Know where every job is up to, from new enquiry to won
Eight simple statuses give you a clear pipeline of your work. See what's new, what's waiting on the customer and what's been quoted.
Every job moves through stages: someone asks, you reply, you work out the details, you quote, and they say yes or no. If that lives in your head, things slip. TradeCRM gives every lead a status so the picture is always in front of you.
The eight statuses
- New: just arrived, nobody's touched it yet.
- Contacted: you've replied.
- Awaiting customer: the ball's in their court.
- Qualified: it's a real job and worth quoting.
- Quoted: a quote is out.
- Won: they said yes.
- Lost: it didn't happen (and you can note why).
- Paused: not now, maybe later.
Much of it updates itself
You don't have to drag things around. Sending a quote moves the lead to Quoted and sets its value to the quote total (excluding VAT). A customer accepting moves it to Won. Marking a job lost, won or paused stops the automatic chasing straight away.
Find what you need fast
Sort your list by status, score, value or date, and search by name. Open jobs also show up as coloured pins on the job map, coloured by where they're up to.
In real life
Monday morning: you glance down the list. Two new, one waiting on a customer, one quote out for three days. You know exactly what to do first.
The short version
- Eight statuses cover the life of a job.
- Sending and accepting quotes updates the status automatically.
- Closing a job stops any chasing.
See your whole pipeline at a glance
Start your free trial and add your first leads.