New service requests
Website, email, phone, and referral requests need source, owner, status, reply due date, and next action.
Request lead intake fix
Local service businesses
Keep service requests, quotes, invoices, and delivery handoff in one owner-reviewed flow.
For repair, installation, appointment, project, and field-service teams where new requests arrive through forms, calls, email, chat, or referrals but the next action is still tracked manually.
Where revenue leaks
Most fixes start after the request arrives.
Quote follow-up
Sent quotes need follow-up date, owner, revision notes, decision status, and close reason.
Request quote follow-up fixInvoice and payment handoff
Accepted work needs invoice status, payment-instruction review, receipt evidence, and delivery-start condition.
Request invoice handoff fixDelivery proof
Work in progress needs required inputs, access boundary, due date, completion proof, customer confirmation, and follow-up.
Request delivery handoff fixFirst build scope
- One request queue with source, owner, status, next action, and reply due date.
- Quote follow-up fields for sent date, follow-up date, revision note, and close reason.
- Invoice/payment handoff fields for accepted scope, instruction review, receipt status, and evidence link.
- Delivery handoff fields for start condition, required inputs, access boundary, completion proof, and follow-up date.
- Daily review notes so the workflow can be operated without a full CRM migration.
Safe boundaries
No customer contact, quote, contract, invoice, payment instruction, BTC address, delivery start, access request, or money movement is created automatically.
No passwords, wallet seeds, private keys, exchange credentials, customer secrets, or platform accounts are requested by this page.