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
AI-captured from intake. If incorrect, look up an existing project in NetSuite for this customer.
Assign multiple roles, and multiple people per role.
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.
Project Setup
Create the project folder and attach supporting files.
Phase 1
Location, Request Type, and Project Type are stored as structured fields — not labels.