Turn an enquiry into a job

When an enquiry turns into real work, don’t retype it — convert it.

Step by step

1. Open the enquiry in Leads.
2. Tap Create job. The customer’s name, number and message come across automatically.
3. Pick the service, add a date and time if you’ve agreed one — or leave it unscheduled and it’ll wait in your “waiting for a date” list.
4. Save. The enquiry is marked Job created and linked to the job, so you can always trace where the work came from.

If the enquirer wasn’t already in your customer list, they’re added for you — next time they get matched up automatically.

Tip: convert first, negotiate after. An unscheduled job is a better to-do item than an unread email.