Send the intake link

Open the job. On Overview, the card at the top reads Send the intake link, with the line The client describes each room and sends photos or measurements.

The link sits in a copy field inside that card.

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1. 1Copy puts the client's own link on the clipboard
2. 2Open the card goes to the Specs tab, where the link also lives

The field is blanked in the picture above. It prints a live link in full, and a link is a credential: anyone holding it can open that client's form.

Paste it into a text or an email and send it. That is the whole of it.

Most shops text it. The client is often standing in the room they want built when they read it, and the form is designed for a phone.

The same link is on the Specs tab, under the card headed Client intake, with the line Send this to the client. It opens the intake form for this project and nothing else.

It sits there because that is the tab it fills in. Once the client answers, the measurements appear directly below it.

An intake link is good for thirty days, because a client gathering photos and measurements takes weeks rather than hours. The form saves as they type and the same link picks up where they left off. The client is told so on the first screen.

When the client submits, a row appears in your Needs you list on the dashboard reading Quote this job, grouped under Ready to quote. You do not have to check the project.