Enquiries

Keep every new enquiry in one place.

Whether they come through your website, ring you or are passed on by somebody you have worked for, every enquiry sits in one list. You can see where each came from, follow it up, and lose none of them.

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Search jobs, customers, invoices…New quoteNew jobNew customerAll systems normal4JH

Enquiries

Manual, phone, email, referral and your website. All in one place.

AllNewContactedConvertedArchived
  • Alan BraithwaiteConsumer unit replacement, whole flatWebsite · 2 hours agoNew
  • Yasmin KhalidTwo extra sockets in the garageReferral · YesterdayNew
  • Meanwood Community HallEmergency lighting test, annualPhone · 2 days agoContacted
  • Rebecca TurnerKitchen rewire, quote requestedReferral · 4 days agoConverted
Search…JH

Enquiries

Everything coming in, wherever it came from.

AllNewContactedConverted
  • Alan BraithwaiteWebsiteNew
  • Yasmin KhalidReferralNew
  • Meanwood Community HallPhoneContacted
Search…JH

Enquiries

Two new today.

  • Alan BraithwaiteWebsiteNew
  • Yasmin KhalidReferralNew
  • Meanwood Community HallPhoneContacted

Where it came from

Know where your work comes from.

Enquiries from your Fieldify website are added automatically, while the ones that come by phone, by email or in person can be added yourself in seconds. Fieldify records where each enquiry came from too, so you can see which sources are actually bringing new work into your business.

New enquiries

  • Alan BraithwaiteConsumer unit, whole flatWebsite
  • Yasmin KhalidTwo sockets in the garageReferral
  • Meanwood Community HallEmergency lighting testPhone

Answering it

Everything you need to reply, on one screen.

The enquiry opens with what they actually wrote, in their own words, and their number and email sitting underneath as links. Tap the number to ring them back. When you have spoken, quote for it or book it straight in without leaving the page.

EnquiryNew

Alan Braithwaite

Asked about
Consumer unit, whole flat
Phone
07700 900412
Email
a.braithwaite@outlook.com
Came in
Monday, from your website

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Nothing sits unanswered

Fieldify tells you how long they have been waiting.

Every enquiry says when it came in and whether anybody has been in touch. After two days the wording changes, because most people ring three trades and go with whoever gets back to them first. It is one line at the top, not a red badge on everything.

Enquiries, oldest first

WhoCame inStatus
Alan Braithwaite2 days agoNew
Meanwood Community HallYesterdayContacted
Yasmin KhalidThis morningNew

Working through them

See what needs your attention.

Enquiries move through four simple stages: New, Contacted, Converted and Archived. Your list opens showing new enquiries first, so you can immediately see who still needs a response, while everything you have already dealt with stays organised and easy to find.

Enquiry status

NewContactedConvertedArchived

The list opens on New, because that is the only one needing you today.

Turning it into work

Turn an enquiry into a job.

When an enquiry turns into work, you can create the customer and job using the details you already have. There is no need to enter names, addresses and contact details all over again. Fieldify carries them across for you.

EnquiryCustomer and job

What carries over

  • Their name and contact details
  • What they asked for
  • Where the enquiry came from

The point of it

Never lose track of an enquiry.

When enquiries come in from different places, it is easy for one to get missed. Fieldify keeps them organised with a clear status, so you can quickly see what is new, what you have already followed up and what still needs a response.

Website

11

this month

Phone

8

this month

Referral

5

this month

Email

3

this month

Added by you

2

this month

Connected, not isolated

Every part of Fieldify works together.

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Less admin. More getting things done.

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Get in touch

Questions? We're glad to help.

Whether you're deciding on a plan, already using Fieldify, or just want to ask something first, reach us however's easiest.

We usually reply within one working day.