
| Website form | Your site posts to the Work Requests API |
| Client portal | A customer requests work from their portal |
| Staff | Click Add Work Request on the Work Requests page |
Field staff can also create a work request on site. They have create permission by default so they can capture a lead without waiting for the office.
The Work Requests page
The list shows:
- New requests
- Assessment complete
- Overdue
- Unscheduled
- Conversion rate for the last 30 days
Use search and filters to find a request. Export and bulk actions sit under More Actions.
Statuses
| Status | Meaning |
|---|---|
| New | Just arrived, not worked yet |
| Scheduled | An assessment visit is booked |
| Assessment complete | Site visit done, ready to quote or job |
| Overdue | Waiting longer than you expect |
| Unscheduled | Needs a date |
| Converted to quote | A quote was created from this request |
| Converted to job | A job was created from this request |
| Declined | Closed, customer or staff chose not to proceed |
| Cancelled | Closed, the request was withdrawn |
| Not required | Closed, the issue resolved without work |
| Duplicate | Closed, it matches another request |
Convert a request
- Open the work request
- Choose Convert to quote or Convert to job
- Complete the quote or job form
- The request status updates to converted
Office staff can convert by default. Field staff can create and view, not convert.
Close without converting
If the work will not go ahead, close the request and pick an outcome:
- Declined
- Cancelled
- Not required
- Duplicate
Those outcomes stay on the record so you can see why it did not convert.
Permissions
| Role | View | Create | Convert | Delete |
|---|---|---|---|---|
| Owner / Admin | Yes | Yes | Yes | Yes |
| Office | Yes | Yes | Yes | No |
| Field | Yes | Yes | No | No |
Related
- Work Requests API for website forms
- Client portal for customer-submitted requests
- Creating quotes
- Creating jobs