How do I turn a quote request into a quote, a visit, or a polite no?

Open it to see what they wrote, their photos, the address and how to reach them. DeskOps checks whether they are already a customer by the same email or phone — never by name — and only suggests the match; you choose, and when the email and phone point to different people it asks you to pick. Make a quote opens a new quote with the customer and address filled in and their services as lines for you to price; the request stays beside it for you only, and it is marked Quoted once the quote is created. Book a visit puts the job on your board without a time, for you to schedule. Decline… lets you review a polite reply before it is sent from your business, or decline without a reply; Not a real request clears spam without a word to anyone.