Look at recent anonymized examples.
Identify the missing detail and the decision it supports. Separate information needed to review a request from details that are better collected during a conversation or site visit.
Intake review
When staff repeatedly contact customers for the same information, review the entire inquiry path before adding more required fields.
Identify the missing detail and the decision it supports. Separate information needed to review a request from details that are better collected during a conversation or site visit.
Let customers explain the work in their own words. Use clear service and area prompts rather than internal trade terminology. Your business chooses what it needs to review a job responsibly.
Use fictional details to check required fields, errors and confirmation. If photos are useful, decide what is optional and how upload failure is explained without losing the rest of the request.
A form may collect the answer while a notification omits it or sends staff to the wrong record. Check storage, routing and the next employee action. Decide how an incomplete transfer is noticed.
Discuss the inquiry your team keeps clarifying or read the request-form handoff guide.