Capture work details
Capture the outcome, limits, timing, and finish rules before quoting begins.
Feature guide
Define the work before a quote is sent.
See the request, offer, and approval state together.
Public preview
Clients generate Project Requirements documents.
What it does
Providers generate private business proposals. Each can be reviewed privately and shared by a user-chosen SMS link with a capability-safe preview.
Overview
See the request, offer, and approval state together.
How it helps
Keep the structured request, provider-facing preview, private offer, and approved-work handoff together without turning a draft into a booking or charge.
One concrete example
Request detail and provider preview
Open the finished request example and review what the provider sees before a link is created or shared.
Illustrative feature demo · Nothing is saved, sent, purchased, or published.
What this example shows
Demo steps
- Starting state A blank, unsaved project request example is open.
- Feature action Choose See finished example.
- Visible result The provider-facing document shows the complete example requirements.
Guided demo · reviewed Sep 3, 2026
What changes
Three Outcomes to Expect
Prepare the offer privately
Keep price, exclusions, and responsibilities private until the provider is ready to send.
Hand approved work to the field
Give the field team the accepted work details and completion-evidence needs without proposal clutter.
Request and proposal
Start where the work begins
Clients can start in the public web builder. Pro fits repeat quoting and delivery; Team fits shared work. See pricing for current access and limits.