Turn enquiries into booked work, and keep the whole team on the same page.

Sales pipeline

• Every booking and enquiry becomes a lead. Deals move through New, Qualified, Quoted, Need Dispatch and Won, marked hot, warm or cold with risk flags.
• A forecast by expected start month, by value and weighted by probability.
• An activities worklist of follow-ups: overdue, today and this week.
• Weekly and quarterly sales targets.
• Enquiry forms you build yourself, feeding straight into the CRM.
• Customer equipment with a low health score can generate replacement-sale leads in one click.

Team communication

• Broadcasts to everyone, a role, a certification group or a hand-picked list, from low to critical priority. Urgent and critical messages need an acknowledgement, and a tracker shows who has received, read and acknowledged them. Technicians get them as push alerts.
• Internal staff chat with direct and job threads, attachments up to 10 MB and read ticks.
• A notification bell for payments, payment claims, accepted quotes, new bookings, can’t-finish jobs, overdue jobs and incidents.
• Personal and shared notes, one keystroke away from any page.
• Global search across jobs, invoices, leads, employees, quotes and customers, with keyboard shortcuts for common actions.

WhatsApp (optional)

• Send pre-approved WhatsApp message templates to customers, with delivery and read status logged on the job.
• A customer reply of “Confirm appointment” confirms the job; “Request reschedule” flags it for the office.
• Needs a WhatsApp Business account through Twilio.