Nothing arrives and disappears
Lead in, staged, with the address and what they asked for. The notebook in the truck stops being a system of record.
Clients, leads & pipeline
The quote you forgot to follow up on was worth $19,000.
Every lead and every client in one list, staged from first call to signed deal — so the one you meant to ring back on Tuesday actually gets rung.
Pipeline 8 open · $96,400
Lead 3
Sukhdev S.basement, Whitby
Jan M.kitchen
Quoted 2
Nazir H.sent 12 days ago
Lisa V.sent 3 days ago
Presented 1
Steven B.deck — $19,240
Approval 1
Ilyaswaiting on spouse
Won 1
Tara C.signed
Nazir hasn’t replied in 12 days. Want me to follow up?
Leads in texts, voicemail and a notebook
And one of them was your best job this year
The problem: A lead comes in by text while you are on a ladder. Another is a voicemail. A third is a note in the truck. You quote two of them, mean to chase the third, and by the time you remember they have hired someone else.
Losing a job to a better price is business. Losing one because nobody followed up is just money left on the table — and it is the most common way small contractors lose work.
- A quote with no follow-up closes at a fraction of one with two
- You cannot tell which lead sources actually produce work
- Last year’s client is the cheapest lead you will ever get, if you can find them
Where the leads came from
Referral11
Google6
Repeat client4
Highest close ratereferral
One list, first call to signed
Every client, every job you did for them, every quote you did not close.
Not a CRM you maintain. A record that builds itself out of the work you were doing anyway.
It tells you who has gone quiet
A quote sent twelve days ago with no reply gets flagged. The follow-up happens whether or not you remembered — and follow-up is most of closing.
Every job you have done for them
Walk into a repeat client’s house knowing what you built in 2024, what it cost and what you charged. That is the difference between a quote and a conversation.
Which leads are worth having
Referrals, Google, repeat work — and which actually close. Then you know where to spend, instead of guessing.
Where a lead goes
It never gets re-entered.
LeadQuoteSigned contractJobInvoicesClient history
The lead becomes the estimate, the estimate becomes the job, and the job becomes the history you will read the next time they call. A standalone CRM knows the name and none of the rest.
What it changes on Monday
- You stop losing quotes to silence. Twelve days without a reply is visible, not forgotten.
- Repeat clients get a warmer call, because you can see everything you have built for them.
- You know which lead source pays and can stop funding the one that does not.
- Nothing lives in a notebook that could be left on a job site.
Open pipeline right now
Leads & quotes open8
Total value$96,400
Gone quiet >10 days1
Waiting on a signature1
Put your open quotes in it.
Every quote you have out right now, in one list. You will find one you forgot.
7 days free · no credit card · then $49.99/mo for 3 months