The enquiry arrives.
Your website or an approved connected lead form sends the details into one record. The customer receives an acknowledgement. Calls and unconnected platforms still need you to add or mark the enquiry.
HOW IT WORKS
An enquiry comes in.
Here’s what
happens next.
A customer fills in your form. They get a booking link. You see the quote visit in your diary. On selected plans, you can approve the follow-up when it’s needed.
Explore the journeyTHE NEXT STEP, TAKEN CARE OF
ENQUIRY WORKFLOW •••
NEW ENQUIRYBathroom renovationWebsite form · Just received
01ACKNOWLEDGE & ORGANISE
NEXT STEP READYChoose a quote visitBooking link sent to customer
02✓ Connected enquiryFollow-up ready ↗
✓You stay on the tools.
The process keeps moving.
Illustrative workflowThe process keeps moving.
A small change to your working day
On the job?
The next step
can still happen.
Scroll through a sample customer journey.
- 01Enquiry received
A form enquiry gets a reply and a booking link.
- 02Quote visit booked
They choose a slot through your booking link.
- 03Quote followed up
You approve a reminder with a contact link.
- 04Review requested
Send a review link after the job is done.
Illustrative customer view. Branded texts are one-way: customers use the links to book or contact you. Follow-ups and reviews depend on your plan and approval. Calls and unconnected messages need to be marked as handled.
9:41▮▮▮
‹Your Business ›
Thanks for your website enquiry about a bathroom refit. Choose a time for us to come and take a look.
Book your quote visit:
yourbusiness.example/book
yourbusiness.example/book
FROM ENQUIRY TO FOLLOW-THROUGH
A clear process.
At every step.
What happens behind the scenes, and where you stay in control.
The customer picks a quote time.
Your calendar offers the hours you approve, with fixed travel buffers. It does not calculate routes or promise emergency attendance.
The appointment stays visible.
Both sides get the agreed reminders. Changes made through the booking link update the appointment. Changes agreed by phone need recording.
You choose the next action.
On selected plans, check the customer details and choose an approved quote follow-up, unpaid-invoice reminder or review request. Paid or disputed invoices are not chased.
We keep the setup working.
We check forms, links and delivery failures, and maintain the parts included in your plan. You get a clear summary and one support contact.
Keep working your way
Your number stays yours.
Customers can still call your usual number or use your WhatsApp Business account. Outgoing branded texts point them to the agreed next step. An ordinary phone call or unconnected WhatsApp reply is not automatically visible to the system. Mark the enquiry as handled to stop follow-ups. We will show you how.
BUILT AROUND YOUR WORKING DAY