Visit requests
A table for handyman visit requests: contact details, the address, the tasks, photos, the rate chosen and hours, a preferred date, the estimate reference when a calculator is connected and where each visit 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 handyman wants visitors to describe the jobs, send photos and say whether they want hourly, half-day or full-day help, so the visit can be planned and priced with the small-job minimum. It is the response workspace the Handyman visit 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
An urgent repair that needs an emergency route is Service requests. A business that does not charge by time can use the general Quote request form.
How to add a request
- Open the Visit requests table from your sidebar, or open My Business, then Advanced, then Data, and pick it.
- Press New request. If you renamed the table, the button may say something else.
- Under Name, type the customer's name, such as "Sam Patel".
- Fill in the Phone and Service address if you have them.
- Press Create request.
You see Request created.
What it adds or changes
- Opens as: Table only
- Columns: Name · Status · Email · Phone · Service address · What needs doing? · How long? · Hours · Photos · Preferred date
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 |
| Phone | text | |
| Service address | text | |
| What needs doing? | long text | |
| How long? | single choice | By the hour, Half day (4 hours), Full day (8 hours) |
| Hours | decimal | |
| Photos | images | |
| Preferred date | date | |
| Estimate reference | text | |
| Assigned to | person |
Settings
| Setting | What it does | Default |
|---|---|---|
| Label | The table's name, which also titles its one table view. | Visit requests |
How it works
It runs its own built-in automation, called Visit 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
Fix-It Fran, a fictional sole trader, adds the form and connects her handyman calculator. A visitor asks to mount a TV and hang shelves, picks By the hour and 2.5 hours, and sees the price with Fran's minimum applied. The request lands as new; Fran moves it to scheduled once a time is agreed and done after the visit.
Limits
Hours are asked only for hourly work and are the visitor's estimate. The minimum is applied by your calculator, not by the form. A preferred date is not a booking. Changing the status contacts nobody. The staff-notification automation starts paused.
Related
- Handyman visit requests: A request-a-visit form with tasks, photos and rate choice