Managing Client Requests
The Requests feature in SolvGo helps you organize client work, schedule visits, assign responsibilities, and move tasks from start to finish efficiently.
Creating a Request
Requests can be created from three sources:
Lead forms submitted by potential clients
Client Hub submissions
Manually by your team
When creating a request manually:
Select the client
If applicable, select the property
Enter a title for the request
Add a team note or attach files
Assign one or more team members
Planning Visits
In the Visits section:
Create one or multiple visits for the request
Give each visit a title
Add a note for your team
Select the date and time (or just a date if unsure)
Assign a team member to each visit
Completing Requests
Once the work is done:
Mark the request as assessed
Convert it into a quote to send to your client
Or create a project to start the actual work
With SolvGo Requests, you can manage client jobs efficiently, plan visits, assign your team, and keep work moving without losing track of anything.