Enquiry Statuses

Statuses help you see which enquiries still need work. Garage Invoice comes with three:

• Processing: new or being worked on. New enquiries get the Default Status chosen on the form, normally this one.
• Completed: done. An enquiry becomes Completed when you convert it to a quote or job card.
• Cancelled: not going ahead.

Change the status of an enquiry

1. Click Comms in the sidebar and choose Enquiries. Click the customer’s name, or hover over the row and click View.
2. Click the status next to the customer’s name and choose the new status.
   

You can also change it from the list: click the arrow next to the status. See Enquiries Overview.

Add your own statuses

1. Click Settings at the bottom of the sidebar. In the panel on the left, open Customers and click Customer Contact Forms.
2. Click the cog button next to Create New Form and choose Submission Status.
   
3. The Submission Statuses window lists each status with how many enquiries use it and its Display Order. Click Add New Status.
   
4. Enter the Status Name, pick a Colour and set the Status Order (its position in lists). All three are required. Click Add Status.
   
5. Click Close.