Quote requests

A table for pressure washing quote requests: contact details, the address, the surfaces to wash with each one's size, photos, a preferred date, details, the estimate reference when a calculator is connected and where each request stands. A form on your website fills it in, or you add requests yourself, and you move each one from new to quoted to won or lost.

Use it when

Use it when a pressure washing business prices each surface by its size and wants visitors to choose every surface they need, with an instant price once the business's own rates are connected. It is the response workspace the Pressure washing quote 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

A business that quotes every job by hand can still use this form without a calculator. A business that does no commercial work removes the Commercial property choice from the table column and its calculator.

How to add a request

  1. Open the Quote 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, Quoted, Won, Lost
Email email
Phone text
Service address text
What should we wash? multiple choice Driveway, House siding, Deck, Patio, Roof, Fence, Commercial property
Driveway size integer
House siding size integer
Deck size integer
Patio size integer
Roof size integer
Fence size integer
Commercial property size integer
Photos images
Preferred date date
Details long text
Estimate reference text
Assigned to person

Settings

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

How it works

It runs its own built-in automation, called Quote 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

Clearwater Pressure Washing, a fictional business, connects its pressure washing calculator. A visitor ticks Driveway (800 sq ft) and Deck (300 sq ft), adds photos and sees the business's price for both; the request lands as new with the estimate reference.

Limits

Each chosen surface asks for its own size in square feet, which is the visitor's estimate. Commercial property carries its own minimum in the calculator. Version 1 of this form asked for one main surface; existing forms keep it. A preferred date is a wish, not a booking. Changing the status contacts nobody. The staff-notification automation starts paused.