Selected Role

Selected Role owns the first operating record: who is asking, what they need, what context is required, what rules apply, and which team should receive it next.

Events And Catering intake map

Demand becomes ready-to-work records.

Software can capture requests, work, resources, decisions, billing, and reporting, qualify what is needed, route the request, schedule the next step, and prepare a clean handoff. It can keep Work records tied to assigned tasks, jobs, orders, or projects, resources, staff, and customers, clients, members, tenants, partners, or vendors.

If the business can observe it, track it, decide on it, approve it, improve it, or report on it, it can become part of the software.

Request Capture

Open

New inquiry form
Phone, web, text, email, and referral intake
Contact details
Request type
Location context
Uploaded files or photos
Preferred timing
Initial notes and expectations

Qualification

Open

Fit assessment
Eligibility or service availability
Urgency level
Budget or approval needs
Required documents
Duplicate record detection
Account status
Routing rules

Scheduling and Booking

Open

Appointment or task booking
Calendar availability
Duration rules
Resource requirements
Location or territory fit
Waitlist handling
Deposit or booking fee collection
Confirmation messages

Sales and Proposal Handoff

Open

Opportunity creation
work record request
Decision-maker capture
Scope notes
Follow-up reminders
Proposal status
Lost reason tracking
Next owner assignment

Communication

Open

Initial response
Missing information request
Confirmation message
Reminder message
Status update
Call notes
Contact preferences
Language or accessibility notes

Pipeline Reporting

Open

Lead source
Campaign/source attribution
Conversion by channel
Booked vs unbooked requests
Average response time
Follow-up aging
Expected revenue
Demand by work type

Required Data

Open

Dynamic intake forms
Required fields by request type
Document checklist
Consent or authorization fields
Payment/deposit fields
Account or membership fields
Internal notes
Handoff checklist

Handoff Readiness

Open

Complete request packet
Ready-to-schedule status
Ready-to-estimate status
Missing information queue
Priority ranking
SLA or response target
Customer/client expectation summary
Internal handoff notes

Edge Areas

After-hours intake: emergency calls, overflow, triage, and next-day follow-up
Call center operations: scripts, call outcomes, scoring, routing, and callback queues
Commercial accounts: purchase order needs, site contacts, account terms, and authorized users
Recurring plans: eligibility, priority booking, discounts, renewals, and usage rules
Financing: prequalification interest, payment links, and lender handoff
Duplicate control: duplicate contacts, accounts, requests, locations, and records
Multi-location routing: branch, territory, department, or service area assignment
AI support: call summaries, document extraction, request classification, and missing-field prompts