Customer workflow demo

From request form to PDF and ProContractor tracking.

Fill out a sample service request, generate the customer-ready PDF packet, then watch the job move into a ProContractor-style tracking view with owner-visible status.

1 Form intake

2 PDF created

3 Tracked in ProContractor

Step 1

Service request intake

Customer name Contact Phone Email Job site Request type Priority Estimator / owner Due date Estimated value Scope notes

Step 2

Generated PDF packet

Service Request Packet Pending intake

Customer: Bacon Plumbing
Contact: Sarah Martinez
Job site: 1457 Fourth Street, Santa Rosa, CA
Request: Service tag · High
Owner: Randy Cheek
Due date: 2026-06-03
Estimated value: $4,850
Scope notes: Customer reported a recurring leak near the commercial sink line. Inspect, document photos, prepare service tag, and route completed work to billing review.

Download PDF

Step 3

ProContractor tracking view

Waiting for intake

ProContractor job Not created

Complete the intake form

The tracked job will appear here after the PDF packet is generated.

Status Draft

Assigned to -

Due -

Workflow activity

ReadyWaiting for service request details.

From request form to PDF and ProContractor tracking.

Service request intake

Generated PDF packet

ProContractor tracking view

Complete the intake form

Workflow activity

New request

PDF created

ProContractor

Billing review