Tools & trackers
Simple tools that replace the paper, spreadsheets and WhatsApp chaos
Built around how you already work — and set up for you, so you can start using them the same day.
Quote & lead tracker
Every enquiry and quote in one place, with follow-up reminders so nothing slips through.
Job & booking tracker
See what's booked, what's next and what's done — without scrolling a WhatsApp thread.
Compliance expiry tracker
Insurance, certificates, vehicles and staff credentials — flagged before they lapse.
Review request tool
Automatically asks for a review the moment a job is marked complete.
Quote & Lead Tracker
Demo — sample dataClick any status pill to cycle through it.
Won
1
Won value
£980
| Enquiry | Job type | Quote value | Follow-up | Status |
|---|---|---|---|---|
| R. Stewart | Roof repair | £1,250 | 2026-09-24 | |
| J. Mackay | New guttering | £2,400 | 2026-09-23 | |
| D. Campbell | Chimney repoint | £980 | 2026-09-20 | |
| L. Paterson | Flat roof survey | £350 | 2026-09-26 | |
| M. Sinclair | Lead flashing | £720 | 2026-09-25 | |
| A. Reid | Storm damage | £3,100 | 2026-09-22 |
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