Intake review

Capture first. Structure safely.

Messages, emails, website forms, photos and documents land here before they become leads, jobs, expenses, documents or follow-ups.

Approval gated
Demo only: creates no real records and sends nothing.
Safe demo ready. No external sends are possible here.
IN-1024 · website_form · 09:12

Create lead + callback

Boiler keeps losing pressure, can someone come this week? Battersea SW11. Prefer mornings.

needs_review urgent_lead_or_callback confidence 91%

Evidence: postcode · service term · time window · problem language

IN-1025 · email · 10:04

Create expense receipt draft

Please find attached invoice for pump parts. Total £218.40 including VAT.

needs_review supplier_expense_document confidence 87%

Evidence: invoice term · money · attachment

IN-1026 · whatsapp_style · 11:36

Ask which quote/client

Customer accepted quote. Wants Tuesday afternoon if possible.

needs_review quote_acceptance_or_booking confidence 74%

Evidence: accepted · time window · missing identity