RFQ intake
Read requests, extract scope details, prepare the first draft response, and route the opportunity to sales or ops.
For commercial cleaning, facility maintenance, janitorial, security staffing, inspection, equipment repair, and local B2B service providers.
Best fit: service companies with recurring accounts, quote requests, work orders, contract renewals, and a small office team keeping the work moving.
Book a Workflow ReviewRead requests, extract scope details, prepare the first draft response, and route the opportunity to sales or ops.
Track recurring accounts, draft check-ins, and surface customers that need a human relationship touch.
Summarize customer requests, pull out dates and locations, and hand the work to the right internal owner.
Start with RFQ intake when new requests are slow to triage, or renewal follow-up when existing accounts quietly drift.
Not a fit yet if every job is completely unique and there are no repeated requests, accounts, or admin steps.