To save you time copying enquiry information over to another part of Tradify you can use the blue Enquiry Actions button on the bottom right.
Copy to Quote/Job/Invoice:
Before you proceed to your Quote/Job/Invoice, you will be given two options; use existing customer or create new customer.
- Use existing customer - Tradify will take the information in the enquiry and look for any existing customers to match it to.
- Create new customer - This option takes the information from the enquiry to create a new customer.
Select one of these options and a Quote/Job/Invoice will then be created populated with information from the enquiry such as the description and attachments.
You will now be taken to the Scheduler with a new appointment partially created. The new appointment’s notes area will be populated with information from the Enquiry. Now all you need to do is select a time, date and a staff member.
Mark as rejected:
Use this action to move the enquiry into the Done tab and to give it a red Rejected badge.
Mark as actioned:
Use this action to move the enquiry into the Done tab and to give it an orange Actioned badge.
When any of these above actions have been taken, the enquiry will be moved to the Done tab in the Enquiries inbox. This tab also has an Action Taken column in the table showing you which action has been taken against that enquiry.
If you would like to move an enquiry back in to the To Do tab, open it and within Enquiry Actions select Mark as Unactioned.