Enquiries

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: 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.

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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.