Request Module

The Request Module centralizes all incoming client service requests in one organized space. Track, filter, and convert requests into quotes or jobs without losing information.

Request Dashboard

The Request Dashboard gives you a complete overview of all client service requests at a glance. From the sidebar, open the Requests section.

Status Counters

At the top of the dashboard, you’ll see status-wise counts:

New – Recently submitted requests awaiting review
Completed – Finished assessments or processed requests
Overdue – Requests past their due date requiring attention
Today – Requests scheduled for today
Upcoming – Future scheduled requests
Converted – Requests that have been converted to quotes or jobs

These counters provide an instant snapshot of your pipeline so you can prioritize what needs attention.

Request List View

The main list displays all requests with key details:

Client Name – Who submitted the request
Title – Brief description of the service needed
Phone Number – Contact information
Date – When the request was created or scheduled
Status – Current stage with colored indicators for quick identification

Status Indicators:

Blue dot New request
Green dot Assessment completed
Red dot Overdue
Teal dot Converted to quote or job

Request Filters

Use the filter section to quickly find specific requests without scrolling through the entire list.

Available Filters:

Search Bar – Type to search by client name, request title, or any text in the request details.
Date Range
- From Date – Set the start date
- To Date – Set the end date
View requests created or scheduled within a specific time period.
Status Dropdown – Filter by request status: New, Completed, Overdue, Today, Upcoming, or Converted.
Clear Filters – Click the X icon to reset all filters and see the complete list again.

Creating a New Request

Capture all client service requests with complete details from the start.

Steps to Create:

Click “Create Request” button from the Request Dashboard
Select or Add Client
- Choose existing client from dropdown
- Search by client name
- Click “Add New Client” if they don’t exist
- Fill in basic client details (name, email, phone, address)
Request Details
- Title (required) – Brief description of service needed
- Date – When request was received (defaults to today)
- Job Type – Select category (Installation, Maintenance, Repair, etc.)
- PO Number (optional) – Purchase order for commercial clients
Custom Fields
- Click “Add Field” button
- Add any business-specific information you need to track
Service Details
- Describe what the client needs in the text area
- Enable “On Site Assessment” toggle if technician visit required
Client Availability
- Best day for assessment – Preferred date
- Another day for assessment – Alternate option
- Preferred arrival times – Morning, Afternoon, Evening, or Anytime
- Technician/Team – Assign who will handle the assessment
Internal Notes & Attachments
- Add private team notes (not visible to client)
- Upload photos, diagrams, or documents
- Check “Link note to related” boxes (Quotes, Jobs, Invoices) to carry information forward automatically
Click “Save” to store the request

The request now appears in your Request Dashboard and can be converted to quotes or jobs when ready.

Viewing and Editing Requests

Access full details of any request and make updates as needed.

View Request Details

From the Request Dashboard, click any request row to open the full details page.

Request Detail Sections:

Request Details

Title, job type, property address
“See Map” link to view location
Date, contact number, PO number

Service Details

Full description of what client needs
Best day and alternate day for assessment
Preferred arrival times
Assigned technician/team

Assessment Section

Completed checkbox – Mark assessment as done
Instructions – Notes for technicians
Start Date and End Date – Assessment period
Team/Technician – Who is assigned

Internal Notes & Attachments

Team communication and uploaded files
Files can be deleted using the delete icon
Additional files can be added anytime

Action Buttons:

Additional files can be added anytime

Email Button Send updates to the client about their request.
Edit Button Modify any information. Changes are saved and tracked in system history.

More Actions Menu

Convert to Quote – Create quotation with all request details pre-filled
Convert to Job – Generate job with request information automatically

Delete Button (bottom left)

Permanently remove the request. Use carefully – consider changing status to “Cancelled” instead to maintain records.

Schedule Request Overview

View requests in a calendar format alongside your scheduled jobs. From the side menu, click Schedule to open the calendar view.

Visual Indicators

Yellow background – New requests that haven’t been completed

Yellow background with strikethrough text – Completed requests

Benefits

See requests organized by date
View requests alongside scheduled jobs for better planning
Identify gaps in your schedule
Plan technician assignments more effectively

This calendar view provides a visual timeline of your workload, making it easier to coordinate assessments and manage team availability.

Magic Link

Allow clients to submit requests directly without calling or emailing.

How to Set Up:

Go to Settings → System Configuration → Request tab
Find the Magic Link field
Click the copy icon to copy the unique URL

Share the Link:

Add to your website
Include in email signatures
Post on social media
Send directly to clients

How It Works:

When clients open the Magic Link:

Request form loads with all fields
Client fills in required information (marked with red asterisk *)
Client submits the form
Upvoit automatically:
- Checks if email/phone matches existing client
- If yes → stores request under that client
- If no → creates new client record automatically

Configure Messages:

In the same settings section:

Success Message – Shown after successful submission
Error Message – Displayed if submission fails

This eliminates data entry for your team and gives clients 24/7 access to submit service requests.

Custom Fields

Capture industry-specific or business-specific information beyond standard fields.

Managing Custom Fields:

Go to Settings → Custom Field
View all existing custom fields in the table
Click “Add Field” to create new one

Creating a Custom Field:

Field Label (required)

The name shown on the form (e.g., “Equipment Model”, “Warranty Status”)

Field Type (required)

Choose format:

Text Box – Single-line short text
Text Area – Multi-line longer text
Dropdown – Select from predefined options
Date Picker – Calendar selection
Checkbox – Yes/no options
And more…

Select Module (required)

Choose where this field appears:

Request
Quote
Job
Invoice

Custom fields appear in the “Add Field” section when creating or editing requests.

Best Practices

Request Management

Update status regularly to keep dashboard accurate
Use descriptive titles for easy identification
Attach photos when clients report visual issues
Link notes to related modules to maintain continuity

Assessment Scheduling

Capture both preferred and alternate dates
Note arrival time preferences to improve customer satisfaction
Assign technicians based on availability from Schedule view

Converting Requests

Complete assessments before converting to ensure accurate quotes
Use “Convert to Quote” when pricing is needed
Use “Convert to Job” for immediate work authorization
All notes and attachments carry over automatically

Magic Link Usage

Add to website contact page for 24/7 submissions
Train clients to use it for faster service
Customize success message to set expectations