Operating cash flow, gross margin, debt-to-equity, sales close ratio… it’s easy to get bogged down by the number of different ways you can measure the financial health of your trades or service business.
You’re out on the tools, focusing on getting the job done, and the last thing you want to do is miss out on potential work because of a missed phone call or an email lost in the shuffle. But the reality is, new enquiries are the lifeblood of your business, and managing them efficiently can be the difference between a thriving business and a slow week.
Why Enquiry Management Matters
Enquiry management is more than just answering a call or replying to an email. It’s about making sure every potential job that comes your way is accounted for, followed up, and converted into actual work. A missed enquiry means lost revenue, plain and simple.
But it’s not just about the money. Good enquiry management helps you build relationships with potential clients, respond quickly to their needs, and show that you're reliable and organised. This is especially crucial for tradies, where word-of-mouth and reputation mean everything.
Different Ways Tradies Can Manage Enquiries
There are a few ways to handle enquiries, but not all are created equal. Let’s take a look at the most common methods and why some might leave you missing out.
- Manual Tracking (Pen and Paper)
The old-school way. It’s easy to jot down enquiries in a notebook or on a whiteboard, but it’s also easy to lose track of them. Plus, if you’re out on a job, it’s hard to keep things up to date in real time.
- Emails and Spreadsheets
Many tradies still use their email inbox and spreadsheets to manage enquiries. This can work, but it’s clunky. You’ll spend too much time sorting through emails and manually updating information. It’s easy for something to slip through the cracks, especially when you’re juggling multiple jobs.
- Job Management Software
The most effective way to manage enquiries is by using job management software, like Fergus. With the right system in place, you can automate your enquiry process, track everything in one place, and ensure you never miss an opportunity.
Introducing Fergus’ New Enquiry Management Feature
At Fergus, we know how important it is for tradies to stay on top of their inquiries. That’s why we’ve rolled out our new Enquiry Management feature. This powerful tool allows you to seamlessly capture enquiries directly from your website into Fergus, so you don’t have to worry about things falling through the cracks.
Here’s how it works:
- Custom Web Contact Form: Fergus generates a customised contact form for your business, featuring your branding, company name, and logo. You can easily add this form to your website, social media pages, or any platform where you want to capture enquiries.
- Automatic Integration: When someone fills out the contact form, the enquiry is instantly sent into Fergus. No more copying and pasting information from emails or manually updating spreadsheets.
- Direct Website Integration: When someone fills out a contact form on your website, that enquiry goes straight into Fergus. No more copying and pasting information from emails or manually updating spreadsheets.
- Organised and Easy to Track: Each enquiry is automatically logged and tracked in the system, so you can quickly see what needs attention and follow up promptly.
- Assign and Schedule Jobs Instantly: From the moment you receive the enquiry, you can assign it to a team member, schedule the work, and start planning – all from the Fergus dashboard.
- Stay in Control on the Go: Whether you’re on-site, in the office, or grabbing a coffee, you can manage all your enquiries through the Fergus mobile app. You’ll never miss out on a potential job, no matter where you are.
Why Fergus’ Enquiry Management is a Game Changer
With our new feature, you can say goodbye to juggling enquiries across different systems. Everything is in one place, and the process is streamlined. No more headaches, no more missed opportunities.
- Save Time: Automating your enquiry process means less admin work for you and more time focusing on what you do best – getting the job done.
- Boost Customer Satisfaction: Quick responses and well-organised follow-ups show potential clients that you’re professional and reliable, increasing your chances of winning the job.
- Grow Your Business: With every enquiry captured and tracked, you’re not letting any work slip through the cracks. This means more jobs and more growth for your business.
With Fergus’ new Enquiry Management feature, tradies can take control of their inquiries and ensure nothing is left behind. If you’re looking to streamline your business and stay on top of every opportunity, now’s the time to give it a go.
Sign up now for a free trial to test it out for your business.