Requests
Capture service requests from any channel, web forms, phone, email, or SMS, with clear assignment and tracking from first contact to completed job.
14-day trial · No credit cardEvery lead gets a ticket, not a guessing game
Capture, assign, and convert without switching tabs. The same object moves from first touch to signed scope so you do not lose nuance on the handoff.
Open requests
Web form
Portal
CSR call
One queue for every front door
Website forms, portal submissions, and calls your team types up share the same list, so triage starts with facts instead of screenshots.
Request #1840 · AC not cooling
A. Patel · CSR lead
Team pinged · 2m ago
Owners before the thread goes cold
Assign a CSR, dispatcher, or crew the moment the request lands. Notifications mean the next step belongs to someone, not to the whole company chat.
Request
Scope + photos attached
Estimate draft
Line items ready to polish
Promote intake into real work
When the story is complete, open an estimate or job without retyping. The customer's words stay tied to what you eventually sell.
Included
What Requests unlocks
Every channel in one queue—clear owners, real stages, straight path to work.
One intake
Forms, portal, and calls land structured—not five loose threads.
Clear owners
Assign when it hits the board—no waiting on a meeting.
Real stages
Move through stages you actually use—no sticky-note board.
Convert clean
To estimate or job with context—sold scope matches the ask.
Customer status
They see where things stand—fewer “did you get my form?” calls.
Change order: Panel upgrade
Client approved scope add-on. Ready to schedule return visit.
PM: Weekly project sync
Review open tasks, vendor submittals, and next milestone billing.
Rough-in checklist
Electric crew completing Phase 2 items before inspection.
Invoice milestone #2
Progress billing aligned to completed checklist sections.
Request timeline
What happened without opening four inboxes
4 events
New · Water heater popping (North Park)
Portal form · photo attached
Assigned to N. Brooks for callback window
SMS template queued · due today 4 PM
Customer asked: can you swap tomorrow for AM?
Thread on record · no orphan email forward
Converted to estimate EST-4418
Scope copied · CSR tagged as owner
Done
The full story stays on the request
Intake, assignment ping, customer replies, and conversion all roll up chronologically. When finance or dispatch asks what changed, you point at one thread instead of reconstructing it from forwarded mail.
Pipeline snapshot
Mock counts for a busy Tuesday morning
SLAs on
New / needs triage
8 open
Qualified / in progress
14 open
Scheduled or converted
9 open
Filter by owner, territory, or source so stand-ups focus on what is stuck, not on re-reading the whole board.
See where work piles up before it costs revenue
Stage counts and aging cues keep CSR and sales leadership aligned on what needs a nudge. No more “we will get to that list after lunch” when lunch never comes.
Plug requests into how you already sell and schedule
Public form
Embed on site
Branded intake that feels like you
Collect the fields your techs actually need: property type, urgency, photos, preferred windows, without exposing your internal jargon.
Client portal
Portal submissions in the same queue
Homeowners who already use your hub for invoices can raise new work there, and ops still triages from one requests board.
Customers hear you moved
Receipt and assignment notifications keep homeowners from wondering if the form fell into a void, tuned to your voice, not a generic robot.
Clean handoff to estimates
Attach photos, gate codes, and urgency flags to the request so estimators price the real job, not a half-fetched phone memo.
Reach customers where they reply
Email and SMS stay on the record next to the pipeline stage, fewer “did we answer that text?” mysteries at the end of the week.
ServTrackr
Your business, in your pocket.
Download the ServTrackr mobile app to manage jobs, track teams, and get more done on the move.
Requests questions
Straight answers about intake channels, assignments, pipeline status, customer notifications, and converting requests into estimates or jobs.
Customers can submit service requests through your website form, client portal, phone, or email. All requests land in one unified inbox.
Yes. Assign owners, crews, or individuals so everyone knows who is responsible, from first contact through scheduling.
Every request moves through a clear pipeline, from received to estimated, approved, scheduled, and completed. You and your customer can see the current status at any time.
Yes. Built-in notifications go out when a request is received, assigned, and completed. You can customize these messages to match your brand voice.
Absolutely. Convert any request into an estimate, job, or project with one click. All the request details carry over so nothing gets lost.
Ready to see ServTrackr in action?
Start your free trial to see ServTrackr in action and transform your business today.