Business guide
From website enquiry to booked job: a practical process for tradies
Use a clear enquiry form, follow-up owner and confirmation checklist to turn a work request into a properly scoped and scheduled job.
Read the guide →Business guides & product help
Enquiries & quotes
A good handover starts before the job is booked. Collect the right information, make the scope clear and keep the customer’s response connected to the work.
- Capture the request and assign the next action.
- Prepare and review the scope and price.
- Follow the response into confirmed work.
Understand the process
Practical guides
Business guide
Quoting work and materials: make the scope clear before the job starts
Build clearer trade quotes with scope, labour, materials, assumptions and a repeatable review before sending to the customer.
Read the guide →Follow the product steps
In Axiom Blue
These instructions open on our documentation site.
- Creating a QuoteQuoting & Jobs
- Sending & Managing QuotesQuoting & Jobs
- Quote TemplatesQuoting & Jobs
- Sales Dashboard OverviewSales & CRM
- Managing LeadsSales & CRM
- Sales PipelineSales & CRM
- Converting Leads to CustomersSales & CRM
- Email TemplatesSales & CRM
- Lead Capture FormsSales & CRM
- CRM ReportsSales & CRM