Every enquiry, on one board

One client already had every enquiry on a board, each customer moved along as the job moved. Other clients needed the same thing. So Enquiries in the Scalus app is now a board, and 15 businesses already have one.

The problem

A website enquiry used to arrive as an email and a line in a list. A list does not tell you who you have quoted, who is booked in, or who went quiet. The customer's own words sat in an email somewhere, and finding them meant searching the inbox while they waited on the phone.

The result

The Enquiries page is now a board, set up for your business.

• Stages that fit your work. A trade gets New enquiry, Quote sent, Booked in, Job done and Not going ahead. A salon, a studio or a shop gets stages that match how it books people in.
• Every website enquiry is a card. It lands in the first stage with the customer's name, number and email. Enquiries from the past year are on it too.
• Their own words. Open a card and read exactly what they sent, with their photos when they attached some.
• Move it as the job moves. Drag a card to the next stage on a computer, or tap the stage on a phone. Add the quote and the value shows on the card.
• Call from the card. Tap the phone on a card and you are calling the customer, with their enquiry still on the screen.
• Find anyone fast. Type a name in the search box and the board shows just them.

Every customer who got in touch, where each one is up to, and what they asked for, on one screen.

If your jobs already live in a job management app, the board can show those jobs instead, photos and all, so there is still one place to look.

The screens above are the real app, shown on a sample business with made up names and numbers. The board is already on for 15 Scalus clients. If you are a client and yours is not on yet, send me a message in the app.