Everything customers send (booking forms, website forms, estimate tools, portal requests) lands in Requests. Statuses are New, Needs approval, Converted and Archived.
- Use Convert to quote or Convert to job to start the work.
- A held booking shows a banner saying the time is held on your schedule. Press Accept and schedule to confirm it, or Decline to free the slot. Either way the customer is emailed.
- Archive requests that don't need anything.