Track enquiries so none slip through
Log every call-out request and see which ones turn into work.
- 1Go to Enquiries → New enquiry. Pick the customer and site and describe what they need.
- 2Move it along as you go: contacted, quoted, won — or lost, with a reason.
- 3From the enquiry, jump straight into a quote for that customer and site.
The list filters by status, so a quick look at “New” each morning shows who still needs a call back.
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