Skip to main content
Who it’s for:Project LeadAdmin
Available on:WebMobile
Intake lets you see a loss before anyone drives to it. You send the customer a private link, they send photos and videos from their phone without an account or an app, and you turn what they sent into a job. Intake is for Project Leads and Admins. On mobile, tap the Intake button at the top of the Jobs list, then Send Intake Link. On web, open Intake in the sidebar and click New Intake.
  1. Under Customer, pick the person from your Contacts, or choose New Customer and enter their first and last name. A picked contact’s own name, phone and email are used, and anything you type only fills in what that contact is missing. A last name is required for a new customer, so Create Link won’t go through without one. A customer you type in is not added to Contacts when the link is created: they are saved to Contacts, and their company to Companies, when the job is created. The customer’s company can be picked from Companies or typed in.
  2. Add a Mobile number, an Email, or both. With an email, Email the link sends the link and later status updates there too.
  3. Under Property, search for the address or type it in. If the search can’t find it, use the “Can’t find it? Enter manually” option and fill in the fields yourself. The address is optional: the customer confirms it on their side, and can search for the address on their own link too.
  4. Add anything your team should know under Notes for your team. The customer never sees these.
  5. Tap Create Link.
On mobile the share sheet opens with a message ready to text to the customer. From the request you can also use Share Link, Copy Link or Email Link at any time. A link stays open for a limited time; after that the customer sees that it has expired.

What the customer does

The customer opens the link and sees a short page with your company’s name. They confirm the address, describe what happened, optionally say when, and add photos or videos, naming the room each one shows if they can.

Review what they sent

When a customer submits, the person who sent the link and every Admin and Project Lead get a New intake submission notification. On mobile, tapping that notification opens the request itself. On mobile, the Jobs list also shows how many intake requests are waiting for review. The Intake list has tabs for Open, Ready for review, Waiting on customer, Closed and All. Each request carries one of these statuses: Open a request to see what the customer wrote, the date of loss, and every photo and video they sent. From there you can:
  • Request More Info: say what you need, and the customer’s link opens for another round. They get an email if you have their address.
  • Cancel Request: close it without a job, with a reason, and optionally email the customer.
  • Create Job: start a new job from the request.

Start a job from a request

Create Job opens the new-job form with the address and what happened already filled in. When you save it:
  • The form opens with the request’s contact and company already filled in, and you can change or remove either before you save. A customer who was typed in shows as a removable “New contact” or “New company” row and is created along with the job.
  • A contact you picked gains a phone number or email address it was missing, and nothing it already had is overwritten.
  • The photos are posted to the job, grouped by the rooms the customer named. Photos with no room go under Unknown Location.
  • Each video is posted on its own.
  • The request closes as Job created, and View Job on the request opens the job.
  • The customer gets an email saying their job was created, if you have their address.
Ripple can answer questions about intake requests, such as which submissions are waiting for review. See What Ripple can do.