From enquiry to signed contract
Capture site enquiries, log visit notes with photos, raise a quote from the same card, and flip the deal to Won when the client approves. Sales and operations share one record instead of forwarding screenshots.
Book a demoLog the site visit.
Close more deals.
Attach photos, measurements, and voice notes to the lead timeline from your phone. Pin the site on Maps so your office quotes the right address — not the one from an old business card.
Quote without re-entry.
Get paid faster.
Convert a qualified lead to a quotation in one click — client details and visit notes carry over. Track every open deal on the kanban board so you know which housing enquiries need a follow-up this week.
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“WhatsApp enquiries used to die in my pocket. Now they hit the pipeline the same day.”
“When sales marks a lead Won, finance already sees the quoted value — I am not chasing a PDF for the job number.”
“Site visit photos on the lead record means the office quotes what we actually measured, not what the client remembered.”
Handover to delivery
Moving a lead to Won creates the master job, copies the approved scope, and notifies operations. Your supervisor opens My Dispatch with the client brief and site pin already there.
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