Inspection requests

A table for roofing visit requests: contact details, the address, roof type, the problem, storm date, photos, preferred timing, details and where each inspection 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 roofer wants the roof type, the problem, photos and, after a storm, the storm date before arranging an inspection. It is the response workspace the Roof inspection 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 emergency that needs an urgency route is Service requests. Insurance claims are your own process; the form only records the storm date.

How to add a request

  1. Open the Inspection 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
Roof type single choice Shingle, Metal, Flat, Tile, Other, Not sure
What's the problem? single choice Leak, Storm damage, Wear or missing pieces, Thinking about replacement, Something else
Storm date date
Photos images
Preferred timing text
Details long text
Assigned to person

Settings

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

How it works

It runs its own built-in automation, called Inspection 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

Summit Roofing, a fictional roofer, adds the form. A visitor picks Shingle and Storm damage, gives the storm date and uploads photos of missing shingles; the request lands as new and moves to scheduled once the inspection is booked.

Limits

The storm date appears only for storm damage. Nothing diagnoses the roof or files a claim. Say an inspection is free only if you offer that. Changing the status contacts nobody. The staff-notification automation starts paused.