01What it is
An enquiry is a request from a customer who has no quote yet: contact person or company, phone, e-mail, car, source and scope of work. The customer does not need to be in the records yet.
An enquiry moves through statuses: New, Contacted, Inspection, Quote, Won or Lost. For a lost enquiry you record the reason for loss.
A booking from the workshop website, when public booking is switched on, lands here by itself as an enquiry with the Online booking source and the New status.
- EVERY SOURCE
- Online booking, website, Instagram, Facebook, Google, referral, phone and walk-in.
- PIPELINE
- An estimated value for every enquiry and the total of open ones.
- QUOTE AT ONCE
- A draft quote from the enquiry in one click.
02What it is for
No call gets lost
The request is saved at once, even if the customer is not in the records yet.
Where customers come from
The source on every enquiry shows what brings in jobs.
What is in play
The Open pipeline value tile adds up open enquiries.
Know why a customer 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.
- Columns: enquiry, location, category, deadline, potential, status
- Edit and delete in the row
- CSV export
The whole enquiry when you click the row
Contact, car and what is happening with the enquiry.
- Phone, e-mail and customer from the records
- Car, source, scope of enquiry, best date
- Reason for loss and linked quote
A request in seconds
The only required field is the contact person or company.
- Customer from the records (optional), phone, e-mail, car
- Source, status, estimated value, best date
- Scope of enquiry (workshop modules) and a note on the customer's problem
04Tasks step by step
- STEP 1Open Modules › Customers › Enquiries and add an enquiry.
- STEP 2Enter the contact person or company, phone and car description. Choose Phone as the source.
- STEP 3Describe the customer's problem in the note and save.
- STEP 1Open the enquiry and choose Create quote.
- STEP 2A draft quote valid for 14 days is created with the enquiry note. The enquiry gets the Quote status.
- STEP 3Once the quote exists, the button changes to Open quote.
- STEP 1A booking from the workshop website appears on the list with the New status and the Online booking source.
- STEP 2Contact the customer and change the status to Contacted or Inspection.
- STEP 3When the car arrives, create a quote or a job.
- STEP 1When the customer orders the repair, 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, car, 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.
Customer list
You can assign an enquiry to a customer from the records.
Go to the topicCustomer listVehicles
The car description from an online booking helps find or add the vehicle card.
Go to the topicVehiclesSales funnel
Enquiries and their statuses are the basis of the sales funnel.
Go to the topicSales funnel