Demo company: ClearPath Contractors

Request Intake Builder

A sample intake tool that shows how details, files, urgency, approvals, and missing information can be collected before the team starts chasing.

Sample only

Intake Form Preview

Team or customer-facing

Request type Needed by Job address Upload files

4 photos and 1 approval attached

What is blocking progress?

Field team finished inspection, but office needs approval note before scheduling repair.

AI Request Summary

Internal view

Next action: clear approval blocker

Request includes address, photos, urgency, and preferred time. Missing item: approval note. Recommended route: assign to office coordinator, request approval confirmation, and hold Thursday morning slot.

Request details complete Files received Address verified Approval note missing

What this replaces

Common manual work

Back-and-forth messagesOne link collects the details the team normally chases.

Messy file threadsPhotos and approvals attach to the job record instead of getting buried.

Missing job contextThe system flags what is incomplete before work moves forward.