Example service inquiry
We need maintenance for our office equipment. Please contact our office manager to discuss the scope and a suitable visit date.
WEXCY FOR SERVICE BUSINESSES
Give every service request a clear next step.
Explain your services, collect the details customers need to share, and organize follow-up with the people responsible for the work.
Start with what the customer needs.
A useful inquiry gives your team something concrete to work with. Ask for the details that help someone review the request and decide what should happen next.
Details to collect
Contact person, a description of the equipment, and a preferred visit date give the team a starting point.
Decisions for the team
Review the scope, decide who will follow up, and confirm arrangements with the customer. A requested date is not a confirmed appointment.
Set up the work behind the inquiry.
Explain the service
Build pages that tell customers what you offer and what information to prepare before contacting you.
Explore Website BuilderAsk the right questions
Configure forms around the details your team needs, with required fields where they matter.
Explore FormsMake responsibility clear
Use tasks assigned to a user or role to organize follow-up, with actions governed by access and task state.
Explore Tasks & ApprovalsService businesses FAQ
Questions about managing service inquiries
No. A service business can use its website to explain its offer, forms to collect inquiries, and tasks to organize the team's follow-up. The starting point is the way your business handles requests.
Yes. Configure the form fields around the information you need and specify which fields are required. For example, ask for contact details and a description of the requested service.
No. Submitting a form records the inquiry; it does not by itself confirm a visit or a booking. Your team still needs to agree on the arrangements with the customer.
Tasks can be assigned to a user or role. Who can act on a task depends on access permissions and its current state. Do not assume that every form submission creates or assigns a task automatically.
Use Workflows to define the stages and actions your process needs. Follow-up depends on the configuration you put in place, rather than being inferred from the inquiry alone.
Build a clearer path from inquiry to follow-up.
Start with the pages, forms, and responsibilities your service business needs.
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