Website Enquiries come into AroFlo via Work Order Imports

AroFlo can create jobs from website enquiries.

Some clients have a Book a Quote or Request Info button on their website. Using the work order import area of AroFlo you can bring these requests into AroFlo as Tasks.

To setup:

  • We use the email sent to you from these enquiries to create the job inside AroFlo.
  • You will need to create a “dummy” client for these enquiries to map to, eg. Website Enquiry.
  • For normal work order imports we can create a Task under the relevant client and even create a
    Location. However, we do not know if this request is coming from a client, a potential client or is spam. So we need to attach them to a “dummy” client.
    Follow the instructions for setting up work order imports, watch a webinar: WO Import or contact the Customer Service team for help (we include 4 setups of work order imports are part of your setup).

Workflow once setup:

  • The task will be created inside AroFlo under the “dummy” client
  • You will receive an email that the job was created
  • Once you verify the lead is legitimate you can change the Task Client or Create a new Client (from inside the Task).
  • Simply click on the Client (top half of the Task Card) and either type in a name or use the magnifying glass to search or Add New Client.
  • Save.
  • If the jobs needs to be quoted click the Create Quote button inside the Task (bright blue button).

Hints:
You can set up Email Templates to contact the client.
Our sales team use this feature inside our AroFlo.
We created a separate Business Unit for the sales team.
We created a Task Type called Sales Enquiries for website enquiries.
This Task Type has all the relevant pricing schedules, case studies, promotional brochures attached to our Documents & Photos tab.
All emails are sent inside the job.

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