Win more work
Respond faster and improve close rates
Turn inbound enquiries into structured opportunities and keep quotes moving with consistent follow-up.
- Capture source, urgency, and notes in one intake flow.
- Share good/better/best options customers understand quickly.
- Automated nudges keep quote momentum without manual chasing.
Lead Inbox
3 NewBoiler service · SW12
NewFuse board check · N16
ContactedInstall survey · E8
SurveyLead qualification
Capture source, urgency, and notes in one intake flow.
Lead Inbox
3 NewBoiler service · SW12
NewFuse board check · N16
ContactedInstall survey · E8
SurveyOption-based quoting
Share good/better/best options customers understand quickly.
Quote Options
SentGood
£890
Better
£1,120
Best
£1,480
Follow-up automation
Automated nudges keep quote momentum without manual chasing.
Dispatch Today
WedSam R.
En RouteLiam P.
StartedJosh K.
ScheduledRun smoother
Coordinate office and engineers in real time
Dispatch, status updates, and customer context stay synced so every team member works from shared truth.
- Plan daily capacity and assignments without spreadsheet overhead.
- Know exactly what is scheduled, started, blocked, or complete.
- Give each role the right actions and visibility boundaries.
Dispatch Today
WedSam R.
En RouteLiam P.
StartedJosh K.
ScheduledDispatch control
Plan daily capacity and assignments without spreadsheet overhead.
Dispatch Today
WedSam R.
En RouteLiam P.
StartedJosh K.
ScheduledLive status tracking
Know exactly what is scheduled, started, blocked, or complete.
Lead Inbox
3 NewBoiler service · SW12
NewFuse board check · N16
ContactedInstall survey · E8
SurveyRole-based access
Give each role the right actions and visibility boundaries.
Quote Options
SentGood
£890
Better
£1,120
Best
£1,480
Get paid faster
Move from completed work to collected cash
Issue invoices immediately after completion and automate reminder timelines so overdue balances drop.
- Embed secure payment links directly in each invoice.
- Set day-based reminder schedules with full communication history.
- Use completion + billing checks to prevent invoice blockers.
Invoice
ReadyINV-1084
£1,120
DK Plumbing · Due in 7 days
Payment links
Embed secure payment links directly in each invoice.
Invoice
ReadyINV-1084
£1,120
DK Plumbing · Due in 7 days
Reminder cadence
Set day-based reminder schedules with full communication history.
Dispatch Today
WedSam R.
En RouteLiam P.
StartedJosh K.
ScheduledInvoice readiness
Use completion + billing checks to prevent invoice blockers.
Lead Inbox
3 NewBoiler service · SW12
NewFuse board check · N16
ContactedInstall survey · E8
Survey