Customer request flow
Define the questions for each service category, location details and the confirmation customers receive. Decide whether customers need an account, can update a request or can withdraw it once submitted.
Turn a customer's job request into a lead the right contractor can act on.
Build a marketplace where customers describe the work, suitable contractors receive the request, and your team can see what happens next. CV Infotech develops quote-request platforms with the customer website and lead-management system working together.
Tell us the service category, region and how providers will receive leads.
PUBLISHED WORK · VAKMANGIDS
Customer website + lead-management CRM
Construction · Renovation · Home maintenance
Vakmangids connects customers with contractors for construction, renovation and home maintenance. Our public portfolio documents a WordPress website with a separate Laravel lead-management CRM. On the live platform, customers choose the trade and work required, enter a postcode and request quotes from local contractors.
That customer-to-contractor journey is the model behind this service: capture a usable request, connect it with relevant providers, and manage the lead after submission.
A roofing enquiry and a garden-maintenance request need different information. Your marketplace should capture what a contractor needs to decide whether the work is relevant, then apply your rules for who receives it.
Define the questions for each service category, location details and the confirmation customers receive. Decide whether customers need an account, can update a request or can withdraw it once submitted.
Set eligibility by trade and service area. Agree whether requests go to one provider or several, what happens when nobody matches, and how your team handles duplicate or incomplete enquiries.
Define what providers can see and which actions they can take. Give administrators a record of assignment and follow-up. If quote submission belongs inside the platform, specify who can view each quote and how customers respond.
A customer should see their own requests. A contractor should see the leads they are entitled to access, with clear rules for when customer contact details become visible. Your operations team needs to review submissions, manage categories and coverage, and resolve exceptions without asking a developer to change a database record.
Own requests and next steps
Eligible leads and access rules
Routing, coverage and exceptions
Those permissions and handoffs belong in the scope before development. So do the uncomfortable cases: a contractor leaves, a request reaches the wrong area, or a customer submits the same job twice.
Our marketplace development services turn the agreed workflow into specific deliverables. A custom marketplace development scope can include:
The service categories, form fields, matching rules, lead limits and exception paths your team has approved.
Reviewable screens showing request submission, provider access and the next step for each user role.
The agreed forms, accounts, provider views, admin controls and connections to your existing systems.
Acceptance checks for matching, permissions and failed submissions, plus operating instructions and a release plan. Maintenance and support are agreed separately.
Acceptance tests should follow real operating rules: a roofing request must not go to a provider registered only for landscaping; an unmatched request must appear for administrator review; a provider must not access another provider’s restricted leads.
For a new marketplace, start with a defined service category, coverage area and provider journey. Prove that the complete request-to-provider flow works before adding more regions or business models.
If you already run a directory or WordPress website, we review the current forms, provider records and lead handling first. The work may be a better request flow and connected CRM. A replacement platform needs a migration plan for the data and pages you want to retain.
This service focuses on jobs that need a request and a quote before the customer chooses a provider. A listing-only directory may need less functionality. Fixed-price booking needs availability, scheduling and cancellation rules, which change the scope.
Let’s discuss your platform
Which services will customers request? Where will your providers work? What should happen after a request arrives? Bring that workflow, or show us where your existing process breaks down, and we can discuss the platform it needs.
Discuss your marketplace