Take a phone enquiry on a question sheet
Ask the right questions for each type of sign, then save it to Enquiries.
What this is for
Whoever answers the phone should ask everything needed to quote the job. Take an enquiry gives a question sheet for each type of sign, with the customer's details at the top and artwork, timing and delivery at the bottom. Saving puts it in Enquiries to price and quote. The same sheets print blank on A4 for the counter or a site visit.
What is on this screen
Each part of the screen above, top to bottom, and what changing it affects.
Take an enquiry
- Signs · Vehicles · Window, wall & floor graphics, stickers · Banners, flags & A-frames · Stationery & print · Letters, lightboxes & illuminated · Displays & promo
- Pick what they're after. Each sheet asks the questions for that kind of work.
- Customer
- Business name, contact name, mobile, phone, email, accounts contact and type of industry: what goes on the customer card. Type of industry picks from your customer industry list when you have one.
- Artwork, timing and delivery
- Artwork, when it's needed, budget, delivery or install, the address, and anything else.
- Files · Attach files
- Their logo, artwork, site photos or plans. They go onto the quote with the enquiry.
- Save to Enquiries
- Needs who the customer is and at least one thing about the job.
- Print this sheet blank · Measure-up form · Artwork guide for customers
- Open the printable sheets.
Enquiry sheets to print
- All sheets · each type of sign · Measure-up form · Time record · Artwork guide for customers
- Blank A4 sheets for the phone, the counter and site visits, a time record for staff on site to write their times on, and a guide to give customers about supplying artwork.
- Print or save as PDF
- Only the sheets print. Save as PDF keeps a copy to email.
Step by step
- 1
Open Quotes, press Enquiries, then Take an enquiry.
- 2
Pick the type of sign. Work down the Customer questions, the sheet's own questions, then Artwork, timing and delivery. Skip anything that doesn't apply.
- 3
If they've sent a logo or photos, press Attach files and pick them.
- 4
Press Save to Enquiries. The enquiry opens, ready to draft into a quote like any other enquiry.
- 5
For paper, press Print blank sheets on Enquiries, pick a tab, and press Print or save as PDF.
Tips & gotchas
- Files can be added to any enquiry later with Add files, until it becomes a quote.
- The measure-up form has room to sketch, and a customer sign-off for if the job goes ahead.
- Staff on site write their times on the time record, then key them into the job's steps back at the shop.