Smart quote inbox

See what needs attention next.

The customer sends the useful details. The owner sees who owes the next step.

Open request

Waiting

Waiting work stays visible, not urgent.

The customer or another next step is pending.

Submit sample request

Likely fit

The request matches the fictional business’s reviewed service path and includes enough information for the next step.

Next: Review the request and confirm the next step.

Miguel Santos

Responsibility: WaitingProgress: Contacted

Deep Cleaning

Single-family home · Kitchen + bathrooms · Pets in home

3 photosPrefers callJun 24, 4:18 PM

Likely fit

The request matches the fictional business’s reviewed service path and includes enough information for the next step.

Next: Review the request and confirm the next step.

Ashley Morgan

Responsibility: WaitingProgress: Quoted

Office Cleaning

Small office · Lobby + restroom · Recurring inquiry

2 photosPrefers emailJun 23, 9:35 PM

Owner workflow

Review the request, contact the customer, choose the next responsibility, and keep private notes with the details.

View launch kit