See how your business is really doing, and why jobs slip away
Pick any two dates and see leads, quotes sent and money won. Note why a job fell through and watch the pattern emerge.
Most small businesses run on gut feel. "It's been a quiet month" or "I seem to be winning more lately." Gut feel is sometimes right, but it's hard to act on. Numbers are easier.
Pick any two dates
The Reports page lets you choose a date range and shows how many leads came in, how many quotes you sent and won, and how much work you landed. Compare this quarter with the same time last year, or just see how last week went.
Write down why you lost
When a job falls through, mark it lost and jot down why: went with another contractor, price too high, project postponed. It takes five seconds.
A few months in, you can see exactly what's costing you work, not just guess. If "price too high" keeps coming up, that's a pricing conversation. If it's "went with another contractor" right after a slow reply, that's a speed one.
In real life
Last month: 18 leads, 11 quotes sent, £14,200 won. And “went with another contractor” was the top reason jobs slipped away.
The short version
- Choose any date range for leads, quotes and money won.
- Record why lost jobs fell through.
- Spot patterns you'd never see from memory.
Run the business on facts
See your numbers during a free 14-day trial.