Job Briefs & Client Intake
Do not let missing photos, forms, or job details slow the first visit. Your receptionist sends customers the right secure link before the appointment, so your team can quote sooner, bring what the job needs, and start useful work right away.
How it solves the problem.
Use one intake flow, not two systems
Field-service teams can call it Job Briefs. Document-led teams can call it Client Intake. Both names use the same secure collection workflow.
Bring the right parts the first time
Customers can share the leak, model plate, damage, or wider view before your team heads out.
Start the appointment without paperwork
Customers can send forms, reports, IDs, and other files before the meeting, so the useful work can begin sooner.
Stop chasing missing details
Set up the questions once. Your receptionist sends the right secure link, and the information is ready before work begins.
Business Texting
Included with Business Texting on Growth or Scale; activate separately
See plans and pricing