Quoted, booked, won and paid.
One screen, no spreadsheet.
How many enquiries came in, how many became surveys, how many quotes went out, what was won, and what is still owed. Per week, per engineer, per campaign. The numbers you used to guess at on a Sunday.
Included with the system. No per-user fee, no contract, web plus iPhone and Android.
Know your conversion rate without a spreadsheet.
- Enquiries to surveys to quotes to jobs, as a funnel with real numbers
- Revenue quoted, won and paid
- Outstanding invoices and who owes what
- By week, by month and by campaign
- Calls answered and surveys booked by the receptionist
Three steps. None of them are yours.
Everything is recorded
Because the work runs through the system, the numbers exist without anyone entering them.
Open Reports
This month's funnel, revenue and outstanding balance, live.
Decide
Which campaign to scale, which engineer needs support, which quotes to chase by phone.
You knew roughly how busy you were. You did not know your quote conversion rate, and it turned out to be 38%.
Quote conversion is on the screen: 61% this month, up since the follow-up sequence went live. Outstanding is down to two invoices.
The features next to this one
Reports questions
No. Reports are built from the work already in the system.
Live. It reflects the quote you sent and the payment you took a minute ago.
Yes. Leads, surveys and spend per campaign.
Quoted, won, paid and outstanding are all there, and the accounts sync carries the detail to Xero or QuickBooks.
See reports with your own jobs in it
Book a demo. We walk through this feature and the rest of the system for your trade, and what moving across would involve.