Capture Every Service Request and Convert to Revenue
Never lose a lead again. FreshFSM's service request management captures incoming requests, schedules assessments, and converts approved quotes into scheduled jobs. Track every opportunity from first contact to completed work.
How It Works
Receive the Request
Capture service requests by phone, email, or online form. Record the service type, urgency, preferred scheduling, and a description of the work needed. Add photos and documents after the request is created.
Schedule an Assessment
For complex jobs, schedule an on-site assessment. Assign a crew member and send the customer a booking confirmation with the date, time, and property address.
Create a Quote
After the assessment, convert the request into a quote with one click. The client and property details carry over so you can start building the quote right away.
Win the Job
Send the quote to the customer for online approval. Once approved, convert the quote to a scheduled job with one click and start the work.
Key Features
Request Intake
Capture every incoming inquiry regardless of how it arrives. Create requests from phone calls, emails, or online forms with service type, urgency level, and customer details all in one record.
- Capture requests by phone, email, or online form
- Record service type, urgency, and customer details
- Attach photos and documents to any request
Assessment Scheduling
Schedule on-site visits to assess complex jobs before quoting. Assign crew members to the assessment and send the customer a booking confirmation with appointment details.
- Schedule site visits to assess the work needed
- Assign one or more crew members to perform the assessment
- Customer receives confirmation with appointment details
Quote Conversion
Convert requests into quotes with one click. The client and property information carries over automatically so you can jump straight into building your line items.
- Convert assessed requests into detailed quotes
- Client and property details carry over automatically
- One-click conversion from quote to scheduled job
Priority Assignment
Flag urgent requests for immediate attention and categorize by service type. Filter your request list by urgency level so your team can focus on emergencies first.
- Flag urgent requests for immediate attention
- Categorize by service type and urgency level
- Filter and sort requests to focus on what needs attention first
Customer Communication
Keep customers informed throughout the process. They receive a confirmation when their request is submitted, and you can send booking confirmations and reminders for scheduled assessments via email or SMS.
- Automatic confirmation when a request is submitted online
- Send assessment booking confirmations via email or SMS
- Automatic assessment reminders before the scheduled visit
Request Tracking Dashboard
A dashboard showing all requests by status gives you a clear view of your pipeline. Filter by urgency, source, client, or assigned crew to quickly find any request.
- Dashboard showing all requests by status
- Filter by urgency, source, client, or assigned crew
- Search requests by title, description, or request number
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Learn moreFrequently Asked Questions
Ready to get started?
See how FreshFSM can help streamline your field service operations. Sign up today or book a demo to learn more.