Make it easier to enquire. Easier to say yes.

01 / Lead capture forms

Give every enquiry a useful starting point.

Put an enquiry form on your website, social profile or QR code. Ask for the details you need to start the conversation.

• Hosted enquiry links
• Website embeds and popup buttons
• QR codes and email-signature links
• Configurable form fields
• Conditional form questions
• Submission records
• Enquiry, quote, service-request and emergency form starters
• Service requests with preferred dates (not instant bookings)

Form availability follows your lead-management access. Free-plan record limits apply. Workflow follow-ups require Professional.

02 / Quoting

Make the next yes easier.

Give customers a clear scope and a professional price, while spending less of your evening putting the quote together.

• Products and services price book
• Reusable quote assemblies
• Quote templates
• Grouped scope and line items
• GST, discounts and expiry dates
• Customer quote sharing and acceptance
• Accepted quote conversion
• Paint, tile, wallpaper and flooring calculators

Core quoting is included in Basic. The free plan has usage limits. Custom PDF templates and workflow follow-ups require Professional.

03 / CRM & sales pipeline

Give good enquiries a next step.

When you’re busy delivering work, the next opportunity can slip out of sight. Keep enquiries, customers and follow-ups somewhere the team can find them.

• Lead and customer records
• Sales pipeline stages
• Follow-up tasks
• Customer history
• Sales dashboard

Core customer, lead and task tracking are included in Basic. The visual sales pipeline, CRM dashboard and workflow automation require Professional.