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Work Requests

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Let Clients tell you exactly what they need, then move that request into the work and billing that follow.

Use a Work Request or a tailored Work Request Form to collect job details, line items, answers, and files. Turn the submission into an Estimate, Invoice, Project, or Task without starting over.

Replaces…~~ManyRequestsDubsado~~

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Client and service provider review a branded Work Request and next steps on a laptop in an Evergreen workspace

Give every kind of job a clear intake path

Choose a request style that fits the work, from priced items to an open brief.

Offer itemized or free-form requests

Ask structured questions for each requested Item

Collect supporting files with the right Item

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Put the request where Clients can reach it

Use the Portal for known Clients or a public link when a visitor needs to submit without signing in.

Place a private Form on a Dashboard or Portal page

Share a public Work Request Form when appropriate

Choose whether itemized requests require payment

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Carry the details into delivery

Keep the Client's answers and files attached to the next piece of work.

Convert to an Estimate, Invoice, Project, or Task

Turn request Items into Project Tasks

Keep per-Item answers and attachments with those Tasks

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Bring client work into one workspace

Connect client work across CRM, onboarding, portal access, proposals and billing. Choose the workflows you configure and the plan or optional Power-Ups you need. Every plan includes unlimited Clients and Staff.

Automated CRM

Onboarding

Client Portal

EXTREME White Label

Digital Marketing

Appointment Scheduling

Digital Dynamic Proposals

Billing + Packages

Contracts & eSignature

Project & Task Management

Payments + Subscriptions

File Exchange

Learning Management (LMS)

Support Tickets

Interactive Community

Secure Messaging