Build requests: capture a build enquiry and quote it

Reception captures a customer's build on a call using your build request form; it lands in Build Requests for sales to quote (with AI or by hand) or dismiss.

Where it is

Sales → Quotes → Build Requests — Open, Quoted and Dismissed tabs.
CRM → Contacts — Build request button on a contact.

Settings for this

Form → Settings → Build request intake — Which form reception fills in. One form per business.

Set up the intake form (once)

Build a form in Forms with the questions you ask about a build (vehicle, budget, timing, what they want). See Build a form.
On its Settings tab, switch on Make this the Build Request intake form and save. Only one form can be the intake form.

Capture a build

From a customer's contact page, press Build request (the contact is filled in), or
On Build Requests, press + Create Build Request and pick or create the contact.

Fill in the form, a One-line summary, Priority (High, Normal, Low) and any Sales notes, then Create build request. It shows on the contact's timeline too.

Quote it

On Build Requests, the Open tab is what needs quoting.
Open one to read the answers, then press ✨ Quote with AI → or Quote manually →. The quote is linked and the request moves to Quoted. See Create and send a quote.
Not going ahead? Dismiss it with a reason; it stays under Dismissed.

If something's not right

"No build-request form configured": switch on Build request intake on a form's Settings tab.
Where is it? Build Requests is a tab on Sell › Sales › Quotes for anyone who can view quotes or the CRM. A contact's build request and the timeline open it too.