Appearance
Manage requests and turn them into quotes
Every booking request lands in one list. From there you can price it up or turn it down.
Manage booking requests
Select Requests in the sidebar to see everything customers have submitted through your booking forms. The label shows a count when something new has come in.
What you're looking at
Four summary figures across the top show where your requests stand: All, New, Accepted and Rejected.
Each request in the table shows:
| Column | What it shows |
|---|---|
| Ref | A reference for the request |
| Client | Who submitted it — name and email |
| Service | The service they asked for |
| Source Form | Which form it came through, and whether from your hosted page or an embedded form |
| Preferred Date | When they'd like the work, if they said |
| Status | Where the request is up to (see below) |
| Submitted | When it came in |
Statuses
| Status | What it means |
|---|---|
| New | Just arrived, not looked at yet |
| In Review | You're looking into it |
| Accepted | You've taken it on |
| Scheduled | Booked in |
| Rejected | You've turned it down |
| Quote Created | You've turned it into a quote |
Find a request
- Search the list with the search box.
- Filter by status using the status dropdown (All Status, New, In Review, and so on) to focus on, say, just the new ones.
Acting on a request
Select the Actions button at the end of a request's row:
- View request — see the full details.
- Save to client list — add the person to your clients.
- Convert to a quote — start a quote from the request. See Turn a request into a quote.
Once a request has been turned into a quote, its row shows Quote Created with a link straight to that quote.
Turn a request into a quote
When a booking request is worth pursuing, you can start a quote from it without re-typing the customer's details.
- Select Requests in the sidebar.
- Find the request and select its Actions button.
- Select Convert to a quote.
HiTradies starts a new quote pre-filled from the request — the customer's details and the service they asked about carry across, so you're not entering them again.
From there it's a normal quote: add your pricing, then save and send it. See Create a quote for the detail.
What happens to the request
Once you've made a quote from it, the request's status becomes Quote Created, and its row links to the quote — so you can always get back to it.
Adding the customer to your clients
If you want the person in your client list before (or instead of) quoting, use Actions → Save to client list on the request. That creates a client from their details, ready to quote, book or invoice like any other.
Turning a request down
Not every request is a job for you. There's no harm leaving one as it is, but if you'd rather clear it, open it and set its status to Rejected so it drops out of your active list.