Leads board
Track enquiries by stage so they do not sit forgotten.
Leads & pipeline
Know where every enquiry stands.
A new enquiry should not disappear into an inbox. Keep it on a leads board by stage, with enough context to follow up and turn the right work into a booked job.
Tools for leads & pipeline
Lead source tracking
Keep the original source of each job as it arrived so it matches your ad account.
Your own online booking page
A personal /book/your-name link with your actual services, prices, and business hours.
Bookings become real jobs
Customer bookings appear in your Command Center as new online bookings, not emails you have to retype.
Estimates with options
Present good, better, and best options side by side. The customer picks an option online and it becomes a job.
Account-free estimate approval
Customers open a link, review the estimate, and approve without creating an account.
Keep the source with the opportunity
Preserve where the enquiry came from rather than rewriting the source into something that no longer matches your campaign records. A landscaping quote, a cleaning request, or a coating enquiry can stay connected to the work you are trying to win.
Give the customer a clear next step
Present estimate options and send an approval link that does not require an account. An approved choice becomes a job. Customers who book through your booking page also create real job records instead of another email for you to copy into the system.