Customer Experience
Customer Portal
Give customers one place for quotes, invoices, appointments, requests, and account history.
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Lead Intake
Structured request forms that clean up intake before work even starts
Capture service requests in a more organized format and turn intake into action with less manual cleanup.
Good intake makes the rest of the workflow easier. Structured request forms help customers explain what they need, and they help the office respond without cleaning up vague messages first.
Customer portalQuote workflowCommunication
Why It Matters
Where teams lose time without this workflow
If these pains feel familiar, this feature is designed to remove them from the daily routine.
Customer requests arrive in inconsistent formats that slow down response time.
Office staff spend too much time translating messages into a workable job intake record.
Important job context is lost between the first request and the final quote.
Customers are more likely to abandon the process when intake feels messy or unclear.
How It Works
A simple three-step workflow
From the first action to the finished outcome, this is the flow the team follows inside FieldCommerce.
01
Capture the request cleanly
Use structured forms so customers give the office better starting information from the first touch.
02
Turn intake into the next action
Route the request toward quoting, follow-up, or scheduling without rebuilding the details from scratch.
03
Keep the customer loop tighter
Use the portal and communication workflow to keep the handoff from request to service more organized.
Replace The Patchwork
What this replaces in the real world
The biggest gains usually come from removing scattered manual steps, duplicate entry, and routine follow-up work.
Translating vague text messages into a usable intake record
Calling customers back for basic missing information
Copying request data into a second system before work can begin
Placeholder Image
Request review and handoff
Use this slot for the office-facing queue, request details, or request-to-quote flow.
Built For The Team
Value for the people running the work
Owners, office staff, and field teams each get something different from the same workflow.
Owner
Get faster, cleaner intake so the team can respond sooner and qualify work with less admin.
Office Manager
Start with better request detail so quoting and scheduling take less cleanup.
CSR
Spend less time collecting missing context and more time moving qualified work forward.
What this helps you do better
Complements customer portal and AI-assisted intake stories
Gives customers a cleaner self-service starting point without forcing the team into inbox chaos
Improves the overall information architecture for top-of-funnel workflows
Works especially well for trades with repeat inbound requests and estimate follow-up
Integrations and tie-ins
Customer portalQuote workflowCommunication
FAQ
Common questions about this feature
Straight answers on where this capability fits into the day-to-day workflow.
Does this require full self-booking to be useful?
No. The safer story is structured request intake and cleaner customer self-service, unless the booking experience is fully productized and ready to market.
Why does structured intake matter so much?
Because better information at the start makes quoting, scheduling, and follow-up easier for the rest of the workflow.
Who uses this most inside the shop?
Office managers and customer service staff. They get better starting context without chasing basic details over text and phone.
Related Features
Explore the workflows that connect to it
These features usually matter next because they solve the connected admin and operations work around the same job.
Built For These Trades
See how this fits your trade
See how the same workflow applies to the trades where it matters most.
Next Step
Build a cleaner workflow from the office to the field
Bring scheduling, customer communication, invoicing, and back-office work into one system that is easier for the whole team to run.