Joqiva
ENQUIRY MANAGEMENT

Turn incoming enquiries into ready-to-quote jobs.

Capture customer requests from Receptionist calls, 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.

See the service workflow demoCompare Joqiva workflow plansExplore all Joqiva features

ENQUIRY PREVIEW

New enquiry

Needs review
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

Receptionist calls with an active subscription or trial
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 enquiries
User review before job creation

FROM CALL TO ENQUIRY

A call becomes an enquiry. Your team takes it forward.

Listen to an example call. Receptionist captures the request; your team reviews the enquiry, confirms the details and creates the job. From there, continue into quotes, invoices and payment tracking.

A new customer calls while you are busy

An air-conditioning repair enquiry, captured by Receptionist.

Conversation

Turn 1 / 15

  1. Receptionist

    Hello, you've reached Bristol Air Conditioning. I'm the automated receptionist. How can I help you today?

  2. Caller

    Hi, my air conditioner has started leaking. There's water coming from the indoor unit.

  3. Receptionist

    I can take the details for the team. Has this just started, or has it been happening for a while?

  4. Caller

    I noticed it yesterday evening. It happens when the unit is running.

  5. Receptionist

    Thank you. Could I take your name and the address where the unit is installed?

  6. Caller

    It's Sarah Wilson, at eighteen Willow Close in Bristol. The postcode is B S seven, eight Q L.

  7. Receptionist

    Thank you, Sarah. Is this the wall-mounted unit inside the house?

  8. Caller

    Yes, it's in the living room. There's parking outside if someone comes over.

  9. Receptionist

    I've noted that. When would you prefer someone to visit?

  10. Caller

    Friday morning would be best. Can you book that for me?

  11. Receptionist

    I can pass on your preferred time, but the team needs to confirm availability. Is a callback on the number you're calling from suitable?

  12. Caller

    Yes, that's fine. Will they let me know the repair price as well?

  13. Receptionist

    The team will review the issue and discuss pricing with you. I've recorded the leaking indoor unit and your request for Friday morning.

  14. Caller

    Perfect, thank you. I'll wait for their call.

  15. Receptionist

    You're welcome, Sarah. Your enquiry is ready for the team to review. Goodbye.

Press Play on a turn to start the conversation.

Prerecorded demo voices, not Maren. No real call is made.

No price or appointment promised. Your team reviews the captured details.

ENQUIRY CAPTURE

Five ways to capture an enquiry

Start each enquiry from the source that matches the customer request, then review it before it becomes a job.

Manual entry

Create a job request by entering the customer, site, service type, preferred date and notes yourself.

Paste email or message

Paste a customer email, SMS or message and let Joqiva prepare the enquiry 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 before creating a job.

Receptionist call

With an active Receptionist subscription or trial, capture a caller's request as an enquiry for your team to review. Receptionist is paid separately from the base plans.

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 a Receptionist call, manual entry, pasted message, service template or forwarded email on Pro and Team.

AI prepares the details

AI helps prepare enquiry details from Receptionist calls, 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

CHOOSE YOUR WORKFLOW LEVEL

Turn more enquiries into organised work.

Start with the essentials. Add email automation. Bring your team together.

Starter

Keep every enquiry organised.

  • Manual entry, pasted messages and service templates
  • AI-assisted extraction from pasted messages, within Starter limits
  • Review the details, then create a job

Pro

Less copying. Less repetitive admin.

Everything in Starter, plus

  • Forwarded email capture
  • AI extraction from forwarded emails
  • A unified inbox and higher AI limits

Team

Keep everyone working from the same information.

Everything in Pro, plus

  • Shared access to enquiries
  • Roles and staff assignment
  • Shared usage limits

Receptionist is paid separately. Use it alongside Starter, Pro or Team with an active Receptionist subscription or trial; jobs, quotes and invoices require the appropriate Joqiva plan.

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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.

  1. 1Receive a customer request
  2. 2Capture a Receptionist call, enter it manually, paste the message, choose a service template or forward an email on Pro and Team
  3. 3Review AI-extracted or prefilled details before creating a job
  4. 4Confirm the customer, site, service type, timing and notes
  5. 5Create the job when the details are ready
  6. 6Move on to quote, invoice, bank-transfer payment tracking and reminders

Example process using sample data.

SAFETY BOUNDARIES

Review stays with the user

These boundaries keep Receptionist calls, AI assistance, templates and forwarded email capture tied to user review.

AI-assisted output must be reviewed before use.
Forwarded emails create enquiries, not final jobs.
Receptionist captures the enquiry; your team reviews it before creating a job.
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.

See the related feature workflow demoExplore all Joqiva features

Receptionist

Capture inbound calls, enquiries and messages, recognise existing customer context and transfer configured urgent calls with an active Receptionist subscription or trial.

Explore Receptionist

Job management

Keep customer details, job notes, quotes, invoices and payment status connected.

Explore job management workflows

Quotes

Create clear quotes from jobs, share customer quote pages and track acceptances.

Explore quote software

UK invoices

Create UK invoices with due dates, bank details, PDFs and payment status.

Explore UK invoice software

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