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Documentation Index

Fetch the complete documentation index at: https://help.funeralestimatorpro.com/llms.txt

Use this file to discover all available pages before exploring further.

An enquiry is created when a family completes an estimate and chooses to leave their contact details. This is your warmest possible lead, they’ve already seen your pricing, worked through their options, and still want to talk. Treat them as a priority. To see your enquiries, go to Enquiries in the sidebar.

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The enquiry list

Each row in the list shows:
ColumnWhat it shows
NameThe family’s name as they entered it
EmailTheir contact email address
Service typeThe type of service they estimated (e.g. cremation, burial)
Estimate totalThe total value of the estimate they built
DateWhen they submitted their details
New submissions show a New badge until you open them. This makes it easy to spot who’s come in recently at a glance.

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Filtering and searching

Use the filters above the list to narrow down enquiries by date range or service type. You can also search by name or email address, useful if a family has followed up and you need to find their original estimate quickly.

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Enquiry detail

Click View on any row to open the full enquiry. You’ll see two sections side by side: Contact information
  • Name, email address, and phone number (if provided)
  • Preferred contact method (email or phone)
  • Any notes they added before submitting
Estimate breakdown
  • Every category they visited, with the option they selected and its price
  • Any quantities or attendee-based items
  • Subtotal, GST, and total
This gives you everything you need to have an informed first conversation, you’ll already know what they’re planning, how much they’re expecting to spend, and how they’d like to be contacted.

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Resending notifications

If someone on your team missed the original notification email, you can resend it from the enquiry detail page.
1

Open the enquiry

Find the enquiry in the list and click View.
2

Click Resend Notification

This button is in the top-right corner of the enquiry detail page.
3

Confirm

The notification will be resent to all recipients configured in your notification settings.
You can resend a notification up to 3 times per enquiry per day. If you’re still not receiving emails, check your spam folder and make sure your notification recipients are configured correctly in Settings → Notifications.

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CSV export

You can download your enquiries as a spreadsheet, useful for your own records, importing into a CRM, or sharing with your team. Click Export CSV at the top of the enquiries list. The downloaded file includes all visible enquiries (applying any active filters), with one row per enquiry and columns for name, email, phone, service type, estimate total, preferred contact method, notes, and submission date.
If you’re exporting for a specific period, apply a date range filter first, that way your CSV only contains the enquiries you need.