Reviewing and Actioning Enquiries

Overview

The Enquiries page in MyApprentice is where every public enquiry lands. From here you review the submitted details and photos, respond to the client by email, and convert the enquiry into a quote when you are ready.

Who uses this feature

Business Owner, Admin, and Supervisor action enquiries (reply, accept, convert, close). Finance has view-only access — Finance can review enquiries but cannot reply, accept, convert, or close them. Tradie and Apprentice cannot access Enquiries.

When to use this feature

• A new enquiry arrives and needs review.
• You need to ask the client for more information before quoting.
• You are ready to turn an enquiry into a quote.

What you can do with this feature

• Review enquiry details, including attached photos.
• Filter and search the enquiry list.
• Reply to the client by email with an AI-drafted clarifying message.
• Convert an accepted enquiry into a quote (the Create Quote dialogue opens pre-populated from the enquiry).
• Close an enquiry without progressing.

How the feature works

Navigate to Enquiries

1. In the left sidebar, select Enquiries.
2. The enquiries list opens.

Filter and search

• Use the search bar to search by name, email, phone, or address.
• Use the status filter to show All, New, Responded, Accepted, or Closed.

Open and review an enquiry

1. Select Open on the relevant enquiry.
2. The Enquiry Detail pop-out shows:
   • Contact details: Name, Email, Phone, Address.
   • Status (New / Responded / Accepted / Closed), Received date, and a late reply indicator.
   • Job summary: Trade, When needed, Property type, Work type, Service, Job stage.
   • Description: what the client typed in the form.
   • Photos: any photos uploaded appear in the photo bar at the bottom.

Reply to an enquiry by email

1. Select Email client back from the Enquiry Detail pop-out.
2. The email pop-out opens, pre-addressed to the enquirer.
3. Add CC and BCC recipients if needed.
4. Review the subject — pre-populated as Re: Your Enquiry — and edit if you want.
5. Review the pre-populated AI-generated body. The default content asks the client to confirm preferred site visit time, any plans, measurements, or access constraints, and their target timing or deadline, and closes by saying you will reply with next steps.
6. Edit the message as required and select Send.
7. The enquiry status updates to Responded automatically.

Accept and convert to a quote

1. With the enquiry open, select Accept once you have all the information you need. The status updates to Accepted.
2. Select Convert to quote.
3. The Create Quote dialogue opens, pre-populated with the client name, email, phone, and job address from the enquiry, and the form description carried into the job description.
4. Continue with the normal quote creation flow — see Creating and Sending Quotes.

Close an enquiry without progressing

Update the status to Closed if the enquiry will not progress.

Role-specific notes

• Business Owner, Admin, Supervisor: can review, reply, accept, convert, or close enquiries.
• Finance: view only — can review enquiries but cannot reply, accept, convert, or close.
• Tradie, Apprentice: no access to Enquiries.

Related workflows

• Capturing Leads with the Public Enquiry Form
• Creating and Sending Quotes
• Using the Dashboard and Notifications

Important notes

• New enquiries also surface in the dashboard Needs Your Attention panel.
• Reply emails support CC and BCC; the subject and body are pre-populated and editable.
• The reply body is AI-drafted — review and edit it before sending. Each AI-drafted reply uses 1 AI call from your monthly allowance. See Using AI in MyApprentice.