Service list
Give each service a price per sample, hour, or request for each price group, and a usual turnaround.
Service requests
Service requests and samples
List your services with prices, take requests with the samples attached, and bill completed work with the month’s sessions.
From request to invoice
One record for each request
Service requests are part of the Core plan. Every new workspace includes the Core plan for 30 days.
Request forms
Ask for text, numbers, choices, yes or no, or dates. Show a question only when an earlier answer calls for it.
Sample lists
People type samples or paste them from a spreadsheet. Label sheets print with a QR code for each sample.
Quotes and approval
Approve a request, or send a quote for the requester to accept. Each request keeps the form and price it was sent with.
Work and messages
Assign the work, set a due date, and mark samples received or done. Managers can add notes only staff see.
Billing
Completed requests go on the monthly invoices with sessions and count against project budgets.
Set up your core this week.
Every new workspace includes the Core plan for 30 days. After that, booking stays free; rates, invoices, and service requests need the Core plan.