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Managing Service Requests

AVAONNAN VEETIL ABHINESH
2026년 3월 24일
조회 0회

Managing Service Requests

This guide covers the complete service request lifecycle from receiving inquiries to completing bookings.

Request Dashboard

Access all your service requests from Company > Services > Manage. The dashboard shows:

  • Pending — New requests awaiting your response
  • Quoted — Requests where you've sent a price quote
  • Accepted — Quotes that organizers have accepted
  • Confirmed — Finalized bookings
  • Completed — Past bookings

Responding to Requests

Sending a Quote

  1. Open the request to review details
  2. Click Send Quote
  3. Enter:
    • Total Price with currency selection
    • Line Items — Optional breakdown (e.g., "Setup: $500", "Equipment: $1,200")
    • Message — Notes about pricing, inclusions, or conditions
  4. Submit the quote

Revising Quotes

If the organizer requests changes, you can send a revised quote:

  • The quote version number increments automatically
  • Previous quotes remain visible in the conversation thread
  • Both parties can see the full quote history

Booking Confirmation

After the organizer accepts your quote:

  1. Review the agreed terms
  2. Click Confirm Booking
  3. The dates are blocked on your availability calendar
  4. Both parties receive confirmation notifications

Communication

Use the built-in thread for all communication:

  • Messages are timestamped and stored for reference
  • Attach files (contracts, specs, portfolios)
  • System messages track all status changes automatically

Best Practices

  • Respond to new requests within 24 hours
  • Provide detailed quotes with clear line items
  • Be upfront about cancellation policies
  • Mark bookings as complete when the service is delivered

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Managing Service Requests | ExpoDiscover