The Requests feature in BlueSuite allows you to capture and manage inbound job inquiries from potential customers. Requests can be created manually, submitted through a form on your website, or sent in from a link you share.
Not every business needs requests. If work comes in by phone and you book it straight away, a separate step for tracking inquiries is just extra clicks. That is why new workspaces start with the Requests module turned off.
Requests is worth turning on if leads reach you before you quote them, so you have somewhere to triage them, respond, and keep track of what you have not answered yet.
Turning it off later hides requests from the sidebar and stops new ones coming in. Nothing is deleted, so anything you have already captured is still there if you turn it back on.
If you build a client form that files requests, BlueSuite turns this module on for you, since a form has nowhere to put a request without it.
A Request is a lead or inquiry from a customer who wants your service. It typically includes the customer’s name, contact info, and details about the job they need.
Build a client form, ask whatever you need to ask, and put it on your own website or share its link. Every submission files a request in BlueSuite with the customer’s answers, address, and any photos they attached.
How to Use:
See Client Forms and Online Booking for building the form, and Embedding Forms on Your Website for putting it on your site.
Example Use:
Add a “Get a Quote” or “Request Service” form to your homepage, and any submission will instantly appear as a new request in BlueSuite.
On the Advanced plan, a client form can also let the customer choose an appointment time. The request arrives the same way, with an appointment already on a team member’s calendar, so there is nothing to schedule and nobody to call back.
Only times a bookable team member is genuinely free for are offered, so a request like this never lands on top of work you already have.
You do not need a website to take requests. Every published client form has its own page, and the Share panel in the form editor gives you the link and a downloadable QR code alongside the embed code.
Put the link in an email signature, a text message, or a social profile. Print the QR code on business cards, vans, or yard signs so customers can scan it and reach the form on their phone. Download it as an SVG for anything going to a printer, since it stays sharp at any size.
Anyone can open the link and submit it. No account is needed, and it works on every plan.
If you use the client portal, you can choose one of your client forms as the form your signed in customers use to ask for work. Set it under Settings > Client Portal > Request Form, and a New Request button appears in the portal for them.
Because they are already signed in, their details are filled in for them and they pick from the properties you have on file.
If you’re using the BlueSuite-hosted website, you already have a built-in lead form. No setup needed.
Where to Find It:
If a customer calls or texts, you can create a request manually.
How to Add One:
Requests in BlueSuite can have the following statuses:
When a request becomes Overdue, BlueSuite will automatically trigger an internal notification to alert your team so nothing falls through the cracks.
Tip: Act on requests promptly to avoid losing potential jobs.
Once a request is created, you can:
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