Manual entry
Create a job request by entering the customer, site, service type, preferred date and notes yourself.
ENQUIRY MANAGEMENT
Turn incoming enquiries into ready-to-quote jobs.
Capture customer requests from manual entry, pasted messages, service templates and forwarded emails on Pro and Team. Review the details, then create a job with the customer, site and service context attached.
DRAFT PREVIEW
New enquiry draft
- Source
- Pasted email
- Customer
- John Smith
- Service
- Air conditioning installation
- Address
- 14 King Street, Manchester
- Preferred date
- Friday
- Status
- Needs review
WORKFLOW SUMMARY
Supported enquiry inputs
Manual entry for customer and job details
Pasted email or message text
Template enquiries for common service requests
Forwarded email capture on Pro and Team
AI-assisted enquiry drafts
User review before job creation
ENQUIRY CAPTURE
Four ways to capture an enquiry
Start each enquiry from the source that matches the customer request, then review the draft before it becomes a job.
Paste email or message
Paste a customer email, SMS or message and let Joqiva prepare a draft for review.
Template enquiry
Start from a prefilled service template such as AC installation, emergency repair, annual maintenance or cleaning.
Forwarded email
Forward customer emails into Joqiva on Pro and Team, then review the extracted enquiry draft before creating a job.
HOW IT HELPS
Capture the request, review the details and create the job
Joqiva keeps the first step of the workflow focused: capture request details, confirm the context and move into quote, invoice and payment tracking work.
Capture the customer request
Collect a customer request from manual entry, pasted message, service template or forwarded email on Pro and Team.
AI prepares draft details
AI helps prepare draft enquiry details from pasted messages and forwarded emails. The user reviews the output before creating a job.
Continue into the workflow
Create the job when details are ready, then move on to quote, invoice, bank-transfer payment tracking and reminders.
UK SERVICE WORK
Built for UK service businesses
Air conditioning installation, emergency repair, annual maintenance, end of tenancy cleaning and electrical call-out.
Air conditioning installation
Emergency repair
Annual maintenance
End of tenancy cleaning
Electrical call-out
PLANS
Plan availability
Enquiry capture is available across Starter, Pro and Team, with forwarded email and higher AI limits reserved for higher plans.
Starter
Manual entry, pasted messages, template enquiries and limited manual AI extraction.
Pro
Everything in Starter, plus forwarded email capture, AI extraction from forwarded emails, unified inbox and higher AI limits.
Team
Everything in Pro, plus team access, roles, staff assignment and shared usage limits.
WORKFLOW FIT
Where enquiry management fits
Enquiry management is the first step in the Joqiva workflow: customer request, reviewed enquiry, job, quote, invoice and bank-transfer payment tracking.
- 1Receive a customer request
- 2Enter it manually, paste the message, choose a service template or forward an email on Pro and Team
- 3Review AI-extracted or prefilled details where a draft is used
- 4Confirm the customer, site, service type, timing and notes
- 5Create the job when the details are ready
- 6Move on to quote, invoice, bank-transfer payment tracking and reminders
Workflow diagram. Final interface may change during pre-release.
SAFETY BOUNDARIES
Review stays with the user
These boundaries keep AI assistance, templates and forwarded email capture tied to user review.
AI-assisted output is draft assistance only.
Forwarded emails create enquiry drafts, not final jobs.
Users review and confirm details before creating a job.
Joqiva keeps enquiry context attached to the job for quotes, invoices and follow-up.
Related feature pages
Explore related feature pages or open the public demo to see the workflow in context.