01What it is
An enquiry is the client's first contact before a quote exists: contact person or company, phone, e-mail, a short description of the unit and scope, source and approximate value. The client does not need to be on file yet.
An enquiry moves through statuses: New, Contacted, Inspection, Quote, Won or Lost. For a lost enquiry you record the reason for loss, as this data feeds the sales funnel.
An enquiry stays an enquiry until you create a quote. From then on you work on the quote. One enquiry has one quote.
- SOURCES
- Instagram, Facebook, Google, referral, phone, tender, property manager, general contractor.
- PIPELINE
- The approximate value of each enquiry and the total of open ones.
- QUOTE
- A draft quote valid for 14 days, in one click.
02What it is for
No call gets lost
The enquiry is saved at once, even if the client is not on file yet.
Where clients come from
The source on every enquiry shows what brings in work.
What is in play
The Open pipeline value tile adds up open enquiries.
Know why a client left
The reason for loss on lost enquiries.
03Main options
The enquiries screen is a list with tiles, an enquiry preview and the form.
Open, won and their value
Tiles: all enquiries, open, open pipeline value, won.
- Filters for status, category and group
- Search by number, contact, phone, e-mail, unit and source
- CSV export
The whole enquiry without editing
A detailed preview from the row actions menu.
- Contact, phone, e-mail and client on file
- Scope, source, category, value and best date
- Reason for loss and linked quote
An enquiry in seconds
The only required field is the contact person or company.
- Client on file (optional), phone, e-mail, unit and scope description
- Source, status, approximate value, best date
- Scope of the enquiry from work modules and a note on the client's problem
04Tasks step by step
- STEP 1Open Modules › Sales › Enquiries and choose New enquiry.
- STEP 2Enter the contact person, phone and a short description, for example “Flat on Elm Street, bathroom and kitchen”.
- STEP 3Choose Phone as the source, enter an approximate value and save.
- STEP 1Open the enquiry for editing and choose Create quote.
- STEP 2A draft quote valid for 14 days is created: the title from the enquiry description, the client and category, with the note as its scope. The enquiry gets the Quote status.
- STEP 3Once the quote exists, the button changes to Open quote.
- STEP 1When the client orders the work, set the status to Won.
- STEP 2When they decline, set Lost and enter the reason for loss.
05Actions
The most common tasks around enquiries.
New enquiry
Contact, unit description, source and value.
Create quote
A draft quote from the enquiry.
Won
An enquiry turned into work.
CSV export
Enquiries in one file.
06What it connects to
Choose a module to see where an enquiry leads.
Sales funnel
Enquiries, their statuses and reasons for loss are the basis of the sales funnel.
Go to the topicSales funnelNew quote
You can also start a quote with a quick action from the dashboard.
Go to the topicNew quote