Job Requests and Visits

Services can use Instant booking from available times or Job request; schedule after review. Request mode is useful for installation, repair, cleaning and multi-day work where staff must inspect the request before agreeing on timing or final price.

Configure request mode

1. Open the service editor.
2. Under Booking method, select Job request; schedule after review.
3. Choose the estimate unit: per job, day or week, and enter the estimated amount.
4. Assign at least one provider and save the service.

Customers submit their contact details, job description, address and preferred date. This creates a request; it does not reserve calendar time and is not a confirmed appointment.

Process requests

Open Dashboard > Services > Job requests. Each card shows the service, customer details, preferred date and request description.

1. Contact the customer and verify the scope, location, timing and price.
2. Move the status through New, Contacted, Scheduled and Closed as work progresses.
3. Record staff-only information in Internal note and save.
4. Add a visit only after the time has been agreed.

Schedule visits

Choose an assigned provider, start and end time, and optionally the agreed price for that visit. Times use the store's booking timezone. Availability and conflicts are checked before the visit is created.

For multi-day work, create one visit for each day. A request can therefore have several visits and providers over its lifetime. Review the created visits and normal appointments before changing a provider's schedule.

Owners, admins, managers and operators can manage requests. Treat customer contact, address and job details as private data and include only information needed to deliver the service.