The Requests feature in BlueSuite allows you to capture and manage inbound job inquiries from potential customers. Requests can be created manually or submitted through a web form.
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.
You can embed a custom request form directly onto your existing website. When a customer fills out the form, it automatically creates a request in BlueSuite.
How to Use:
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.
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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