🔄 Convert an Enquiry to a Quote or a Job

Managing enquiries efficiently is key to converting leads into actual revenue. Ascora simplifies this process by allowing you to instantly convert an enquiry into a quote or job with just a few clicks. This feature ensures that all customer information, job details, and any attachments are seamlessly transferred, eliminating manual data entry and reducing errors.

This guide will walk you through the process of converting an enquiry into a quote or job, explaining the key features, best practices, and how to make the most of Ascora’s automation to speed up your workflow.

When you convert an enquiry, the system automatically carries over key information from the enquiry card to the new quote or job, including:

• Customer details (name, contact information, and address)

• Lead source and rating (helpful for tracking marketing performance)

• Work required and additional notes (ensuring no important details are lost)

• Attachments, documents, and reference files

• Tasks and follow-ups assigned to the enquiry

Once converted, you can then modify, send, or schedule the quote or job, depending on the next step in your workflow.

Best Practices for Converting Enquiries

💡 Use Job Templates – Standardizing job details speeds up the process and ensures consistency.

💡 Set Lead Sources & Ratings – This helps with reporting and understanding where your best enquiries are coming from.

💡 Attach Documents & Notes – Keep important details stored directly in the job or quote.

💡 Follow Up Promptly – Once converted, schedule follow-ups to ensure no opportunities are lost.

By following this guide, you can efficiently manage enquiries and convert leads into revenue faster using Ascora’s intuitive system. With automation and seamless data transfer, your team can focus on providing great service rather than manual data entry.

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Step-by-Step Guide: How to Convert an Enquiry

1. Open the Enquiry You Want to Convert

• Navigate to the Enquiries List in the top menu.

• Click on the specific enquiry you wish to convert.

2. Click “Convert Enquiry to Quote or Job”

• This will open the conversion screen where you can choose how to proceed.

3. Choose a Customer

• If the customer already exists in Ascora, select them from the dropdown list.

• If the customer is new, click "Create New Customer" to add them to your system.

4. Select a Job Template (Optional but Recommended)

• Using a Job Template helps standardize workflows, ensuring the quote or job has predefined tasks, services, and costs.

5. Click “Create”

• Your enquiry is now transformed into either a Quote (for pricing and approvals) or a Job (for immediate scheduling).

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