Project Intake
Streamline Your Project Requests
Reduce delays and irritating “back-and-forths” by collecting all the information you need when a project is being requested.
Fewer Emails
Say goodbye to inbox overload with an organized way to take in new projects.
Easy Adoption
Your clients will love the clear process that makes it easy to submit their requests and provide supporting documents.
Stronger Starts
When your project starts off on the right foot, it’s more likely to hit the mark when it’s finished.
Orderly Intake
Never take another request via email or desk “drive-by” again. Allow your clients to submit all of their requests with powerful, but easy-to-use intake forms that take the heavy lifting out of your email inbox and into our smart system.
Projects can be created through the RoboHead request form or sent in via email and routed directly into a Project.
Ask the Right Questions
Make your forms less confusing by relying on conditional logic, which allows you to customize which questions you ask based on project type, department, or even who is submitting the request.
Set Expectations Early
Build out rules and guidance directly within the form that require a certain amount of lead time. Even create rules that require management approval for rush jobs or things that fall out of your ordinary process.
Consolidate Requests
View all upcoming projects in one central view so that can by sorted, assigned and prioritized in a single browser tab.
Request a demo today to learn more about how RoboHead can be individualized for your needs.
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