Module 01 of 12 · 25 capabilities
Every enquiry owned.
Every visit measured.
Website enquiries land in one pipeline, each with an owner. Book the site visit, confirm it with the customer, and capture measurements, labour, materials, plant, waste and photos while you are standing in the room.
One pipeline, clear owners
Website enquiries arrive automatically, each assigned to a named person and tracked from enquiry to visit, quote and conversion. Closed leads are archived, never lost.
Visits that confirm themselves
Schedule the visit and assign the estimator. The customer gets a confirmation, the visitor gets a notification, and you see provisional, confirmed or cancelled at a glance.
The estimate starts on site
Measurements, labour, materials, plant, waste, duration, recommended start date, notes, photos and video — captured at the visit and carried into the quote.
In the platform
Every enquiry owned and visited.
Website enquiries arrive automatically, each assigned to a named person and tracked from enquiry to visit, quote and conversion. Closed leads are archived, never lost.
Book a walkthroughLeads pipeline
2 new from websiteEnquiry2
Visit booked2
Quoted1
Won1
Illustrative screen — names and figures are fictional.
Leads & Estimating
Everything in Leads & Estimating.
All 25 capabilities in this module, numbered as they appear in the full feature index.
CRM, Leads & Enquiries
8 capabilities- #001Lead managementCreate and manage construction enquiries and prospective customers.
- #002Website enquiry captureEnquiries from your public website land straight in the lead pipeline.
- #003Lead ownershipAssign each enquiry to a responsible member of staff.
- #004Lead status pipelineTrack leads through enquiry, visit, quotation and conversion.
- #005Lead contact recordsCustomer telephone, email, address and project information in one place.
- #006Service type captureRecord the type of construction work requested.
- #007Job address and postcodeThe proposed project location is stored separately from the client's own address.
- #008Lead archivingClosed or rejected leads are archived without destroying their history.
Site Visits & Estimating
17 capabilities- #009Job visit schedulingCreate and schedule site visits.
- #010Visit assignmentAssign an estimator or any other team member.
- #011Customer visit confirmationThe customer is sent a confirmation automatically.
- #012Staff visit notificationThe assigned visitor is notified.
- #013Visit status trackingProvisional, confirmed or cancelled.
- #014Arrival and completion trackingRecord when the estimator arrives and when the visit is completed.
- #015MeasurementsCapture measurements on site.
- #016Labour requirements
- #017Material requirements
- #018Plant and tool requirements
- #019Waste requirements
- #020Estimated job duration
- #021Recommended start date
- #022Internal visit notes
- #023Site visit attachmentsPhotos, videos and other evidence from the visit.
- #024Visit outcome tracking
- #025Upcoming visit dashboard