Every enquiry lands in your job system
Enquiries come in five ways and get typed into the job system by hand, when someone gets to it. This flow puts every one of them into ServiceM8, Fergus or Simpro as a job or lead, with the details already filled in.
- What you count
- Time to first reply
- Where it fits
- Enquiry to Quote · Flow Sprint$3,000 + GST, fixed
- Works with
- ServiceM8FergusSimproGmail or OutlookFacebook
- Where AI is used
- Reading free-text messages and pulling out the customer details, job type and urgency. People write enquiries every way imaginable, so this is where AI earns its place.
How it works
- An enquiry arrives from the website form, the shared inbox, a text or Facebook Messenger.
- AI reads the message and pulls out the name, address, job type and how urgent it sounds.
- A job or lead is created in your job system, checked against existing customers so it isn’t doubled up.
- The customer gets a short acknowledgement in your wording, and the office sees the new job straight away.
Best for: Trades firms that get enquiries from more than one place.