Practical guide
How to make client intake easier before the first call.
A good request form gets the initial project facts, contacts, timing, and files out of scattered messages and into a reviewable starting point.
- 1
Give clients one place to start
Use your unique public request link wherever clients already look for you: your website, email signature, proposal follow-ups, and social profiles. The form is straightforward for clients and stays connected to your CrewCor workspace.
- 2
Ask for the details that affect the install
Collect billing and site contacts, installation type, job description, preferred date, and whether that timing is firm. Enough detail early helps your office decide what to clarify before building a quote.
- 3
Let the client send the supporting files
Request forms can include artwork, drawings, proofs, photos, and specifications. Getting those files with the request makes it easier to assess scope rather than asking the client to hunt through an old email thread.
- 4
Review, confirm, and convert
New requests arrive in the office ready to review. When the work is real, convert the request into a job and carry the project information forward instead of starting the job record from scratch.
What your client sees
A clear request form, not another vague contact message.
This partial view mirrors the public CrewCor request form. It is built to collect the booking contact, project location, job details, timing, and supporting files in logical sections.
YOUR COMPANY HERE
Installation request
Tell us about the project. We'll confirm scheduling fast.
Who is booking
What
Drawings, proofs & photos
A useful check before you publish
Would this form help your office make the next move?
The form explains what kind of work you want clients to request.
It captures both billing and site contacts.
It asks for the dates and access notes that affect scheduling.
It makes it easy to attach drawings, artwork, photos, or specifications.
Make the first handoff feel organized.
CrewCor gives installation companies a public request link that feeds directly into the work your office manages every day.
Start a free trial