Question 1

How does the enquiry dashboard work?

Accepted Answer

Enquiries are managed in your private business workspace. You can move an enquiry through New, Contacted, Quoted, Booked and Completed. The workspace shows basic counts by status, an agenda of upcoming appointments and a queue of follow-ups due today or earlier.

Question 2

What customer details can I keep with an enquiry?

Accepted Answer

A business enquiry requires the customer’s name and phone number. Email address, street address and postcode are optional. Customer details stay together with the job information in the private workspace.

Question 3

What job details and notes can I record?

Accepted Answer

Each enquiry records a job type and job details. You can also add an optional workspace note for your business; it is separate from customer-facing content. Scheduled appointments have a separate private visit note.

Question 4

How do bookings and customer appointment reminders work?

Accepted Answer

The business records an appointment against an enquiry by setting a visit date and, optionally, a time. It appears in the workspace agenda, and you can download a calendar event. This is not customer self-booking or live calendar sync. An eligible appointment can trigger an email to the customer the day before when a valid email address is saved on the enquiry.

Question 5

How do follow-up reminders work?

Accepted Answer

A follow-up due date is optional. Open enquiries due today or earlier appear in the Follow-up queue, where you can mark a follow-up complete. Scheduled email reminders are separate from customer appointment reminders: they go to workspace members only when the plan includes them and the member has an available, verified account email. The queue shows the reminder delivery status.