Capture better requests
Bring customer-submitted service needs into a visible workflow instead of losing them in mixed inboxes.
Give customers a clear way to start and follow service interactions while keeping the operating details in Opright. Request, estimate, approval, invoice-sharing, and portal tools connect customer-facing steps to the private workspace.
Bring customer-submitted service needs into a visible workflow instead of losing them in mixed inboxes.
Share estimates through purpose-built customer experiences and retain the response with the record.
Public-facing token routes stay separate from the owner and crew workspace and are blocked from search indexing.
A customer request should arrive with enough context to support the next step. Opright's online request tools help a business collect service interest and place it in the request pipeline, where the team can review it and prepare an estimate or follow-up.
This keeps the customer entry point connected to the same customer and job system the business uses after the request is accepted.
Customers do not need access to the internal workspace. Opright uses purpose-built request, quote, invoice, and portal routes so customers can interact with the item intended for them.
Those operational routes are intentionally marked noindex and excluded from the public sitemap. That helps keep private or token-based customer experiences out of ordinary search results.
Estimate follow-ups and customer communication tools on eligible plans can help the business return to open opportunities. Message templates reduce repeated writing while still allowing the sender to review the final customer communication.
Yes. Online request tools are included on Free and Pro and connect incoming requests to the Opright workspace.
They should not be. Opright marks token-based portals, quotes, requests, and invoice-sharing routes noindex and excludes them from the public sitemap.
Yes. Opright supports estimate sharing and customer approval as part of the request-to-job workflow on eligible plans.
Keep field service customer records, service history, requests, estimates, jobs, invoices, and contact details organized with Opright.
Explore →FeatureCreate estimates, collect approvals, schedule accepted work, send field service invoices, and track payment status from one Opright workspace.
Explore →GuideCreate a dependable service-business workflow from customer request and estimate through approval, scheduling, job completion, invoice, and payment.
Explore →Start with customers, scheduling, invoices, and payment tracking. Add estimates, recurring work, crews, costing, and reporting when the business needs them.
See Opright plans