Turn engineering inquiries into scoping conversations

01Clarify the request first

Ask about the site, intended deliverable, available drawings, and requested timing. Preserve the client's wording about requirements for professional review. A request for a letter is not an agreement that your firm can provide one without assessment.

02Build a useful intake

Use these as prompts, not a questionnaire to read out in full. Confirm what you already know, ask what changes the next step, and leave unrelated fields blank.

• Project location
• Requested service
• Project stage
• Client contact
• Supporting drawings

03Keep the next step clear

Give the project lead the inquiry, scope notes, site references, and client conversation before a consultation. Assign the follow-up while your engineering team reviews feasibility, prepares the proposal, and confirms the engagement.

04Follow the inquiry in Zweelie

Use this request with test details to check the customer activity, related records and next action in your Zweelie workspace:

Test a client who changes the intended use of a report. The updated purpose should be visible before scope is agreed.

Have a colleague who did not take the original call review the record. They should be able to explain what is requested, what remains unconfirmed, and which action they own. If they have to reconstruct the conversation, change the intake or the handoff.

05Put Zweelie to work on the request

In Zweelie, start with the customer activity and open the relevant contact and opportunity. Keep supporting files and notes associated with the right request, assign the person responsible and set a follow-up reminder for outstanding work. When the customer gets back in touch, your team can use that context to continue the conversation. Share only the information needed for the work, with the appropriate access. Book a Zweelie demo to see this inquiry move through the workspace, or use your trial to organize your first customer request.