Consultation requests

A table for landscaping and garden design visit requests: contact details, the address, project types, the description, preferred contact and date, an optional budget, photos and where each consultation stands. A form on your website fills it in, or you add requests yourself, and you move each one from new to scheduled to done or closed.

Use it when

Use it when a landscaper wants project types, a description, photos and how to get in touch before arranging a design consultation. It is the response workspace the Design consultation requests form writes to; add it on its own when you want the table first and will connect the form later.

Use something else when

Regular mowing or maintenance quotes fit the Lawn care quote form. A simple contact form suits businesses that only want a message.

How to add a request

  1. Open the Consultation requests table from your sidebar, or open My Business, then Advanced, then Data, and pick it.
  2. Press New request. If you renamed the table, the button may say something else.
  3. Under Name, type the customer's name, such as "Sam Patel".
  4. Fill in the Phone and Service address if you have them.
  5. Press Create request.

You see Request created.

What it adds or changes

Empty response workspace · notification automation starts paused

It adds a table with these columns:

Column Type Choices
Name text
Status single choice New, Scheduled, Done, Closed
Email email
Phone text
Service address text
What kind of project? multiple choice Garden design, Patio or paving, Walls, Planting, Lighting, Ongoing maintenance
Tell us about your project long text
Best way to reach you single choice Email, Phone
Preferred date date
Rough budget text
Photos images
Assigned to person

Settings

Setting What it does Default
Label The table's name, which also titles its one table view. Consultation requests

How it works

It runs its own built-in automation, called Consultation requests. Tell staff about a new response: read a new response, choose the staff destinations and email its full details. Empty recipient groups send nobody.

Example

Greenline Gardens, a fictional landscaper, adds the form. A visitor ticks Patio and Planting, describes a small back garden and uploads photos; the request lands as new, moves to scheduled once a visit is agreed and to done afterwards.

Limits

The budget is optional and a guide, never a price or an agreement. The preferred date is a wish; consultations are arranged by the business or booked through Schedule. Changing the status contacts nobody. The staff-notification automation starts paused.