This feature is in a Pilot stage. This means we have only released it to a small selected group of Tradify companies in order to test the feature in its entirety in real world situations. We do this to uphold our high standards for design and functionality when we add new features.
If you are interested in using this feature, please email glen@tradifyhq.com to express your interest.
Introduction to Tradify Enquiries
You can now import work orders, customer enquiries and any other form of work requests into Tradify with Enquiries.
You can either forward enquiries through to a personalised email address, or point customers toward a personalised web enquiry form from your website. You will then see these enquiries appear in your enquiry inbox within Tradify.
This new functionality will streamline your data entry process for incoming work while removing double handling as you can turn an enquiry into a Quote, Job, Scheduler Appointment or Invoice within seconds.
Email enquiries
One way to get your enquiries into Tradify is using your Forwarding Email Address seen in Settings > Enquiries.
If you need to change have not been sent this address, please get in touch with us via email:
- If you are in the UK, contact Rob at rob@tradifyhq.com
- If you are anywhere else, contact glen@tradifyhq.com
All emails sent to your Forwarding Email Address will be converted into an enquiry in your Tradify Enquiries inbox.
Here are a few ways to use this email address:
- You can give this address to customers who you receive repeat work or work orders from. They can now send all work orders to this address.
- You can forward emails to this address from your current work email address e.g; from Gmail or Outlook.
- Use this address on any enquiry websites you use such as HiPages, Which?, Wedo or Angie’s List.
When the enquiry appears in the inbox, you can tell it is an email enquiry by looking at the source column.
Web form enquiries
You now have your own web enquiry form which you can point your customers to from anywhere you see fit. The most common use case will be linking to this web form through your website with a ‘Get a Quote’ button (or a button to that effect).
Your web enquiry form will be unique to your company and it will contain your company name and your logo keeping it consistent with your brand.
Customers will fill this form out, giving you the necessary information to be able to respond with a quote or any other necessary action.
When the form has been completed by your prospective customer, you will then be immediately notified of this new enquiry allowing you to act as fast as possible. This notification will take the form of an email, a push notification and a red badge on the Enquiries section of the Tradify App. Learn more about the types of notifications you will receive and how to configure them.
Adding the web form to your website
To make use of this web enquiry form you will need to update your website with a new button, or change existing button links.
If you manage your own website, please use the link (i.e. Public Profile link) provided in Adam’s or Rob’s email.
If someone else manages your website, here’s some instructional text you can copy and paste and pass on to have the changes made. Make sure to include the link (i.e. Public Profile link) provided in Adam’s or Rob’s email.
Hi,
I am using a new Web Enquiry Form to allow customers to request work. These enquiries will then appear in Tradify, my job management tool.
Link:
{Put your Public Profile link here}
I would like your help to link to this form from my website.
Further information available at:
Regards,
{Put your name here}
Creating new enquiries
If you have received an enquiry from a customer over the phone or in person and you’d like to record it in Tradify you can make a new enquiry. To do this, navigate to the enquiries section in Tradify. Toward the top of the screen you will see a grey Create New Enquiry button. Hit this, and enter any details you need into the new enquiry.
The Enquiries inbox
Within the Enquiries inbox, you will see two tabs, To Do and Done. Enquiries will appear in To Do when they are new and unactioned.
You can see information about an enquiry from a glance, with the customer name, number, email address, date received, location and source all visible.
Opening an enquiry allows you to manage the information collected from the web form or email. You can also see any attachments that have been collected.
More articles on Tradify Enquiries: