Every service has a booking mode: Direct Booking, Request + Estimate, or Quote Only. A customer never sees a request form for a Direct Booking service - they book a real time straight away. The other two modes are what create a quote request.
How a request is created
When a customer submits your booking form for a Quote Only service, or for a Request + Estimate service, the submission is not turned into an instant booking. It is saved as a row you review, with the customer's name, email, phone, service address, the service(s) they selected, and any project description or intake question answers they filled in.
| Mode | What happens on submit |
|---|---|
| Quote Only | No price is shown. The customer's details and answers are saved for you to review and price from scratch. |
| Request + Estimate | A tentative price is shown, but the order still needs your review before it is confirmed - it does not book instantly like Direct Booking. |
Where it lands
Service Intake › Quote Requests
Every quote request appears in Service Intake, on the Quote Requests card, with the customer, their contact details, a status and a View action. Opening one shows the full request: customer information, requested service, any answered intake questions, and their message.
Service Intake, Quote Requests. Each row opens to the full request.
What you can do from a request
- Call, email or chat the customer directly from the request page.
- Open the linked customer profile if one already exists.
- Schedule a follow-up reminder so a quote you have not priced yet does not get forgotten.
- Create an estimate from the request - it carries the customer's details, requested service and answers straight into the estimate builder.