Capture and manage leads
Last updated: 13 July 2026
Every job starts as a lead. BuildTrack pulls enquiries from your business WhatsApp into one inbox, lets you track each lead through a simple pipeline, and convert the winners into quotations or jobs, so nothing gets lost between “customer messaged us” and “we’re on site”.
Catch WhatsApp enquiries in Leads → Messages
When a customer messages your business WhatsApp number, the WhatsApp conversation lands in Leads → Messages, with an unseen badge on the nav so you know something new arrived. Reply in Meta Business Suite, and turn a promising enquiry into a lead you can track.
Work leads through your pipeline
Open Leads to see every lead in progress. Each lead carries a status you update as you go:
New
A fresh lead enquiry you haven't actioned yet.
Site visit
You've booked or done a site visit to scope the work on this lead.
Quoted
You've sent the lead's customer a quotation and are awaiting their decision.
Converted
The lead became a job, you won the work.
Convert a lead to a quotation or job
When you're ready to move on, open the lead and press Convert. Choose Convert to Quote to price the work first, customer and contact details carry across so you can jump into building the quotation. Or choose Convert to Job to start the job straight away: notes, photos, site contact and the team discussion come with it. You can still convert a won quotation into a job later if you quoted first.