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Very little work is lost to a cheaper quote. It is lost in the ten days nobody rang back, while you were up a ladder and the message was on a pad by the phone. By the time you get to it, somebody else has been out to see them.
Installa keeps every enquiry in one list with a name and a next step against it, shows you each morning who is waiting and who has gone quiet, and turns the ones you win straight into a job.
The enquiries to call back, and the ones going quiet, listed each morning.
Open enquiries in columns by stage, with whose name is against each one.
A warning as you type when the email, the phone or the address is already there.
The address, the contacts and what was said carry straight over. Nothing is retyped.
The home screen is a work list, not a wall of numbers. It shows the enquiries to call back, the ones going quiet because they have been left longer than their stage allows, the quotes sent that have had no answer, your tasks due today and today’s installs and appointments.
Call-backs have a date and a person’s name on them. You can snooze one, set it to repeat, or build it from a template you use for every enquiry, and it comes back at you when it is due.
The sales board puts open enquiries in columns by stage. Drag one across when it moves on. The stages are yours to name, each with a win probability against it, so the board also tells you what the open work is worth, both as a total and as a likely figure. Narrow it to one person, one source or a range of dates.
The same enquiries also come as a plain list, filtered by stage and by whose name is against them. Add a quick note without opening the record, and every call, note and change stays on the enquiry as its history, so whoever picks up the phone next can see what was said last time.
A customer can have several named contacts, which saves the confusion of a husband, a wife and a landlord all ringing about the same roof.
The same household enquires through the website on Monday and rings you on Thursday. Two records, two people, two different prices, and a customer who thinks you are not talking to each other.
As you type a new enquiry, Installa checks what you already have on the email address, the phone and mobile numbers, and on similar names and addresses, and warns you before you save. You can also bring a batch in from a spreadsheet, matching your columns to the fields as you import, so a marketing list does not have to be typed in by hand.
The enquiry list: stage, how long since anyone spoke to them, and whose name is against it.
Closing an enquiry asks you why: price, timing, went elsewhere, whatever reasons you use. It takes a second, and after a few months it is the most useful thing you have. The lead sources report sets those reasons against where the enquiry came from, so you can see which sources bring work worth having and which bring people who were never going to buy.
Closed enquiries keep their own list, so nothing disappears just because it was a no.
When they say yes, turn the enquiry into a customer, or into a customer and a job in the same step. The address, the contacts, what they asked for and everything said along the way carry straight over.
Nothing is retyped, so nothing is lost in the retyping. The job that the crew eventually works from still knows what was promised on the first phone call.
Better you know before you start than after.
The enquiry is the start of the job. Here is the rest of it.
The eight stages of an enquiry, the mistake firms make at each, and the routines that keep enquiries moving.
Read the guidePut in one real enquiry, draw the roof, check the design and send yourself the quote. You will know within the hour whether Installa would have caught the things that went wrong last month.
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