Follow up an enquiry
Record who contacted you, what work they need and the next action. A planned follow-up date helps prevent promising enquiries from disappearing among calls and messages.
Company
From enquiry to an organised project file
Three familiar workflows for your construction business.
Move from quote to project
Keep the quote, agreed work and relevant project information together. Record changes clearly and check who owns the next action.
Prepare the accountant hand-off
Gather invoices and supporting documents in an agreed format. Check for missing information before handing them over. Your accountant remains responsible for accounting treatment and professional review.