Welcome to Nubilo,\u00a0 where small businesses in the service industry are saving time and finding more customers.\u00a0 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.<\/p>\n
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In this article, let\u2019s explore enquiries. \u00a0\u00a0What are enquiries for, and how are they used?<\/p>\n
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Enquiries are a great way for new work to enter your pipeline.\u00a0 A Nubilo user can make an enquiry to you via a form on your business or services page.\u00a0 Once a customer has made an enquiry you can respond and begin to onboard them as a new customer.<\/p>\n
Enquiries are shown in various places throughout the Nubilo Business portal.<\/p>\n
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Features of an Enquiry<\/strong><\/p>\n <\/p>\n 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.<\/p>\n Features of an Enquiry Detail<\/strong><\/p>\n <\/p>\n Status<\/strong><\/p>\n Enquiries have several status\u2019 that indicate whether they are awaiting input from the Customer or the Service Provider.\u00a0 These Status\u2019 are also colour coded to make it more obvious if actions are awaiting your input.<\/p>\n Possible status options are:<\/p>\n <\/p>\n View Customer<\/strong><\/p>\n The View Customer button takes you to the Customer Detail page for the customer that has raised this enquiry.<\/p>\n View Asset\/Schedule<\/strong><\/p>\n Each Enquiry is associated with a property but can also be linked to an existing property Asset or Schedule.\u00a0 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.<\/p>\n About Your Customer<\/strong><\/p>\n The \u201cAbout Your Customer\u201d section contains an overview of your customers information. Including Name, Address and location map.<\/p>\n What to Service<\/strong><\/p>\n The \u201cWhat to Service\u201d Section describes the Type of activity that\u2019s expected. The Type of Asset or Schedule and its Name.<\/p>\n Messages<\/strong><\/p>\n In the \u201cMessages\u201d Section you can exchange messages with your customer in relation to the Enquiry. Get additional details and arrange a time. \u00a0All messages are also in your Message Centre so you wont loose the conversation.<\/p>\n Actions<\/strong><\/p>\n The \u201cActions\u201d Section contains buttons to change the status of the Enquiry.\u00a0 If you are expecting the customer to respond, set the status to \u201cPending\u201d,\u00a0 Or If the Enquiry has been fulfilled you can set the status to Completed.\u00a0 Or you can cancel the enquiry.\u00a0 Customers will receive a notification of the change in status.<\/p>\n Customer Management<\/strong><\/p>\n In the \u201cCustomer Management\u201d Section, tools are provided to extract more information about this customer and make it easily available.\u00a0 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.<\/p>\n More features are being developed to optimise your experience.<\/p>\n <\/p>\n What to do when you get an Enquiry<\/strong><\/p>\n When you get an Enquiry, you should:<\/p>\n Welcome to Nubilo,\u00a0 where small businesses in the service industry are saving time and finding more customers.\u00a0 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 … <\/p>\n\n
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