Working the work-request queue

Customers › Work requests is the intake queue, including requests that already became an order and ones a person still needs to judge. When there are more than 200, the page shows the 200 newest and says that it is capped. The heading says how many are still New, and whether the public form is live. Form settings takes you to the form without changing anything in the queue.

Unanswered requests come first. Within the same status, the lower spam score comes first and the newest request comes next. A Probably junk score only moves a request down and shows the score; it never hides one and never decides for you.

Read the request before choosing

Each card keeps the customer's own facts together: contact details, car and mileage, the day they want, address, source, message and photograph when they sent one. It also says Texts OK, Said no to texts or Not asked about texts — call first. Those words report what happened on this request; they do not send a message.

Acknowledged by email means the form already sent its one receipt. It is not a reply from the shop and not a promise that anybody has taken the work. A matching customer is shown as a suggestion until a person chooses what to do with it.

Start the work in one press

Start the estimate

Start estimate finds or makes the customer, adds the car when the request carried a year, make and model, and opens an estimate. When the customer wrote a message, that request becomes the first service. A request that only described a car opens as a quote; Torqix does not invent a vehicle from a sentence. A request marked Junk has no start button until a person changes its status.

Open the order that is already there

If the automatic intake already made the order, the card shows Open followed by its number instead. Returning to the queue after Start estimate does the same. There is no second start button and a retry opens the same order, so one request cannot quietly make two estimates.

Book it

Schedule appears once the request has an order and your role can use the schedule. It carries the customer, the car and repair order when there is a real vehicle. A quote has no car to book yet, so the appointment starts with the customer only; add a vehicle before check-in. Check the customer's requested day on the card before choosing the appointment date.

Keep it as a customer only

Make a customer keeps the details without starting work. When the request appears to belong to somebody already on file, the button reads Add to followed by that person's name. Open What it does first to read exactly which contact details and car will be added.

Leave a verdict the next person can trust

Every request carries one of five written statuses: New, Working, Converted, Junk or Closed. Use Mark working when a person has taken it, Mark closed when the request is finished without more work, or Mark junk when a person has decided it is not a real request. The spam score never presses one of these for you.