Making a New Enquiry for a New Client

Absolutely. "Enquiry" is the standard Australian spelling, so that makes much more sense for JGID. Here's the updated version throughout.

How to Create a New Enquiry

An Enquiry is the starting point for new work in JGID.

Whether you've received a phone call, an email, a website enquiry or a referral, creating an enquiry allows you to record the opportunity and begin your workflow.

Every enquiry can be linked to a:

Client
Contact
Job Location

From there, you can continue through your normal workflow by creating an opportunity, quote, job and invoice.

Step 1 – Create a New Enquiry

Click New Enquiry in the top-left corner of JGID, next to the company logo.

You'll be prompted to select or create:

A Client
A Contact
A Location

Step 2 – Search Before Creating

Before creating a new record, always perform a search.

This helps prevent duplicate:

Clients
Contacts
Locations

Simply begin typing the name you're looking for.

If an existing record is found, select it.

If you can't find what you're looking for, you can then create a new record.

Best Practice: Always search first before creating a new Client, Contact or Location.

Step 3 – Create a New Client

If the client doesn't already exist, select New Client.

The only mandatory field is:

Client Name

For example:

ABC Construction

Additional information can always be added later.

Step 4 – Add a Contact

If required, create a contact for the client.

Fields highlighted in yellow are the recommended fields to complete.

Typically these include information such as:

First Name
Surname
Phone Number
Email Address

A contact's physical address is generally optional unless it's specifically required for your business.

Step 5 – Add the Job Location

The Location is where the work will actually be carried out.

Unlike the contact address, the Location address is very important.

When creating a location:

Enter a clear location name.
Enter the complete site address.

For example:

SP Example 12345

The address entered here is used throughout JGID, including mapping and navigation for your field staff.

Technicians can use the location address to navigate directly to the job site.

Important: Always enter an accurate address for job locations to ensure technicians can easily find the site.

Step 6 – Record the Lead Source

Where possible, select the Lead Source.

Tracking lead sources helps you understand where your enquiries are coming from.

Examples include:

Website
Phone Call
Referral
Existing Client
Email
Social Media
Advertisement

Over time, this information can help measure the effectiveness of your marketing activities.

Step 7 – Set the Priority

Choose the appropriate priority for the enquiry.

Common options include:

Normal
Urgent

This helps your team identify enquiries that require immediate attention.

Step 8 – Save the Enquiry

Once you've completed the required information, click Save.

Your enquiry has now been created and is ready to progress through your normal workflow.

Best Practice

To keep your CRM clean and organised:

Always search before creating new records.
Only create new Clients, Contacts and Locations when they don't already exist.
Complete the highlighted (yellow) fields first.
Always enter an accurate job site address.
Record the Lead Source whenever possible.
Set the appropriate priority.

Following these practices helps avoid duplicate records and improves reporting over time.

Frequently Asked Questions

Why should I search first?

Searching before creating new records helps prevent duplicate Clients, Contacts and Locations within your database.

Which fields are required?

The highlighted yellow fields indicate the recommended or required information.

For a new Client, the only mandatory field is typically the Client Name.

Why is the Location address important?

The location address is used for mapping and navigation.

Technicians can use this address to locate the job site when attending work.

Is the Contact's address required?

Usually not.

In most cases, only the contact's communication details are needed.

The physical address is generally only required if your business has a specific need for it.

Why should I record the Lead Source?

Lead Sources help you understand where new business is coming from, allowing you to measure marketing effectiveness and customer acquisition over time.

Summary

To create a new enquiry:

Click New Enquiry.
Search for an existing Client, Contact and Location.
Create new records only if they don't already exist.
Complete the highlighted fields.
Enter an accurate job location address.
Record the Lead Source.
Select the enquiry priority.
Click Save.

Your enquiry is now ready to move through your JGID workflow.