Course · 8 lessons · 49 min
From enquiry to sent quote
Take a client's request from the first email to a priced quote they can accept online, then follow it until you have an answer.
Most enquiries reach 4fleet as an email that it reads for you. The work that is left is checking what it read, pricing the request from your rates and getting a quote to the client before a competitor does. This course follows one request through those steps.
The eight lessons cover where enquiries come from, how to check an enquiry the AI filled in, requests with returns and several jobs, Generate Quote and its breakdown, sending a quote the client accepts online, offers with several vehicle options, automatic follow-ups, and what to do when the answer is no or never comes. Each lesson links to the Help articles with the exact clicks.
- Where enquiries come from5 min
The four ways a request becomes an enquiry in 4fleet, and how the Enquiries queues tell you which one to answer first.
- Check what the AI read from an email7 min
What the email parser fills in, what it flags for you, and the checks to make before you price an enquiry that came from an email.
- Returns, multi-stop and several jobs in one request7 min
When a return is its own job and when it is a stop, why a time to be confirmed beats a guessed time, and how to price several jobs together.
- Generate Quote and read the breakdown6 min
Where a 4fleet price comes from, how to read the Quote Breakdown, and why you fix the inputs instead of typing a different total.
- Send a quote the client can accept online6 min
What the client receives, which Send Quote button sends, how long the price holds, and how to change a quote that is already out.
- Offer several vehicle options in one quote7 min
Build fixed options with a vehicle class for every job, check their prices, send one offer the client chooses from, and change it with a new version.
- Follow-up sequences that stop when the client replies5 min
Automatic follow-up emails versus follow-up reminders for your team, when the sequence stops by itself, and when to step in.
- When the answer is no, or nothing at all6 min
Record why an enquiry was lost, decline politely when you are full, bring back a lapsed quote, and keep your conversion numbers honest.
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Learn on your own work
Start a trial and follow the course with your own enquiries and rates.
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