Requests scattered across messages
A voicemail, an email and a message about the same job can leave you piecing the request together. New enquiries are easy to overlook when there is no single place to check.
Turn every new enquiry into your next paying Customer
Record customer details, what needs doing and where each enquiry stands. Follow up conversations and turn agreed work into a Project without entering the same details again.
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Why keeping up with enquiries gets complicated
Missing details before you can quote
A customer asks for a price without an address, photos or a clear description of the work. Finding those details takes more calls and can delay the survey or quote.
Follow-ups lost in a busy day
You promise to call back after a visit, then the next job takes over. Without a clear next action and date, an interested customer can be left waiting for a reply.
Capture every new work enquiry
Record customer details, what needs doing and where each enquiry stands, so you can keep track of new opportunities.
Know who needs calling today
See who needs a follow-up, what's overdue and what was discussed, so no potential work gets forgotten.
Turn agreed work into projects
Move won work straight into a project, assign your team and arrange the first visit without entering the same details again.