Your request link

In the app: Settings → Request link

The request link is part of the Pro plan. Put it on your website, your social accounts or your van. A customer opens it, fills in a short form and taps Send request. The request arrives in Quotes as a draft quote, with their photos on it. You price it, send it, get it accepted and get paid the same way as any other quote.

The link is yours alone: requests sent through it come only to you.

Turn it on

1. Go to Settings → Request link.
2. Turn on Take requests.
3. Your link shows the address, made from your business name, like view.quotebird.app/r/joes-plumbing. Tap it to share it or copy it.

To change the end of the address, type a new Link name and tap Save link name. Use 3 to 40 lowercase letters, numbers and hyphens. Your old link stops working, so update it wherever you’ve shared it.

Turn off Take requests to stop. Anyone who opens your link then sees that it isn’t taking requests. Turn it back on any time and the same link works again.

What the customer fills in

• Their name, and an email or a phone number (at least one).
• Where the job is: the street address, the town or city, and the state, province or postcode where your country has one. The country is always yours.
• What they need done.
• Up to 10 photos of the job. Their phone shrinks the photos before sending them.

The page shows your business name and your logo. In Canada it’s in English and French: a Québec business’s page opens in French, others open in English, and the customer can switch.

When a request arrives

The draft shows Request from your link with the customer’s name, how to reach them and What they need. In Quotes the draft shows their name with From your link until you choose a customer.

• If they match a customer you have, by email, phone number or name, tap This is and their name to use that customer. An email or phone number the customer doesn’t have yet is added from the request; one they have isn’t changed.
• Otherwise tap Add them as a new customer. Their name, contact details and the job’s address become a new customer.

The draft is never deleted for you, even with nothing else on it. If you delete it, what the customer sent is deleted with it.

AI drafts from requests

If you use AI drafts, the page shows the customer a box to let you draft their quote with AI. It says which company the photos and description go to. The box starts unticked. If the customer ticks it, the items are drafted from their photos and description, and the draft is ready when you open it. The request says They agreed to an AI draft. If they don’t tick it, nothing goes to the AI and you write the quote yourself, or start an AI draft from your own photos.

Notifications

Under Notifications, turn on Notify me of new requests. The notification says a request came, not who sent it. Payment notifications are separate, in Settings → Get paid online.

Limits

To keep spam out, one person can send 5 requests an hour, and your link takes up to 50 a day. Each photo must be under 15 MB. If your plan changes from Pro, the link stops taking requests until you’re on Pro again.