Enquiries

A supplier emails an invoice, a customer replies to a quote with a photo, and someone who found you online fills in the form. All of it — what people send in to your company — Tredco gathers in one list: Enquiries. Each enquiry sits exactly as it arrived, with its text and every attachment. Nothing happens to it on its own; you are only told that it came (see Notifications). You open one, then write to the assistant what you want done — exactly the way you would after photographing a receipt in the field.

Open the list

When something new has come in, the new enquiries card sits in the deck on the start page of a new chat — with how many are new and how long the oldest has waited. Tap it and the list opens beside the conversation. The list is also always first in Views, under Sales — or ask the assistant for it.

Each row shows where the enquiry came from, with a badge:

Email — forwarded to the company address.

Customer link — filled in through the link you shared.

Website form — sent from the form on your website.

The row also says how many attachments came along, and where the team stands with it: New or In progress, with who started it. The list shows the new and the in-progress ones. The Finished ones you find with the Status filter above the list, as on quotes.

Open an enquiry

Tap a row and it opens with everything that came in: the text as it was written, who it is from (from the form: Name, Email, Mobile and Customer's address), and every attachment that came along. The customer's address is where they live or are based — not necessarily where the job is. You can page through images and PDFs on the spot; everything else you get with Download original. If an email arrived, the original is there too, unchanged.

Attachments are kept exactly as they came. If a file was too large or empty, the enquiry says so plainly — Too large, Empty or Not kept — so you know it did not vanish quietly, it just has to be sent another way.

At the top is a line telling you what the assistant can reach: “When you write about this one, the assistant can read the text” — and how many of the attachments it can read along with it. That line is what makes the rest easy.

Write what you want done

Not sure where to start? Tap Handle enquiry — on the row in the list or at the top of the enquiry. It opens, and the chat gets a short start you can write on from: “Help me handle this enquiry:”. Nothing is sent until you send it yourself, and anything you already typed stays. If the enquiry was new, it becomes In progress with your name at the same time, so the rest of the team sees someone has taken it — and it leaves the card on the start page.

The status sits right under the title in the enquiry, and you change it there, as on a quote: New, In progress or Finished. Working on an enquiry outside the chat, say on the phone? Pick In progress. If nothing came of it, New puts it back on the card. The status is information only: anyone can still open and handle it. Opening or reading an enquiry changes nothing.

With an enquiry open, you simply write in the chat what should happen. The assistant reads the text and the attachments it can reach, and carries them along as ordinary attachments to whatever you ask for:

• “Book this invoice” — the voucher lands in the books.
• “Make a quote for this” — the photos and the description come along into the quote.
• “Add this as a new customer” — the name and contact are filled in for you.

You do not have to download anything and upload it again. The enquiry is the starting point, and the assistant works on from there.

Done with one? Pick Finished. It leaves the list, but everything is kept, and the Status filter finds it. Need it again? Pick In progress, and it is back with whoever started it first. A finished enquiry has no Handle enquiry button; its status reopens it.

If something came in that doesn't belong, say an advert, delete it with Delete enquiry under the ⋯ at the top of the enquiry. You press twice, so nothing goes by accident. It isn't gone for good: it waits under Deleted at the foot of the list, where you can open and read it but not change it. Restore brings it back with the status it had.

Receive enquiries

There are three ways in, and all of them end up in the same list. You control them under Receive enquiries.

• Customer link. A page of its own with a form, which you send to customers by text message or email. Tap Turn on the customer link to start using it, and New link if you want to swap it out — the old one then stops working. Under Send the link by text message you choose the country, enter the customer's mobile number and see the message exactly as the customer gets it before you tap Send the link.
• The form asks the customer for their email and mobile number, their address (street, postcode and town) and what it is about; name and attachments are optional. While the customer types the street, the form can suggest addresses from Google — they can always type the address themselves.
• Forward email. Your company's own address in Tredco. Forward an invoice or a receipt there and the text and every attachment come along. You set the address up under Company inbox (see below).
• Form on your website. The same customer link, placed straight onto your website. Copy Code for your website and paste it in. The form shows as a page of its own in a frame, so it looks the same whatever website you have. Turn the customer link on first — that is what the form is built on.

Set up the company address

The email way needs an address. You find it under Company in settings, as the Company inbox row.

Your company chooses its own address. Tredco suggests one, but you can write your own — for example invoices or your company name.

The address uses lowercase letters, digits and single hyphens. If you need to change it later, add the new address first and deactivate the old one — that gives you a clean hand-over, and anyone who saved the old address gets a notice that it no longer works.

Who is allowed to send

By default anyone who has the address can send to it. What arrives is only kept in Enquiries — nothing happens to it on its own. Spam filtering and sender checks still apply, but they do not catch everything.

To narrow it, turn off Take email from anyone under Allowed senders. Then only the team and senders your company knows get in. Everyone on the team is always allowed. Under Added by the company you add the others — the accountant who sends vouchers, suppliers that invoice, or a private address you send from yourself. Tap Add sender and enter the address. A choice you made holds until you change it.

You can also allow a whole domain (company.no), but then everyone who sends from there gets in — so public mail providers such as gmail.com cannot be allowed as a domain; add the exact address instead.

A notice when something comes in

When an enquiry comes in, everyone on the team is told: as a notification on your phone if you turned notifications on in the app, otherwise by email. Tapping the notification or the link opens the enquiry. The email only says that something arrived — not what the customer wrote. If you forward something yourself, you are not told about your own email.

To get it another way, go to Notifications in settings and choose New enquiries: Push, Email or Off.

Who can change what

Everyone on the team can see Enquiries, open what came in, change its status, delete and restore it, and write to the assistant about it. But adding and removing addresses and senders, and turning the customer link on and off, is only for the owner and administrators. Anyone allowed to send email for the company can send the link by text message. If you see no buttons to change anything, that's why — you can still use the enquiries in full.

A supplier invoice you forward here becomes an enquiry you open and ask the assistant to book. See invoices and accounting for what happens next with the voucher.