The mobile app lets you fully manage communication with clients right from your smartphone. In this article, you’ll learn how to quickly create and edit inquiries.
How to Create an Inquiry in the Mobile App
To create an inquiry, your role must have the “Can create inquiries” permission enabled.
1. Go to the ‘Inquiries’ section on the app’s home screen.
2. Tap the “+” icon in the corner of the screen.
3. Select Inquiry Type.
4. Select Location and Manager.
By default, the user creating the inquiry is assigned as the responsible manager, and the first location in the list is selected.
5. Enter the client’s details:
If the client is in the database, select them from the list.
If you need to enter data without saving it, enable the Enter name and phone number manually feature and fill in the details. In this case, the contact will not be saved to your company’s general contact database.
6. Fill in the remaining fields of the Inquiries:
Advertising campaign—the source through which the client contacted you.
Asset;
Deadline — the final completion date.
Urgent — check this box for priority inquiries.
Additional fields (depending on the selected request type).
7. Save the new inquiry.
Done! The new inquiry will appear in the general list.
How to Edit an Inquiry in the Mobile App
To edit an inquiry, your role must have the “Can edit inquiries” permission enabled.
1. Find and open the desired inquiry from the list.
2. Make the necessary changes to the fields.
To quickly remove an asset or client from an inquiry, swipe left on the desired block and tap the X.
To change the status of an inquiry, tap its status and select a new one.
Please note that the feature to create work orders or sales from an inquiry is currently unavailable in the mobile app.
3. Tap the “Save” button to save your changes.
Inquiry Event Feed in the Mobile App
How to view the inquiry activity feed:
Open the desired inquiry in the mobile app.
In the top bar, tap Event Feed.
The activity feed displays the history of interactions with Inquiries.
To leave a comment, enter your message and select its type—Private or Public.
For other actions, tap “+” in the text input field. The following options are available in the menu:
Create a task —a new task will be automatically linked to the inquiry.
Attach or take a photo —select an image from your gallery or take a photo.
Attach a file —select a file from your device’s storage.
Please note: The size of a single image must not exceed 5 MB.
How to delete an inquiry in the mobile app
Deleting bookings is available only to users with the “Can delete inquiries” permission.
Open the card for the inquiry you want to delete.
Tap the three dots in the upper-right corner.
Confirm the deletion in the pop-up window.