Britixo: Estimate Requests, Enquiry Forms and Status Settings | Live Feature Overview

Explore estimate requests, enquiry forms and status settings in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules. MATCHING WRITTEN GUIDE https://britixo.com/help-centre/receive-and-manage-estimate-requests/#britixo-live-028 IN THIS VIDEO • Estimate requests and enquiry forms • Setup - Estimate Request — Forms • Setup - Estimate Request — Statuses CHAPTERS 00:00 Default trial: Estimate Request 00:35 Default trial: Setup - Estimate Request 01:15 Continue with the written guide Fictional demonstration records are used. Draft documents are unsent and no real payment or provider connection is implied. Passwords, verification codes and external authorisation stay private. Available features depend on your plan, enabled modules, permissions and connected services. Genuine application footage with a UK English voiceover. OFFICIAL GUIDES AND RESOURCES Official Britixo website https://britixo.com/ Help Centre https://britixo.com/help-centre/ Detailed overview and full walkthrough https://britixo.com/help-centre/britixo-crm-workspace-overview/ Roles, permissions and team access https://britixo.com/help-centre/understand-roles-permissions-and-visible-menus/ Update a public enquiry status https://britixo.com/help-centre/hmo-manager-update-a-public-enquiry-status/ Use the HMO Public Enquiry Status controller action https://britixo.com/help-centre/hmo-manager-use-the-hmo-public-enquiry-status-controller-action/ Create an estimate https://britixo.com/help-centre/create-an-estimate/ Understand form-submission metadata https://britixo.com/help-centre/visitor-intelligence-live-engagement-forms/ Product support and enquiries https://britixo.com/contact/ RELATED VIDEOS https://www.youtube.com/playlist?list=PLfnPcu-t4wuw Complete detailed walkthrough https://www.youtube.com/watch?v=LNR0k3wN_yQ #Britixo #CRMSoftware #BusinessDocuments #ContractManagement #BusinessSoftware #SalesOperations #SmallBusinessUK