Smart quote inbox

See what needs attention next.

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

Waiting

Waiting work stays visible, not urgent.

The customer or another next step is pending.

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.

Elaine Foster

Responsibility: WaitingProgress: Contacted

System Tune-Up

Single-family home · Spring maintenance · Filter photo

3 photosPrefers callJun 24, 3:50 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.

Brian Lee

Responsibility: WaitingProgress: Quoted

Heater Repair

Furnace closet · Heater not starting · Intermittent issue

2 photosPrefers emailJun 23, 10:45 PM

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