Create an enquiry by hand

Goal

Record a request that did not arrive by email, such as a phone call or a message, as an enquiry in 4fleet with the client, route, date and passenger count filled in.

Prerequisites

• You can see the New enquiry button on the Enquiries page. Owner, Admin, Manager and Dispatcher roles have it.
• You know the client's name and email address, the pickup and dropoff, the date and time, and how many passengers.

Steps

1. Open Enquiries in the sidebar.
2. Select New enquiry. The Create new enquiry window opens.
3. Optional: under Quick templates, select one of Airport, Transfer, Tour, Corporate, Wedding or Hourly. A template fills the passenger count, the source and some starting notes. It never fills a price.
4. Search under Find an existing client to reuse a client you already have. To add a new one, type the Client name and Client email.
5. Enter the Pickup location and the Dropoff location. Choose each address from the suggestions that appear as you type.
6. Under Date and time, choose the day from the calendar, then set the time. The date must be today or later.
7. Enter the number of Passengers (1 to 50) and choose the Source: Email, Website, Phone, Partner or Referral.
8. Optional: choose a Service type and add Special requests. Open More details if you also want to add the Client phone, Vehicle class, Flight number or an estimated value.
9. Select Create enquiry.

Expected result

The window closes, a message says Enquiry created, and the enquiry appears in Enquiries with the status New. You can open it to generate a quote.

Troubleshooting

• If Create enquiry does not save, read the red messages under the fields. A name needs at least 2 characters, the email must be valid, pickup and dropoff are required, and the date must not be in the past.
• If you cannot see New enquiry, your role does not include permission to create enquiries. Ask an Owner or Admin to check your role.
• If a template says Not in your catalog yet, your catalog has no active service of that type. Choose a service yourself, leave it unchosen, or use Add this service to your catalog.
• If Possible Duplicate Detected appears, open the match from the warning to check it. If it is a different request, select Dismiss and continue.
• If the Service type stays on None after you pick a template, several of your services match the template. Choose the right one in the list.