Leads

Smart

By stage

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No leads here yet. Hit + New to add one.

WhatsApp Call Email

Stage

Est. value (£)

Email Phone Postcode Notes

Voice notes

Save ×

Client letters

📎 {{ cf.name }}

Email WhatsApp {{ c.toggleLabel }}

Created {{ sel.createdLabel }} · Updated {{ sel.updatedLabel }}

Select a lead to view details, or add a new one.

← Jobs to do

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Target date Time (optional) Or type it

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Summary

Attachments

⬆ Drag photos or files here — or click to choose

Sub-priorities · {{ priSel.openLabel }}

{{ s.tick }} {{ s.title }} {{ s.chevron }} ×

Jobs to do

The list that matters. Top is most important.

Flag

Clear

Now click or drag across jobs

⋮⋮ {{ p.rank }} {{ p.tick }}

Standard letters and files to send from any lead. Edits save automatically.

Letter templates

+ Add letter

Attach files

Files

⬆ Drag files here — or click to choose

Copy link Test open

+ Add staff

Team members and hourly rates. Used for timesheets and job costing.

£ /hr

Log hours against a job. Cost is worked out from each person's rate.

          StaffJobDateHrsCost
        

{{ t.staff }} {{ t.job }} {{ t.date }} {{ t.hours }} {{ t.cost }} ×

Total {{ tsTotalHours }} {{ tsTotalCost }}