Seller guide
Manage service requests and schedules
What is this?
Take a service request from booking to completion: confirm or quote, schedule, then finish the job.
Step-by-step
Open Requests
Tap Requests in the bottom nav (or the desktop sidebar) and open the request.
Read the request
Under What did the client ask for?, check Requested start, Location mode and the client's intake answers.
Confirm or quote
For a fixed fee, tap Confirm request. For a custom quote, enter the amount in Quoted service total (in your store currency) and tap Mark Quote sent.
Schedule the visit
Enter Confirmed date & time (required for Scheduled), pick an Assigned resource if you have staff set up, then tap Mark Scheduled.
Do the job
Tap Mark In progress when you start and Mark Completed when you're done.