Work the pipeline before it becomes a job
Capture enquiries as leads, move them through your own stages, and turn the ones that land into a customer and a job without retyping anything.
No card required. Cancel any time.
- Ashford Boiler ServiceNewOffice
- Nolan Retail ParkQuotedDana
- Villa Rosa HOAContactedSam
A pipeline you control, not a shared inbox
Leads live in one list with a status you set — new, contacted, quoted, won, or lost — so the team can see which enquiries are still open.
- Lead statuses with source and estimated value
- Owner and follow-up date on each lead
- Contact details and notes on the lead
Ashford Boiler
Phone enquiry
£1,900
Villa Rosa HOA
Sam · call back
Nolan Retail
$2,480 estimate
Kessler Home
Job created
Won
Turn a won lead into a customer and a job
When the work is confirmed, the lead becomes a customer record and a job with the details already filled in — no re-entering the address and contact.
- Lead converted in place
- Customer and job created from the same record
- Lead history kept after conversion
- Lead capturedAshford Boiler Service · phone
- Customer createdContact and address carried over
- Job JOB-2091Boiler service · ready to scheduleNow
See what is still open and who owns it
Filter by status and owner to work the list in order, and pick out the enquiries that have gone quiet before they turn into lost work.
- Filter by status and by owner
- Search by name or company
- Open leads surface ahead of closed ones
- Nolan Retail ParkDanaToday
- Ashford Boiler ServiceSamOverdue
- Villa Rosa HOASamThu
Filter by status or owner, so no enquiry sits unclaimed.
What it changes for your business
No enquiry lost in a mailbox
Clear ownership of every follow-up
One step from quote to customer record
A conversion number you can actually report
Works alongside
Customers
One record per customer holding the people you deal with, the places you work, and every job, estimate, and invoice you have done for them.
Learn moreService Requests
Requests come in from the office or straight from the customer portal, carrying the service type, urgency, description, and attachments.
Learn moreEstimates
Line-item estimates with labor, materials, equipment, and subcontractor lines, with tax and discounts, tracked from draft through accepted.
Learn morePut leads to work
One platform for customers, jobs, scheduling, invoicing, and reporting. Start with a 14-day free trial — no card required.