Your Apex Rental Pro website can collect public requests in three ways: quote requests, service requests, and portal access requests. Quote responses are tracked separately on the quote itself.
Website Leads
When a visitor submits the public website form, the result depends on the site mode and the section that is enabled:
- Quote mode creates a draft quote for your team to review.
- Recurring-service mode creates a service request instead of a quote.
- Portal access requests are separate and use the portal section.
Where to review them
- The Website Leads view shows the combined lead feed.
- The lead feed can be filtered by type and by pending or resolved status.
- Each lead shows the customer name, contact details, submitted date, and source.
Website Lead Details
The lead details area shows the information you need to follow up, such as:
- email and phone
- business name
- service address or message
- requested frequency or service program
- whether the portal request matched an existing customer account
Quote Requests
Quote requests come from the public quote form on your website.
If the form is in quote mode:
- The customer fills out the public form.
- Apex creates a draft quote.
- The quote is marked as a website request so it stays visible in your quote workflow.
- Your team reviews it in the Quotes workspace.
If the site is in recurring-service mode, the same form becomes a service request instead.
Quote Responses
When you email a quote to a customer, the email includes a response link.
Customers can:
- Accept the quote
- Request changes
Those responses are saved on the quote record and show up in the dashboard alerts and the mobile quote-response feed. Accepted quotes can be booked immediately from there, and change requests can be opened for edits.
What You See
The response cards show:
- customer name
- quote number
- event date
- response type
- customer message, if they added one
Portal Access Requests
Portal requests are separate from quote and service requests.
When the portal section is enabled and request access is turned on, customers can ask for portal access from the public site. You can review the request, match it to an existing customer if one exists, and send or resend access from the customer workflow.
Dashboard Alert Cards
Website-related alerts use the same card style as the rest of Apex.
You may see cards for:
- website leads
- quote responses
- other operational items, depending on your settings and industry profile
Each card links back to the right workspace so you can review it quickly.
Email Notifications
You can turn on email notifications for new website leads, quote responses, and portal requests under the relevant notification settings.
Emails are only a convenience. Even with email turned off, the request still appears inside Apex.
Gotchas
- Quote requests are not bookings. A submitted quote form creates a draft quote for review. You still need to book it manually.
- Site mode matters. Quote mode sends quote requests, while recurring-service mode sends service requests.
- Lead queues are separate. Quote requests, service requests, quote responses, and portal access requests are shown in different views, even though they are all part of the customer workflow.
- Portal requests depend on the portal section. If the portal section or request access is off, customers will not see the request flow.
- Preview does not submit a live request. The builder preview lets you test the form flow without creating a real record.