Project Intake

Turn incoming quote requests, revisions, takeoffs, and submittals into standardized tasks.

SB
Intake Queue6 incoming

Mock feed from connected systems

Connected systems
OutlookNetSuiteOneDrivePlanner
Standardize incoming request

Replace ad-hoc email color coding and manual labels with structured fields.

Source: Quotes Inbox
Classification
Structured fields replace overloaded bid-board labels and improve reporting.
Reportable
Each indicator is its own chip — not squeezed into a label. Enables clean reporting.
Optional free-form tags for notes. Never used for core reporting.
Location, Request Type, and Project Type are stored as structured fields — not labels.