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.