Easily track requests and assessments with the new report

Make better business decisions with the new requests report (beta). You can now view your requests and assessments data over time by selecting a specific date range. Further customize your report by selecting only the columns of data that you need like request title, status, assessment date, and more.

Keeping track of how many of your requests have led to assessments, quotes, and jobs will help you improve your pipeline. The report will link to any quotes or jobs generated from the request and also includes your customer’s responses to your online request form questions.

To learn more about the new requests report, visit our Help Center.

Requests are available on Core, Connect, and Grow plans.