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Open Arbour

02 · 7 articles

Enquiries and contacts

The pipeline, the people in it and the fields you track them with.

  • Updated 27 Oct 2026

    Enquiries

    The pipeline board for everyone who has asked about your work, from first contact to quote.

  • Updated 27 Oct 2026

    Board and list views

    Tabs, filters, sort and fields on the enquiries and bookings boards, the two layouts, and working on many jobs at once.

  • Updated 27 Oct 2026

    Workflows

    Run more than one service line side by side, each with its own boards, stages, fields and forms.

  • Updated 27 Oct 2026

    Enquiry details

    The page behind a card: contacts, dates, appointments, custom fields, quotes, activity and the client portal link.

  • Updated 27 Oct 2026

    Contacts

    Your address book: who each person is, the jobs they are on, and everything said to them.

  • Updated 27 Oct 2026

    Merging contacts

    Fold a duplicate contact into the real one without losing a note, a job or an email.

  • Updated 27 Oct 2026

    Custom fields

    Add your own fields to contacts, enquiries and bookings, and choose where they show.