Help centre / Job Requests & Quotes

Create a job request

Capturing the client, property, service required, what3words and photos correctly.

Requests → New Request. A well-captured request means the right trade is matched and the acknowledgement email lands with the right person.

Steps

1. Client — pick with the client picker (search by name or company). If they have named contacts choose the requester; their email and phone are carried so the acknowledgement has a recipient.
2. Address — address lookup fills street, town, postcode and coordinates. Pick one of the client's registered properties to inherit access notes and the on-site contact.
3. what3words — optional ///word.word.word for hard-to-find entrances; it is passed to suppliers and operatives.
4. Title & description — as you type, Service Required is suggested from the wording (plumbing → Plumber, electrics → Electrician). Override it if needed; a manual pick is never overwritten.
5. Priority & target date — priority drives sorting and the SLA colour; the target date is the client's expectation.
6. Photos — attach as many as you like.
7. Save.

What happens next

• The requester receives a branded "We're on it" acknowledgement with the reference.
• The request appears unclaimed at the top of the list.
• The area-match card on the request suggests suppliers who cover that area and trade, with one-click Ask.

Good habits

• Check the Service Required suggestion — it drives supplier matching.
• Use AI Brief to turn a rambling description into a tidy scope and category.
• Add the client's PO number in notes now if they work that way; it flows through to the invoice.

Related: Acknowledgement emails · Area-match suppliers & one-click Ask · what3words