Packers and Movers Enquiry Records
Every shifting enquiry reaches a mover by phone, WhatsApp or a website form. The enquiry record holds the two addresses, the move date and who asked, so no caller is lost.
What goes on an enquiry
Who works the enquiry list
The booking desk owns this list. A caller is answered, both addresses are read back, and a survey slot is offered while the call is still on. Enquiries that go quiet carry a follow-up date, so the desk rings again rather than waiting to be rung. The owner reads the same list by source.
From enquiry to survey
What the enquiry record leaves out
- No rate is quoted until the survey list or the customer photos are in
- Crew and lorry plans belong to the booking, not to the enquiry
- Listing portals are not read automatically unless that link is quoted separately
- Which sources you count is your own list, fixed when the desk starts
Frequently asked questions
Can an enquiry arrive from the website form?
Yes. Form fields land on the enquiry list, so the desk reads both addresses and the move date without typing them again.
What happens to an enquiry nobody answered?
It carries a follow-up date and shows as due. If the family has already shifted with someone else, the desk closes it with that reason.
Do repeat customers start a fresh enquiry?
Yes, and the earlier move stays linked. The desk can read what was shifted last time and which supervisor went along.
Can two desk staff work one list?
Yes. Each enquiry shows who spoke to the caller last and when, so one family is not rung twice in a morning.
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