Smerdoff
Smerdoff / Request system

Request system for services and service businesses

We build a system where requests, clients, statuses, employees, payments and documents are gathered in one working interface.

from $5,600from 5 weeks
RequestsClientsStatusesReports
Request system for services and service businesses
No lost requests
every stage is visible
Clear ownership
who runs the client
Less manual routine
notifications and statuses
Manager oversight
reports and overdue items

A request system for a service business captures every enquiry in one place and helps you respond before the lead goes cold. In services, speed wins the job — the business that answers first usually gets it.

21×
more likely a lead qualifies when you respond within 5 minutes vs 30
MIT / InsideSales
78%
of buyers go with the first company that responds to them
Speed-to-lead research

When requests live in chats, spreadsheets and the manager’s head

A request system is needed by service companies where it’s important to quickly take an inquiry, assign an owner and carry the work through to payment.

Lots of incoming inquiries

Every request lands in one system with a source, a status and an owner.

Managers lose clients

We add reminders, deadline tracking and a communication history for each request.

You need performers

You can assign requests to technicians, employees, couriers or contractors.

There are payments and documents

We store invoices, payment statuses, files, acts and comments.

You need reports

We show the number of requests, stages, overdue items, revenue and employee workload.

Off-the-shelf systems don’t fit

We build the process around how you actually work, not around someone else’s template.

What the request system includes

We design the request path from the first inquiry to closing, payment or a repeat sale.

System modules

The system is built around the process: who took the request, who is responsible, what should happen next.

Requests

source and status

Clients

cards and history

Employees

owners

Calendar

deadlines and bookings

Documents

files and acts

Payments

invoices and statuses

Reminders

deadline tracking

Reports

metrics

Roles

access rights

Notifications

team and client

History

action log

Sources

where the client came from

First we describe the request path

For the system to help, you need to understand the real path of an inquiry: where the client came from, who is responsible and how the work ends.

01

Sources

where requests come from

02

Statuses

work stages

03

Roles

who is responsible

04

Prototype

system screens

05

Development

panel and logic

06

Launch

team training

Which services it fits

A request system is especially useful where there’s a flow of inquiries, field staff, bookings, payments and documents.

Service company

Inquiries, technicians, scheduling, job statuses and payment.

  • assigning a performer
  • deadline tracking
  • client history

Services with booking

The client picks a service and time, gets a confirmation and a reminder.

  • calendar
  • notifications
  • repeat booking

B2B services

Requests, documents, invoices, work stages and reports for the manager.

  • contracts and invoices
  • manager roles
  • reports

What changes after launch

The team sees every request, the manager sees the process, and the client gets an answer faster.

At the start

  • request sources
  • statuses and process rules
  • employee roles
  • list of reports
  • data to migrate

At launch

  • a working request system
  • client cards and history
  • statuses and owners
  • reminders and notifications
  • reports for the manager
requestsclientsstatusesaccess rolescalendarnotificationsdocumentspaymentsreports

Examples of request systems

A system like this is useful when lost requests and manual coordination already cost more than the development.

Service

Requests for field technicians

The manager assigns a performer and sees the schedule, status and payment.

7 wks
to launch
6
statuses
4
roles
Booking

Booking system

The client leaves a request, the manager confirms the time, and the system sends a reminder.

5 wks
timeline
1
calendar
3
notifications
B2B

Tracking requests and documents

A request moves through the stages from inquiry to invoice, contract and closing documents.

8
stages
5
roles
2
reports

Request system cost

The price depends on roles, statuses, integrations, reports, data migration and client portals.

Basic system
from $5,600

Requests, clients, statuses, owners, notifications and simple reports.

System with roles
from $9,400

Roles, documents, payments, calendar, advanced reports and data migration.

Complex system
after review

Many branches, client portals, field staff, integrations and complex rights.

FAQ

Yes. If the process repeats and can be described in terms of statuses, the system will simplify the work a lot.

Yes, if the data can be exported from spreadsheets or an old system.

Yes. Access rights are designed around the team’s roles.

Yes. You can first launch the internal system and then open part of the data to clients.

Let’s build a request system for your process

We’ll go through inquiry sources, statuses, employee roles, documents and reports to estimate the first version.