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Enquiries

An enquiry saves the back and forth about when to come out. TradeMate finds three free times and texts the customer a link. They tell you about the job and pick one, and their pick books the visit.

Send one

On the phone, press + and say it all in one go, such as "New enquiry from John Smith, 0403 465 789". Or tap Enquiry.

On the web, go to Pipeline → New enquiry, or open a customer and press Offer visit times.

1. Enter their name and mobile. Add their email if you have it, for the quote later.
2. Say what the visit's for (it starts as "Site visit") and how many hours to allow.
3. Press Find times and draft the text.
4. Check the text, and send it. The times are held for them for a week, so nothing else gets booked over them.

What the customer does

They open the link on their phone, with no app or login. They say what needs doing and pick a time.

If none of the times suit, they can say so and you'll see they want a call back.

Keeping track

Enquiries from the last two weeks are in Pipeline, showing where each one's up to:

• Picking a time: sent, and waiting on them. Press Remind to nudge them.
• Visit and the time: they've picked, and it's in your diary.
• Call them: none of the times suited.
• Text didn't go: check the mobile number.
• Closed: you've closed it, as it's dealt with or not going ahead.

After the visit

The visit's a job like any other. Once you've had a look, quote the work.