01What it is
An enquiry is the first contact with a customer, before you prepare a quote. You record the contact person or company, phone, e-mail, a description of the object and the scope, the source, an approximate value and the best date.
The status takes an enquiry from New through Contacted, Inspection and Quote to Won or Lost. For a lost enquiry you record the reason, so you know why jobs pass you by.
You can link a customer on file straight away or later. An enquiry stays an enquiry until a quote is created; one enquiry has one quote.
- BEFORE THE QUOTE
- Contact, description and source recorded from the first phone call.
- PIPELINE VALUE
- The sum of the approximate values of open enquiries on a tile.
- ONE CLICK
- Create quote carries over the customer, the description and the note.
02What it is for
Nothing gets lost
An enquiry from a phone call or a property manager goes on the list, not into a notebook.
You know what works
A source for every enquiry: referral, tender, general contractor and others.
Inspections in the plan
The Inspection status shows where someone has to go before the quote.
How much is in play
The Open pipeline value tile adds up the approximate values.
03Main options
The module has a list with tiles, the enquiry form and the step to a quote.
Enquiry, category, deadline, potential and status
Tiles: all enquiries, open, open pipeline value and won.
- Filter by status and by work category and group
- Search by number, contact, phone, e-mail, description and source
- Row preview with all fields without opening the edit screen, CSV export
Contact, scope, source and status
A separate screen. This is where you change the status.
- Customer on file or “Not on file yet”, contact person or company (required)
- Scope and description, source, approximate value, best date, loss reason
- Category and group, enquiry scope from the company’s types of work, note
A draft quote from the enquiry
The Create quote button on the edit screen of a saved enquiry.
- A draft quote with the customer, a title from the description and the note as the scope
- The enquiry gets the Quote status and a link to the quote
- Once the quote exists, the button changes to Open quote
04Tasks step by step
- STEP 1Open Modules › Customers › Enquiries and choose New enquiry.
- STEP 2Enter the contact person or company, phone, e-mail and a short description of the object and the scope.
- STEP 3Choose the source, enter the approximate value and save.
- STEP 1Open the enquiry with Edit in the row menu.
- STEP 2Change the status, for example from Contacted to Inspection, and save.
- STEP 3For the Lost status enter the loss reason.
- STEP 1Open the saved enquiry.
- STEP 2Choose Create quote. The application opens a new draft quote.
- STEP 3Add items and labour to the quote.
05Actions
The most common tasks involving enquiries.
New enquiry
The customer’s request recorded before the quote.
Create quote
A draft quote with the enquiry’s details.
Preview
All the enquiry’s fields without editing.
Export CSV
Enquiries from the current filter in one file.
06What it connects to
Choose a module to see where an enquiry leads.
Customer list
An enquiry can be linked to a customer on file.
Go to the topicCustomer listSales funnel
Sources, values and loss reasons feed the sales funnel.
Go to the topicSales funnelMobile version
The mobile version flags enquiries with no response.
Go to the topicMobile versionCategories and groups
Work categories and groups keep enquiries in order.
Go to the topicCategories and groups