Send the form link
Choose a request form and share its link. The customer describes what they need and checks their answers before submitting.
Why VAU?
Step-by-step guide · VAU Form Assistant
From a customer’s request to your next action.
Send a form link before a visit. Review what the customer submits, keep the work record in My jobs and decide what to do next.
Open sample PDF ↗A request before the visit
See an example of the information a customer can provide before you decide on the next step.
Illustrative examples · fictional dataFrom the link to a work record
Review the request
Read the incoming answers in My jobs. Keep the relevant documents and your notes with the work record.
Record the next action
Set the status and next action. If you need an estimate, prepare one using your own price list and check the items and amounts.
See how to work with requests
Follow the My jobs guide from the request to the work record and next action.
1:30
The customer, location, documents and next actions are together in My jobs.
Illustrative examples · fictional dataRead the transcript ↗
Can the customer see my notes?
Sharing a link exposes the selected form. Your work record and internal notes in My jobs stay private to you.
Can one link collect several requests?
A reusable public link can receive separate replies. They create separate work records, so you can review each request and record its next action.
Do I have to prepare an estimate?
No. You can keep the request and plan the next action without one. When an estimate is useful, use your own prices and review the items and totals before sharing it.
Other ways to use VAU
Keep the next step with the request.
Open My jobs to review your work records, their status and the next action.
Open My jobsPlans