Define Work Before a Quote Is Sent | Requests and Proposals

Clients generate Project Requirements documents.

What it does

Providers generate private business proposals. Each can be reviewed privately and shared by a user-chosen SMS link with a capability-safe preview.

View Requests & Proposals product state

Overview

See the request, offer, and approval state together.

How it helps

Keep the structured request, provider-facing preview, private offer, and approved-work handoff together without turning a draft into a booking or charge.

One concrete example

Request detail and provider preview

Open the finished request example and review what the provider sees before a link is created or shared.

HiveSync public guided requirements demo opening a completed provider-facing example document; nothing is saved, sent, or scheduled — Web app · example data..

What changes

Three Outcomes to Expect

Capture work details

Capture the outcome, limits, timing, and finish rules before quoting begins.

Prepare the offer privately

Keep price, exclusions, and responsibilities private until the provider is ready to send.

Hand approved work to the field

Give the field team the accepted work details and completion-evidence needs without proposal clutter.

Request and proposal

Start where the work begins

Clients can start in the public web builder. Pro fits repeat quoting and delivery; Team fits shared work. See pricing for current access and limits.

Create a project request

Questions and Capabilities

Find answers and see what’s supported.

Can a client start without an account?

Yes. The first supported photo/video requirements builder allows public drafting and preview. Creating other request categories or preserving private workspace history may require a current account path.

Does preparing a proposal accept or book the job?

No. A proposal remains a private draft until an authorized provider sends it, and sending still does not charge the client or prove acceptance.

Does HiveSync send the text automatically?

No. HiveSync generates a private review link and capability-safe preview, but sends nothing until the user chooses SMS or another available channel.

What appears in the rich link preview?

Only public-safe branding and a generic document summary. Private proposal, address, agreement, client, evidence, and access-capability details stay out.

Can providers write the proposal on mobile?

Not yet. Providers prepare the proposal in the web app. Mobile carries the approved work to the field.

What reaches the mobile app?

Only what is needed to do the work: the approved work, limits, finish rules, and completion evidence needs. Private proposal drafts stay on the web.

Does this include RecurSync?

Requests and proposals work independently of RecurSync. RecurSync is available separately through the authenticated first-release workspace; this page does not create access or recurring work.

Clients can build and preview a photo or video request without signing in. Providers need an account to prepare a private proposal. Approved work can then move to mobile. Clients can start in the public web builder. Pro fits repeat quoting and delivery; Team fits shared work. See pricing for current access and limits.

Build, generate, and privately preview the first supported Project Requirements document on the public website.
Generate a business proposal with price, exclusions, timing, and client terms in the private provider workspace.
Choose SMS or another available channel only after review; HiveSync sends nothing until the user chooses.
Use a rich link preview that contains no private proposal, address, agreement, client, evidence, or bearer-capability details.
Carry approved work, limits, and finish rules into the mobile app.
Keep completion evidence connected to the agreement and final report.

Conditions and Limits

Planned: more request types, provider interest and quote routing, and tools for handling more responses after privacy and delivery testing.