Capture the useful details
A short form records location, service need, timing, contact details and permission to discuss the job. Ask for a photo or access detail only where it changes the next step.
Homeowner enquiries your team can act on.
A homeowner taps your ad and tells you what they need. Your team sees the job, postcode and contact details together, so the first call can start with the work.
Know what moved the job forward.
Check fit with a real conversation
Use the enquiry to start the call. Confirm who can approve the work, check the timing and decide whether to quote or arrange a visit. Record the outcome against the enquiry.
Give follow-up an owner
Agree who replies, who covers absences and where to record the result. Log any visit or quotation against the enquiry so the team can pick up the conversation without asking the same questions twice.
Report the stages separately
Compare spend, raw enquiries, qualified enquiries, quotes and won jobs. Keep duplicates out of the totals and carry unresolved enquiries forward rather than marking them as lost.
Questions worth asking.
How do you check an enquiry?
Start with a distinct homeowner, valid contact details, and the agreed work and area. Your team then speaks to the homeowner to confirm the job is worth quoting. We record those stages separately.
Who gets the enquiries?
They go to the agreed business contact and system. The handover and access are agreed before launch; your team decides which enquiries to quote.
How do you track lead quality?
We keep source and outcome information against each enquiry where available, then review contact, fit, quote and job outcomes separately. No stage is inferred just because someone clicked or filled a form.
Who follows up?
Your named lead handler owns the response and quote decision. We agree a backup and the stages they record so reporting reflects what happened.