Enquiry Management Software
Turn Customer Enquiries Into Booked Jobs.
Keep customer enquiries organised from the moment they come in. Automio gives your office one place to record new enquiries, manage follow-ups and turn opportunities into estimates and jobs without unnecessary admin.
- Keep follow-ups on track.
- Give your team a clear view of every enquiry.
- No Setup. No Commitment.
Keep Every Customer Enquiry Organised
New enquiries can quickly get buried when they are spread across emails, spreadsheets, notebooks and messages. Automio gives trade businesses a straightforward way to keep enquiries organised, follow up at the right time and move new opportunities through to estimates and booked work.
Keep Enquiries in One Place
Record new customer enquiries in Automio and give your office a clear view of what needs attention. No more relying on scattered notes or trying to remember which enquiries still need a response.
- Centralised enquiry management
- Clear enquiry statuses
- Visibility across your team
Stay on Top of Follow-Ups
Keep track of enquiries that need a response or follow-up. Make sure potential customers do not get forgotten while your team is busy managing existing work.
- Follow-up reminders
- Clear enquiry status
- Customer communication history
Turn Enquiries Into Jobs
When an enquiry becomes genuine work, move it into the rest of your workflow without starting again from scratch. Create an estimate, schedule the work and manage the job from the same system.
- Enquiry to estimate
- Enquiry to booked job
- Less duplicate data entry
A Better Way to Manage New Business
For many trade businesses, the first contact with a customer happens while the team is already busy. An enquiry might come in by phone, email or through your website, and it is easy for follow-ups to get missed.
With Automio, your office can keep customer communication and enquiry information organised, then move genuine opportunities into estimates and job management when the work is ready to go ahead.
There is no complicated sales pipeline to maintain. Just a practical way to see what has come in, what needs attention and what has turned into work.
Everything Your Office Needs to Manage Enquiries
Automio connects your enquiries with the rest of your day-to-day job management, so your team can move from first contact to completed work without jumping between different systems.
Track New Opportunities
Keep new enquiries visible and easy to manage, whether they are requests for estimates, service work or something your team needs to look into.
Keep Customer Communication Together
Keep relevant customer communication with the enquiry and job, giving your office the information it needs when following up or arranging the next step.
Move From Enquiry to Estimate
When a customer wants a price, move the opportunity into an estimate and keep the details connected to the customer and future job.
Schedule the Work
Once work is agreed, use job scheduling to get the job onto the right person's schedule and keep your team organised.
Manage the Job in One System
Enquiries that become work can move into your wider job management software, keeping the customer, job details and ongoing work together.
Spend Less Time Chasing
Keep follow-ups visible and reduce the amount of time your office spends checking spreadsheets, inboxes and notes for outstanding enquiries.
From First Enquiry to Completed Job
The real benefit of enquiry management is not having another place to store leads. It is having a smoother process from the first customer contact through to the work being completed.
Start with the enquiry, create an estimate when needed, schedule the work using job scheduling, then manage the job through to completion and invoicing.
Because everything sits within Automio, your office has a much clearer picture of what is happening with each customer without having to piece the information together from different tools.
Benefits of Enquiry Management for Trade Businesses
Respond to Customers Faster
Keep new enquiries visible so your team can respond and follow up without searching through different systems.
Keep Your Office Organised
Give your team one place to manage enquiries, customer details, estimates and the jobs that come from them.
Reduce Unnecessary Admin
Spend less time copying information between spreadsheets, emails and separate systems and more time getting work booked.
Ready to Stop Losing Track of Enquiries?
Keep your customer enquiries organised, stay on top of follow-ups and turn more opportunities into real work with Automio.
From the first enquiry through to the estimate, scheduled job and invoice, your office can manage the whole process from one straightforward system.
