Managing Requests

The Requests feature in BluePro allows you to capture and manage inbound job inquiries from potential customers. Requests can be created manually or submitted through a web form.

What is a Request?

A Request is a lead or inquiry from a customer who wants your service. It typically includes the customer’s name, contact info, and details about the job they need.

Ways Requests Are Created

Embed Form Integration

You can embed a custom request form directly onto your existing website. When a customer fills out the form, it automatically creates a request in BluePro.

How to Use:

Example Use:
Add a “Get a Quote” or “Request Service” form to your homepage, and any submission will instantly appear as a new request in BluePro.

Auto-Generated From BluePro Website

If you’re using the BluePro-hosted website, you already have a built-in lead form. No setup needed.

Where to Find It:

Manual Entry

If a customer calls or texts, you can create a request manually.

How to Add One:

Request Statuses

Requests in BluePro can have the following statuses:

When a request becomes Overdue, BluePro will automatically trigger an internal notification to alert your team so nothing falls through the cracks.

Tip: Act on requests promptly to avoid losing potential jobs.

Managing Requests

Once a request is created, you can: