Collect the details before the team has to chase them.

Structured intake tools keep files, photos, approvals, job details, urgency, and blockers in one place.

What intake cleanup solves

  • Back-and-forth messages asking for basic details.
  • Files and approvals buried in separate threads.
  • Requests moving forward before required information is complete.
  • Unclear next steps for customers, teams, or managers.

Related sample

The Request Intake Builder demo shows how missing approval and job context can be flagged before scheduling.

View Request Intake