Business supplies and services: Enquiry form for wayfinding companies
An enquiry form for wayfinding companies that collects the location list, sign text, floor plans and wall surfaces, so the project manager can judge what a project really involves.
What makes an enquiry complete for wayfinding companies.
An enquiry to wayfinding companies often starts with an email from someone in facilities: we need new signs for the second floor, can you give us a price? No floor plan is attached, the texts still have to be decided and nobody knows which walls can take a sign. Sometimes the client sends a spreadsheet of room numbers and department names, but without saying which signs are directional and which only identify a door. The project manager schedules a walk-through, takes photos and builds the location list themselves. That takes time before a quote exists, while the client is already expecting a price.
Enquiry form for wayfinding companies
Example- 1
Collect building and floor plans
DoneThe form asks about the building, the floors and wings involved and whether floor plans are available.
- 2
Gather location list and texts
In progressThe client can upload an existing list of rooms and texts, or fill in per floor which kinds of signs are needed: directional signs, room identification, level markers or information boards.
- 3
Record surfaces and wishes
NextPer zone the client indicates the surfaces involved, such as plasterboard, concrete, glass or tiling, and any restrictions such as listed walls.
From form to assessed enquiry.
Collect building and floor plans
The form asks about the building, the floors and wings involved and whether floor plans are available. Plans can be uploaded in whatever format the client has. It also asks whether the building will be in use during installation, because that determines how and when work can take place.
Gather location list and texts
The client can upload an existing list of rooms and texts, or fill in per floor which kinds of signs are needed: directional signs, room identification, level markers or information boards. For texts they indicate whether these are final or still need agreeing with departments. Missing parts are flagged as open items.
Record surfaces and wishes
Per zone the client indicates the surfaces involved, such as plasterboard, concrete, glass or tiling, and any restrictions such as listed walls. They can also add wishes such as interchangeable text strips or raised lettering. The project manager receives an enquiry from which a first sign schedule can be drawn up.
Enquiries in one place, not the inbox.
Enquiries reach wayfinding companies by email, phone, the website and through architects or contractors on new builds. The form becomes the shared entry point and writes into the CRM or project system already in use. Floor plans and location lists are stored with the project and available to designer and project manager. The client remains the owner of room names and department data; the wayfinding company only processes them for the project.
Client supplies the list or we draw it up
A client who supplies their own location list saves walk-through time, but the list is often incomplete or based on an old floor plan. Having the project manager draw it up is more accurate, but takes a visit. A middle route is to use the client's list as the basis and check and complete it during a short walk-through.
Texts upfront or after design
Texts that are final at enquiry make a fast quote possible. Often they are still moving, because departments are relocating or names are changing. The form can mark texts as provisional, so the quote is based on quantities and sizes while the wording is agreed later.
Full questionnaire or a conversation first
A fully completed form gives the project manager a lot to work with, but asks the client for things they do not know yet. A short conversation first gets through the basics faster, but relies on what the contact knows off the top of their head. The form can work in stages, with part of it completed after the conversation.
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Read the storyWhich questions the form asks.
From the start the form asks for building, floor plans, location list, texts and surfaces and sets the enquiry up for the project manager. We send two through together: a simple replacement of door signs on one floor, and a new build project where the architect supplies the floor plans but the texts are not yet fixed. If that goes well, it goes live. Sharing the enquiry with the architect can be switched on later.
View pricingHosting and careGood to know.
Explore pricing and optionsWhat if the client has no floor plans?
The enquiry can still be submitted. The form asks for a description of the building and photos if available. The project manager sees that plans are missing and can schedule a walk-through or request them from the building manager or architect.
Can the client supply an existing list from their space management system?
Yes. An export from a space management system or a spreadsheet with room numbers and names can be uploaded. The project manager uses it as the basis for the location list and adds which signs are needed where. Room numbers are carried over as location codes, so the client recognises their own layout.
How do we deal with texts that are still changing?
Texts can be marked as provisional. The quote is then based on the number of signs and their sizes, while the wording is settled later through text proofs. The client does not have to wait until every department has confirmed its name before receiving a price.
Is the form suitable for exterior signage too?
Yes. If the client selects exterior signs, the form asks about the site, the ground conditions, whether a permit might be needed and who owns the land. Whether a permit is actually required is assessed by the project manager together with the client and the local authority.
What often connects to this.
- Website for wayfinding companiesA website for wayfinding companies that explains sign types, mounting systems and how a wayfinding project runs to building managers, architects and developers who have choices to make.
- Quotation software for wayfinding companiesQuotation software for wayfinding companies that prices sign sizes, materials, fixings and installation per location from the sign schedule, so every figure traces back to a sign.
- AI enquiry assistant for wayfinding companiesAn AI enquiry assistant for wayfinding companies that answers questions about text corrections, sign types and change requests from approved information, and passes specific requests to the project manager.
Enquiries that arrive complete.
Start with a short intake. Then we schedule a call to show the software with your services, team and way of working.
WhatsAppinfo@vorlyo.com Enquiry form for wayfinding companies: location list, sign text, floor plans and surfaces in one request, ready for a first sign schedule.
- Collect building and floor plans
- Gather location list and texts
- Record surfaces and wishes