Customer work requests · No customer signup

Customer Work Request Forms That Feed Your Crew Schedule

Send customers a link to tell you what needs doing. Review their requests, turn them into work lists, assign a crew, and choose a date—all in Turnboards.

Create your workspace and your first job board.

Prefer the mobile app?

From customer details to crew work

Collect the work. Plan the crew. Get the job done.

Keep the customer’s requirements attached to the right job, from the first request through the crew’s checklist.

01 · Customer submits

Oak Street kitchen repairs

Replace two damaged cabinet handles.
Repair the sticking kitchen door.

Preferred date: Tuesday, November 17.

No account needed.

02 · Manager reviews

Two items, ready to plan

Review the original request. Adjust the work list and leave out items you won’t take on.

Accept now and assign later, or choose the crew and visit together.

Your approval creates the work.

03 · Crew receives

Service crew · Tuesday

A separate work list with both repairs, the job details, and shared crew responsibility.

Signed-in crew members sync the work and complete it offline.

Open work list → Complete tasks.

Illustrative example. The customer’s preferred date does not automatically confirm a booking.

Gather the details before the visit

Give customers one clear place to list the work, describe each location, and add notes. Keep requests out of scattered message threads.

Keep requests with the right job

Every link belongs to one board. New submissions arrive in its review queue, with the customer’s original details preserved.

Hand approved work to the crew

Create ordinary tasks in the job’s intake stage. Assign a crew roster and add a visit using the existing scheduling and overlap checks.

Try the customer side

A simple form for the work customers need

This is a sample only. Nothing you enter here is sent to a business or saved as a work request.

A preferred date is a request, not a confirmed booking.

Before you send the first link

Does my customer need a Turnboards account?

No. Their private link opens a request area for one job. It does not grant access to your dashboard or internal board.

Can customers see other work or other customers’ submissions?

No. They see the job name, customer instructions, and submissions made through their own link, including their review status and any customer-visible decision note.

Does choosing a preferred date book a crew?

No. An administrator reviews the request and decides whether to accept it, assign people, and schedule a visit.

Can customers add more work later?

Yes, while the link is active. Links last 30 days and can be revoked or replaced. Submitted requests stay unchanged; customers add another request for additional work.

Can I collect photos or customize the questions?

The first version uses a fixed form with work items, locations, notes, and a preferred date. Uploads and custom questions are not included.

Read the customer requirements guide →

Explore crew scheduling →