Website requests

Take requests from businesses that want you to build their website, and follow each one from new to delivered.

Use it when

Use it when you build websites for other businesses and take requests through your own site's Website request form.

Use something else when

If people ask for a price for other kinds of work, use Quote requests. Once a job is agreed and has a due date, Job tracker fits better.

How to add it

1. Open My Business, then Advanced, then Data.
2. Press New data.
3. Under Suggested, pick Website requests.
4. Under Options, keep the name "Website requests" or type your own.
5. Press Review changes, check what it adds, then press Apply.

You see Added, and the new table opens, empty.

How to take requests on your website

Add the table first, then the form:

1. Open My Sites, open your site, and choose Forms in the editor's side panel.
2. Press Add a form, pick Website request form and press Use.
3. Under Form destination, choose your Website requests table, then press Review changes and Apply.
4. Open the form in Forms, press Settings, then Put on a page. Choose the page and press Put it here.
5. Press Publish.

How to follow a request through

1. Open the Website requests table and click the request.
2. Set Status to Building when you start, then Delivered when the site is handed over, or Closed if it doesn't go ahead.

Contact the person yourself; changing the status doesn't tell them.

How to add a request

1. Open the Website 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. A window called New request opens. Type the customer's name in the title at the top, where it says Untitled.
4. In the record window, fill in the Email and Phone if you have them.
5. Press Create request.

You see Request created.

What it adds or changes

• Opens as: Table only, newest first
• Columns: Name · Status · Email · Phone · Business · Website · Details · Trade · City

Creates an empty table · no rows or automations

It adds a table with these columns:

Example

Pixel & Pine, a fictional web designer, puts the Website request form on its home page. A plumber asks for a site for "Dale's Plumbing". The request arrives as New with the business name and city. The designer emails them, sets it to Building, and to Delivered when the plumber's site goes live.

If something isn't working

• Your table isn't offered under Form destination. Add the Website requests table first (see How to add it), then add the form again.
• The form is saved but visitors can't see it. Put it on a page and press Publish.
• There's no New data button, or it says "You don't have access to make lists here." Your role can't make tables. Ask an admin of your business for access.
• "These changes are out of date. Review them and apply again." Press Review changes again, then Apply.

Related

• Website request form: Visitors ask you to build their website and it lands in your table