Enquiries

New enquiries show at the top of your dashboard, with a Call button.

To see them all, click See all on the dashboard. Or click Jobs, then the Enquiry stage at the top.

You also get a notification, by email and on the bell, when an enquiry comes in from your form or website. See Notifications.

Got a phone call? Add it as a job.

1. Click Jobs, then the round + button.
2. Type a Job name and what they want in the Description.
3. Leave the Status as Enquiry.
4. Add the customer and address.
5. Click Create job.

Then send them a quote, or change the stage to Scheduled when it's booked. See Job stages.

Don't have a website? TradieFiles gives you a simple enquiry form with its own link. Put the link on Google, Facebook or in your email signature.

Customers fill in their name, phone or email, the job address and what they need. Each enquiry adds the customer and a new job at the Enquiry stage, and lets you know.

You need to be an admin or the owner.

1. Click the cog at the top right, then Website enquiries.
2. Under Your enquiry form, click Turn on.
3. Click Copy link and paste it wherever customers will find it.

To stop taking enquiries, click Turn off.

Have a website already? Your web developer can send its contact form straight into TradieFiles. They need a key, which is like a password for your website.

1. Click the cog, then Website enquiries.
2. Under Your own website, type a name for the key, for example "Main website".
3. Click Make a key.
4. Click Copy key and send it to your web developer.

The For your web developer box on that page has the technical details they need.

To stop a key working, click Delete next to it.