Invite the client to fill in details

Lumos offers an alternative path to direct entry: send a link to your client so they fill in the project information themselves. Useful when you receive many requests by phone or email and want to delegate data entry to the client, or when you prefer to receive client-validated information before scheduling.

How it works

From the + New Project button on any main page, choose Send a request to the client in the modal.

Lumos asks for the client’s email. Once sent, two things happen at once:

Your client receives an email with a button leading to a web form.
A project is created immediately in Projects, with the Pending approval status.

The client sees exactly the same form you fill in directly (client info, property, MLS, listing agent, desired date, language). They complete what concerns them and submit.

When the client has submitted

You receive a notification email: “a project is ready to be approved.” In Projects, the corresponding project still carries the Pending approval status.

You open it and find all the information entered by the client. At this stage, you have three actions available:

Approve — the project switches to active status, joins your normal workflow, and you can start an inspection.
Reject — the project is rejected. The client can be notified of your decision.
Delete — the project is removed from Lumos.

Before approving, you can adjust the information entered by the client if some is incomplete or wrong. This avoids back-and-forth by email.

When to use this path

The client invitation is particularly suited when:

The client contacted you through an informal channel (phone, text, web form) and you want to formalize the request with structured information.
The exact address or property details are not yet known to you: the client can enter this information from the MLS listing or their own documents.
You want a clear timestamp of the request for your archives.

For a request already well framed by phone or a direct hand-off from a trusted real estate agent, direct creation (see Create a project) remains faster.

Step-by-step

A Guidde video dedicated to this flow is in the works.