How to send an enquiry form to a customer

Every company on Trame gets one link that opens a short form for a customer to describe their job. Send it instead of asking someone to explain everything over the phone, and it arrives in Enquiries ready to review.

Get your link

1. Go to Enquiries.
2. Select Share in the top bar.
3. Select Share link.

The link is trame.co.uk/your-company/quote, one link per company, the same one every time. On desktop it copies straight to your clipboard. On a phone with sharing available, it opens your share sheet instead, so you can send it straight into a text or WhatsApp message.

To share a QR code, select Show QR code from the same menu. You can preview the form or download the code from there.

What the customer sees

The customer doesn't need an account. They land on a short form under your company name and logo, and work through it in steps:

1. What do you need done? A description, plus optional photos. Trame checks each photo and flags one that doesn't look related to the job.
2. A few follow-up questions, generated from what they wrote, to fill in the detail a quote needs.
3. How soon does this need to be done? Emergency, urgent, soon, or no rush.
4. Their name, email, phone (optional) and property postcode.

As they answer, a quality pill in the corner reads Building picture..., Good detail, or Ready to quote, so they can see their answers are getting more useful. On submit, they see a thank-you screen and you get the enquiry.

Review what comes in

Open Enquiries to see everything submitted, newest and most urgent first. Select one to open its page: the client's contact details, the enquiry summary, every question they answered, and any photos.

From here:

• Assistant in the top bar opens the chat. Check the attachment chip above the message box and select Use this enquiry if needed. You can then ask about its saved description, answers and the customer's name.
• Create job turns the enquiry into a job and client, ready for you to price.
• Archive puts it aside without creating anything.

You can also ask Assistant to "turn this into a job". It uses the attached enquiry, asks you to choose if more than one client matches, and shows the job and client details for review. Check whether it will use an existing client or create a new one, then select Create job. After confirmation, select Open job. Nothing is sent to the client.

Assistant can read the saved enquiry text, but it does not inspect the photos. Open the enquiry to check them yourself. If you ask it to prepare a quote, it still asks you for any missing selling price and, where needed, whether that price includes VAT. It does not treat the customer's budget as your price. See Using Assistant for the full workflow.

Frequently asked

Does the customer need to create an account?

No. The form is open to anyone with the link, no login.

Can I put the link anywhere, not just send it directly?

Yes, it's a plain URL, so it works in a text message, an email signature, or a website link.

What if the customer doesn't add photos?

Photos are optional. The form still gathers enough detail from the description and follow-up questions to work from.