Setting up a Tradify Enquiry Web Form

Who can use this?

Platform: Web            Plan: Pro | Plus            Staff Permission: Enquiries & Settings

Learn how you can import work orders, customer enquiries and any other form of work requests into Tradify with Enquiries.

You can either use a web form, a forwarding email address, or both. You will then see these enquiries appear in your enquiry inbox within Tradify, which will include their name, address, contact details and potentially photos or videos of the work.                      

 

Setting up Tradify Enquiries

To start using Tradify Enquiries navigate to Settings > Enquiries

To enable the web form, select the toggle underneath the Web Enquiry Form.

 

Choosing Web Form Enquiries or Email Enquiries

Select which enquiry types you would like to receive in Tradify. We recommend you give both types a try to get the most out of this feature.

You can easily turn these types on and off individually and at any time meaning you are not locked into anything. 

Note: You must have one of these options selected to continue with the setup process.

 

Setting up your Enquiries 

  • Confirming your Public Profile details: in this step, you will be asked to set your Public Profile Name which in turn sets two things - your Web Form Enquiry Link and your Forwarding Email Address.
  • Web Form Enquiry Link: where your Web Enquiry Form form lives. You can use this link on your website or social media.
  • Forwarding Email Address: forward emails to this address to direct them into Tradify.

NoteYou will see that your Public Profile Name will appear as a part of this link and email address.

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  • Company Logo: choose a logo to use on your web enquiry form. This logo will appear at the top of the form which helps your customers know they are still dealing with your business when they land on this enquiry form page. We recommend using the same logo you use on your website.

Note: Images must be in a .JPEG or .PNG format.

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Add the Enquiry Link To Your Website

 

This step exists to help you enter your link Enquiry Web Form Link into your website. You can create new buttons on your website or replace existing ones. 

On this screen, you will see two options - select whichever matches your situation.

 

Someone else manages my website:

Unsure about how to ask your website manager to add this link to your website? This is a set of pre-written instructions you can send to the person who manages your website. 

Example Text

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 software.

Link:

https://tradehq.com/ [your company's name goes here]

I would like to link this form to my website. You can find further information at:

https://help.tradifyhq.com/hc/en-us/articles/360033780774

Regards,

[Your name]

I manage my own website:

Got a website built with Wordpress, WIX, or Squarespace? These links will help instruct you on how to add a link to your new Enquiry Web Form.

Alternatively, if you know what you are doing when it comes to managing your website you can copy your link to then insert it into your website. You can also embed the form as an iframe on a page on your website.

 

Using Tradify 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). 

Megasealed_Website_Cropped.png

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.

Web_Enquiry_Form.jpg

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. 

 

Add your 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. 

Note: If you use our Website feature, you'll have the option to display this within the in-app web editor.

If you manage your own website, please use the Website enquiry form link shown in the Enquiry Settings screen.  

If someone else manages your website, check out what you can send to your website manager here. Make sure to include the Website enquiry form link shown in the Enquiry Settings screen.  

It is also possible to embed the form on a page on your website with an iframe.

<iframe src="https://tradehq.com/businessname/Enquire" style="width:100%; height:1050px; border:none; margin:0; padding:0; overflow:hidden; z-index:999999;"></iframe>

Personalising your Enquiries form

If you need to change your business name on your Enquiries form, you'll need to contact support@tradifyhq.com to set this up.

You can enable automatic responses to your enquries in the Settings section of Tradify. To access these settings:

  1. Head to your Settings.
  2. Select Enquiries.
  3. Scroll down and you'll see the Auto Replies toggle, alongside a text field to customise your message if you wish.

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