Complete the required details before quoting

Goal

See exactly which details an enquiry still lacks and fill them in, so the enquiry is ready to be priced.

Prerequisites

• You can edit enquiries (Owner, Admin, Manager and Dispatcher roles can).
• The enquiry exists and has at least one job. A job is one pickup and dropoff on the enquiry, with its own date and time.

Steps

1. Open Enquiries and select the enquiry. The Missing info queue lists the ones that lack details.
2. Find the Required details card on the enquiry page. It shows how many details are complete, for example "2 of 4 required details complete", and lists what is missing, one line per problem.
3. Select Complete details. The button appears only while something is missing. It opens the Itinerary tab at the first job that is short.
4. Check the status line on each job. A job reads Details complete or, for example, "2 details missing".
5. On the job that is short, select Edit job.
6. Fill in what the list asked for. The editor has Pickup, Dropoff, Date, Time, Passengers, Bags, Flight and Service (this job).
7. Select Save.
8. Go back to the Required details card. The count goes up and the line you fixed disappears. Repeat for any other job until nothing is listed.

Expected result

The Required details card shows every required detail as complete, and the enquiry no longer sits in the Missing info queue. You can now generate a quote.

Troubleshooting

• If the card says A job has no service selected, so its required details are not known, open Edit job and choose the Service (this job). The required details depend on the service.
• If it says A job at an airport has no flight number, enter the number in Flight. Ask the client if you do not have it.
• If it says A job's pickup time is still to be confirmed, ask the client for the time and enter it in Time.
• If it says A job has no duration, the service is priced by the hour or by the day. Enter the length in Hours in Edit job.
• If it says Required details are checked per job, and this trip has not been saved as a job yet, open the Itinerary tab, select Edit job and save it.
• If you cannot find Edit job, your role may not allow editing enquiries. Ask an Owner or Admin.