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.
Solve the problem without another charge.
This one is not sold separately. It ships with every plan from Basic up, at no extra charge. This page explains whether it needs setup before it can solve the problem.
Put it to work in your plan.
Job Briefs & Client Intake ships free from the Basic plan up, with nothing extra to pay. Check the setup details above, then put it to work without another bill.
See plans and pricing