Welcome to Nubilo, where small businesses in the service industry are saving time and finding more customers. If you are a small business offering domestic services such as cleaning, gardening and boiler care, then you can grow your business and your team on a platform that is designed to help your business thrive.
In this article, let’s explore enquiries. What are enquiries for, and how are they used?
Enquiries are a great way for new work to enter your pipeline. A Nubilo user can make an enquiry to you via a form on your business or services page. Once a customer has made an enquiry you can respond and begin to onboard them as a new customer.
Enquiries are shown in various places throughout the Nubilo Business portal.
- Customer Dashboard : New and Open Enquiries are displayed at the top of the customer dashboard page so they are very visible
- Customer Detail page : New and Open Enquiries are shown at the top of the customer details page.
- Enquiries page : See a summary of all your current enquiries.
Features of an Enquiry
- Enquiry Status
- Enquiry ID
- Enquiry Date
- Customer Name
- Customer Address
Clicking on the Enquiry takes you to the Enquiry Detail page. In this page you can send messages to your customer and discuss the work and arrange convenient dates.
Features of an Enquiry Detail
- Status
- View Customer
- View Asset/Schedule
- About Your Customer
- What To Service
- Messages
- Actions
- Customer Management
Status
Enquiries have several status’ that indicate whether they are awaiting input from the Customer or the Service Provider. These Status’ are also colour coded to make it more obvious if actions are awaiting your input.
Possible status options are:
- New – New Enquiries are awaiting the Service Provider to respond to the initial request and contact the Customer with any questions or date suggestions for performing the maintenance.
- Open – An Open status is awaiting a response from a Service Provider.
- Pending – A Pending Status is awaiting a response from the customer
- Complete – A Complete status closes the enquiry, and it will be archived after a few weeks.
View Customer
The View Customer button takes you to the Customer Detail page for the customer that has raised this enquiry.
View Asset/Schedule
Each Enquiry is associated with a property but can also be linked to an existing property Asset or Schedule. Click through to the details of the Asset or Schedule to view information about it, including location/Address and details such as the type of asset of schedule.
About Your Customer
The “About Your Customer” section contains an overview of your customers information. Including Name, Address and location map.
What to Service
The “What to Service” Section describes the Type of activity that’s expected. The Type of Asset or Schedule and its Name.
Messages
In the “Messages” Section you can exchange messages with your customer in relation to the Enquiry. Get additional details and arrange a time. All messages are also in your Message Centre so you wont loose the conversation.
Actions
The “Actions” Section contains buttons to change the status of the Enquiry. If you are expecting the customer to respond, set the status to “Pending”, Or If the Enquiry has been fulfilled you can set the status to Completed. Or you can cancel the enquiry. Customers will receive a notification of the change in status.
Customer Management
In the “Customer Management” Section, tools are provided to extract more information about this customer and make it easily available. If your customer is already in your customer database, then this will be shown here, or you can add this customer to your database with a single click.
More features are being developed to optimise your experience.
What to do when you get an Enquiry
When you get an Enquiry, you should:
- Respond to the customer and ask any questions
- If you are awaiting a customer response set the enquiry as pending
- Arrange a time to visit the customer or agree the scope of work by exchanging messages.
- Set the enquiry as complete once the work has been carried out.