Turn inbound requests into scheduled, billable work without losing context between first contact, estimate, and job creation.
Capture incoming requests, manage a lead pipeline, assign follow-up tasks, and convert work into estimates or jobs.
IMAGE: Lead pipeline with service request conversion into estimate and job
Use This When
Best For
Customer Types
Proof Points
Built for field service teams
This page ties the workflow to service trades, not generic office accounting use cases.
Free-first buying path
Teams can start with free invoicing and only move to Pro when this workflow creates obvious operational value.
Related workflows are connected
The marketing path links estimating, scheduling, payments, and reporting instead of presenting isolated product fragments.
Collect inbound requests from a public form instead of losing them in texts and voicemails.
Review request details, notes, and follow-up tasks from a simple pipeline.
Turn a qualified request into an estimate or job once the opportunity is ready.
Use tasks and pipeline tracking so promising work does not disappear.
Use a request form to centralize inbound demand and reduce inbox chaos.
IMAGE: Service request form
Related Workflows
These related pages are the fastest path to understanding how Service Invoice Pro connects sales, billing, collections, and operations.
Create estimates, present options, collect deposits, share photos, and convert approved work into jobs or invoices.
Explore Estimates
Schedule jobs, assign teams, manage recurring tasks, and send dispatch-style updates without leaving billing workflows.
Explore Scheduling
Give customers a self-service hub for invoices, estimates, balances, approvals, and online payments.
Explore Customer Portal
Turn inbound repair requests into estimates and booked work without losing callbacks.
View Handyman page
Capture install and maintenance requests before they disappear into seasonal chaos.
View Landscaping page
Qualify service requests quickly and convert the right ones into scheduled jobs.
View Plumbing page
Move project inquiries into estimates without juggling side spreadsheets.
View Contractor page
Yes. Service Invoice Pro includes service-request capture workflows so inbound demand is easier to review and convert.
Requests can be reviewed in a lead pipeline, assigned follow-up tasks, and converted into estimates or jobs when they are qualified.
Landscaping, plumbing, handyman, contractor, and cleaning businesses all benefit when incoming demand needs a cleaner path into quoting and scheduling.
Get Started
Join landscapers, plumbers, cleaners, and contractors already invoicing for free. No credit card. No time limit.
