Service requests

A table for the service calls an electrician, plumber or handyman is asked for: who called, how to reach them, the service address, how urgent it is, the problem, a preferred time, photos your team attaches and where each request stands. You add the requests, or a form on your website fills them in, and you move each one from new to scheduled to done, or close it.

Use it when

Use it when a trade business needs one shared list of the jobs people ask for, sorted by how soon they need someone: an emergency today, sometime this week, or whenever suits. It is the response workspace the service request form writes to; add it on its own when you want the table first and will connect a form later. It suits a business that triages by phone: the table holds what the customer said, and the Emergencies view shows only the calls that cannot wait.

Use something else when

A business that quotes from a description and a size, like pressure washing, wants its Quote requests table instead: that one tracks a price from asked to won or lost, and has no urgency. A contact form for questions that are not jobs is the Contact enquiries table. Booking the visit itself on a chosen day, with a held slot and a crew, is Schedule's work; the preferred time here is what the customer said, not an appointment. Nothing here prices a job, sends a confirmation or dispatches anyone.

How to add a request

  1. Open the Service 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 Problem 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
Urgency single choice Emergency — today, This week, Flexible
Problem long text
Preferred time text
Anything else to share? multiple choice I can share photos, Add access details
Access details long text
Photos images
Assigned to person

Views: Emergencies (table).

Settings

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

How it works

It runs its own built-in automation, called Service 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

Harbour Electrical, a fictional two-van business, adds this table from its site's Forms panel while adding the service request form, then names its office inbox as the "any other answer" group and the on-call electrician's phone-mail as the Emergency group. A tenant reports water coming through a kitchen ceiling as an emergency; the request lands as new, the on-call electrician is emailed, and the office marks it scheduled once a van is on its way and done that evening. A homeowner asking for an extra socket "whenever" is emailed to the office only and waits in the main view.

Limits

One urgency per request, and the customer's word for it: nothing checks that an emergency is one. The preferred time is free text, not a slot, and nothing holds or confirms a time. A connected service request form offers Photos only when the visitor selects that option. No visitor gets an automatic reply. The automation sends nothing until both staff groups, or at least the "any other answer" group, are chosen and a sender is approved; a route's group left empty sends no email for that answer. The Emergencies view is a saved filter, not a queue: nothing escalates a request that sits there.