Inquiry
An inquiry is a customer’s initial request for information or service. It typically involves asking for details about services, pricing, or availability, and may lead to a formal service request or booking.
Create an Inquiry
- From the left sidebar menu, go to Request and select Inquiry.
- Click on New to open the inquiry page, where you can fill in the necessary details.
In the Customer details, Enter the customer information:
| Customer: | Choose the customer to whom the Inquiry pertains. |
| Contact Person: | A person who represents the customer and with whom you conduct all work-related conversations. |
| Job Title: | A short description related to the service can be entered as a job title. |
| Inspection Instructions: | Provide detailed instructions for the inspection process. Include any specific areas to focus on, special requirements, or other relevant information necessary for the inspection. |
| Description: | Add a detailed description of the inquiry. This section can include all relevant details such as the scope of work, customer requirements, and any additional context necessary to understand the inquiry fully. |
In the Inquiry Details section, Enter the following details:
| Reference: | The reference number, often known as the document number, is the unique number used to identify each Inquiry. |
| Inquiry Date: | The inquiry date is the date when the inquiry was raised. |
| Valid Until: | Choose a date till which the inquiry is valid. |
| Lead By: | Select the Employee name from the dropdown, who leads the inquiry. |
| Group: | Choose a group to which this work belongs. |
| Priority: | Mark the Priority by selecting High, Medium or Low from the dropdown. |
In the bottom section, enter the following details:
| Inspection: | Enable this if the inquiry requires a follow-up inspection. |
| Remarks: | You can add any remarks on your Inquiry. |
Finally, click on Save
Add Inspections to Inquiry
- Click on Create Inspection from the Actions menu on the Inquiry Details page
- Add or modify Contact Person, Jobsite, Title, and Instructions
- In the Inspection details, fill in the Start or End Date and Start or End Time
- Select the Service/Product Item
- Click on Save
Note: You can add multiple Inspections to an inquiry.
Inquiry Configurations
The configuration button is found in the top right corner of the Inquiry Edit page.
Add Additional Customer address:
- To add more than one Customer address, enable Additional Customer Address
