Inbox holds every request: online bookings, quote requests, website forms, missed calls, texts, messages from a customer's own page, plan sign-ups and requests you add yourself. New ones show as a count next to Inbox in the menu. Emergencies have an Emergency badge.
The tabs
- Open: new, contacted and quoted requests, plus anything unread
- New, Booked, Won, Lost and All
- Calls: every call to your Zome number, once it's set up
Photos from the customer
Customers can add up to 4 photos of the problem when they book online. Requests with photos show a photo count in the list, and the photos appear under The job. Press one to see it full size. Only your team can see them: they never appear on your website, and a link to one doesn't open for anyone who isn't logged in to your Zome account.
Unread requests
Requests nobody has opened yet, and ones with a new message, show in bold with a blue dot. Opening a request marks it read. To come back to one later, press Mark unread at the top of the request. It stays in Open until you open it again.
Search and filter
Above the list, type a name, phone number, address or words from the details, and press Search. Narrow it further with Any source (like Online booking or Missed call) and Found you anywhere (like Google or Referral). Search looks in the tab you're on. If nothing matches, press Search all requests. Press Clear to see everything again.
Work a request
Open a request to see the job, any photos the customer added, the customer and where they found you. From there you can:
- Press Call, Text or Email at the top. Text opens your phone's messages app.
- Reply by text from your Zome number in Texts. See Text customers from Zome.
- Send a price with New estimate. See Send an estimate and get it accepted.
- Book it with Book this job.
Request statuses
Tap a status under Status to move the request along. Zome also moves it for you at the key moments.
| Status | Use it when | Set for you when |
|---|---|---|
| New | It just came in | It arrives |
| Contacted | You called or texted back | You send a text from the request |
| Quoted | You gave a price | You send an estimate |
| Booked | It's on your schedule | You book it, or the customer accepts an estimate |
| Won | The job is done | You mark the job Done |
| Lost | You didn't get the job | You use Mark as lost |
To record why you lost a job, open Didn't win this one?, pick a reason and press Mark as lost.
Book the job and mark it done
- In Book this job, check the job name and pick a Date and Time window. Add a price if you know it.
- Leave the box ticked to send the customer a booking confirmation with the day and time.
- Press Book job. It's now in Jobs.
- When the work is finished, press Done on the job in Jobs. You can type the final amount first. If review requests are on, the customer gets one.
If texting and email aren't connected yet, the confirmation waits in Follow-ups for you to send.
Add a request yourself
Press Add request for a phone call, text or walk-in you want to keep track of. Fill in Name and What do they need?, then press Add request.