Managing Enquiries

Use an enquiry to record a request before deciding whether it needs a quote or further work. Enquiries can arrive through an online form or be entered by staff.

Add an enquiry

For a manual entry, open Enquiries > Active Enquiries and click the plus button above the table. Select an existing client or enter the details for a new client. Complete the contact details, project location and requirements, then click Add Enquiry. Check the existing-client selection carefully: a manual enquiry entered as a new client also creates a client record.

If offered, Send Email Notification sends the supplied details to the client's valid email address. Confirm the address and requirements before selecting it.

For public submissions, your account's built-in form is at your PlanMan address followed by /enquiry. To place the form on another website, open Setup > Forms and use the script and form-container instructions shown there.

Allocate and update it

Open an enquiry from the list to review its details. Choose an Owner and record the current Status. The available statuses are Received, Allocated, Contacted, Closed - quote to be issued and Closed - no action. Click Update Enquiry to save changes. Updating and deleting enquiries depend on your permission group.

Keep the client's correspondence address separate from the project location. You can attach supporting files, subject to the allowed file types and your account's available storage. If an enquiry has no linked client, the Create new client control can create one from its details.

Changing the status to Closed - quote to be issued and saving takes you to the add-quote page. Complete that form to create the quote; changing the enquiry status alone does not create it. See Active Clients and Active Quotes.

For allowed domains, installation and testing, see Add an enquiry form to your website.