Use stages you recognise
Enquiry, quoted, booked, completed. We agree labels that match your work, so the board makes sense at a glance.
Job management pipeline · Keep jobs moving
Which quotes are still out there?
Someone needs a price. Someone’s ready to book. Someone’s job is finished. Your job pipeline puts each one in the right stage, so you can see what needs doing without rereading every conversation.
Set up for you. Ongoing support. No setup fee. No website fee.
WHY THIS PART MATTERS
“Read” doesn’t mean “dealt with”.
A message can be read while the quote is still unwritten. A quote can be sent while the booking is still unconfirmed. Give each job a visible place based on what has actually happened.
Spot the work between the jobs
See the quotes to chase and the bookings to confirm. Spend the time you have on a clear next action.
Finish more than the physical work
A completed job may still need an invoice or review request. Connect those handovers to the customer record and reminders.
A PRACTICAL WAY TO USE IT
A job moves forward. The board moves with it.
- 01
Give the enquiry a place
The new request enters the stage that reflects what still needs doing.
- 02
Move it when something changes
A quote sent or a date agreed changes the job’s position on the board.
- 03
Close the loop
After completion, use the agreed invoice, review and follow-up steps.
One part of a complete business setup.Website, business number, customer records, reviews and follow-up. Connected and supported for £197/month.
Explore all 18 inclusionsWE DO THE SETTING UP
What are the stages in your trade?
We review your current setup, agree the useful changes and explain how to use the result. These are the details that help us put this part in place.
See the setup process- The stages a normal job goes through
- Who decides when a job moves to the next stage
- Where quotes or bookings currently get held up
- The reminders that would help you keep the board useful
BEFORE YOU DECIDE
Good questions.
Straight answers.
Anything specific to your business? Bring it to the call and we’ll work through it.
Book a quick callDoes moving a card book a real appointment?
A job stage and a calendar appointment are related but different things. We explain the agreed workflow and which actions create or change bookings, so the board does not make a false promise about the diary.
Can the stages suit my trade?
Yes. We start with how you already handle enquiries and jobs. A sensible pipeline should fit that process rather than force every trade business into identical labels.
Will the board update itself?
Some changes can follow connected actions, while others depend on you confirming what happened. We make those responsibilities clear during setup and show you how to keep the pipeline accurate.
Is this a full estimating or project-management system?
This inclusion is an enquiry and job-stage pipeline. Bring any specialist estimating, stock or complex project requirements to the call so we can explain the fit rather than imply every trade tool is included.
BETTER WHEN THE PIECES JOIN UP
See what works alongside it.
START WITH A CONVERSATION
Get the outstanding jobs out of your head.
Show Jack how you track quotes and bookings now. We’ll map a practical pipeline around the way your business works.
15 minutes. Plain English. No pressure.