02 · 5 articles
Enquiries and contacts
The pipeline, the people in it and the fields you track them with.
- Updated 6 Sept 2026
Enquiries
The pipeline board for everyone who has asked about your work, from first contact to quote.
- Updated 6 Sept 2026
Enquiry details
The page behind a card: contacts, dates, custom fields, quotes, activity and the client portal link.
- Updated 31 Aug 2026
Contacts
Your address book: who each person is, the jobs they are on, and everything said to them.
- Updated 31 Aug 2026
Merging contacts
Fold a duplicate contact into the real one without losing a note, a job or an email.
- Updated 11 Sept 2026
Custom fields
Add your own fields to contacts, enquiries and bookings, and choose where they show.