Enquiries
Messages, quotes and visits — both the ones you send and the ones you get.
WalkthroughWhere do I see my enquiries?Your inbox for every conversation with a customer or a business.WalkthroughWhat do Inbox, Sent, Starred, Archive, Spam and Trash mean?The trays down the left, and what belongs in each.What do New, Replied, Quoted, Scheduled, Converted and Completed mean?The word on each enquiry tells you whose turn it is.WalkthroughHow do I reply to an enquiry?Answer a customer, and send them a file if they need one.How do I send a quote?Put a price in front of the customer, and let them accept it.How do I arrange a visit?Propose a date and time and get it confirmed.
WalkthroughThe customer wants something different — what do I do?Change what the job covers, with the customer's agreement.WalkthroughWhat are private notes and reminders?Notes only your side can see, and a nudge so nothing is forgotten.WalkthroughHow do I find an old enquiry?Search, filters and labels for when the list gets long.How do I finish or close an enquiry?Marking a job done — and why it matters for reviews. Still stuck?
Tell us what you were trying to do and which screen you were on. A real person answers, usually within one business day.