Turn a request into a project

Open Requests to see inquiries from your request form. Use New, Converted, or Archived to find the right request.

Review and convert

1. Open the request and read the description, answers, contact details, address, and any photos.
2. Select Convert to lead project when you’re ready to work on it.
3. Confirm the client. Review any suggested match before choosing Use this client. You can choose a different existing client or create a new client instead.
4. Confirm the conversion.
5. Use Open linked project to continue with the estimate, scheduling, or notes.

The original request stays available with the project’s logbook. Conversion organizes the inquiry as a lead; it does not send a quote to the customer.

Keep the inbox useful

Use Archive request in the request’s actions for inquiries you’re no longer pursuing. You can find them under Archived and use Unarchive request if you need them again.

If a request is already converted, open its linked project rather than creating a second job for the same inquiry.