Respond to an Enquiry

Who this guide is for

Business Owners, Sole Traders, Admin, and Supervisor. Finance can view enquiries but cannot action them. Tradies and Apprentices do not access Enquiries.

Overview

Open a new enquiry, review the client’s submission, reply by email if you need more information, accept it, and convert to a quote when you are ready to proceed.

Before you start

The public enquiry form must be live and at least one enquiry must have been submitted.

Steps

1. Open the dashboard and review Needs Your Attention — new enquiries are flagged here. Or open Enquiries in the left sidebar.
2. Use the status filter (All, New, Responded, Accepted, Closed) or search to find the enquiry.
3. Select Open. The enquiry detail pop-out shows contact details, the status and received date with a Late reply indicator if the response is overdue, the job summary fields, a description, and a photo bar at the bottom showing any photos the client uploaded with the enquiry.
4. Choose the next action:
   • Need more information — select Email client back, review the AI-generated reply, edit if needed, and Send. The status updates to Responded.
   • Ready to proceed — select Accept. The status updates to Accepted. Then select Convert to quote — the Create Quote dialogue opens with the client name, email, phone, job address, and job description already filled in from the enquiry. Continue with the normal quote workflow from there.
   • Not going to proceed — update the status to Closed.

What happens next

The enquiry tracks through the New → Responded → Accepted → Closed pipeline. Converted enquiries flow into the standard quote workflow — see Create and send a quote.

Related guides

Set up the public enquiry form, Create and send a quote, Enable the Client Portal.