Leads, customers and jobs in one place
Every enquiry becomes a lead, every lead can become a customer, and every customer has their estimates, jobs and invoices attached to them.
- Leads
- Record where each lead came from, track its status and set the date of the next follow-up.
- Customers
- One record per customer with contact details, addresses and notes, and the history that belongs to them.
- Estimates
- Build an estimate from your own numbers and keep it with the customer it was quoted to.
- Jobs
- Schedule jobs, assign crews and move each job through its status.
- Invoices
- Create invoices with line items and keep track of what has been paid and what is still due.
- Communication log
- Keep a record of calls, emails and texts against the customer or lead they relate to.
- Team roles
- Owner, admin, dispatcher, crew lead, crew member and customer service roles, with each company kept separate from every other.