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PRODUCT WALKTHROUGH

From first enquiry
to paid job

A client sends an enquiry. You quote it, follow up, and get paid — without anything falling through the cracks. Here's how.

EnquiryDashboardAI ActionsQuoteNudgesVariations
01 · ENQUIRY

Client fills in your form

Text them your link or stick a QR code on your business card. They fill in their name, job description, and address in under a minute. No app needed on their end. The enquiry lands in your dashboard before you put your phone down.

New EnquirySubmit →New leadMike J. · BathroomNorth SydneyJust now →
02 · DASHBOARD

One screen, every job

All your leads, organised by stage — new, quoted, in progress, done. You know what needs attention today without digging through texts or sticky notes. Tap any lead for the full history, notes, and next steps.

My LeadsLeadQuotedWIPCompleteMMike JohnsonBathroom renoLeadSSarah ChenDeck build · ManlyQuotedJJames ParkKitchen renoWIP
03 · AI ACTIONS

Your to-do list writes itself

After a site visit, paste in your rough notes. "Leaking roof above kitchen, mould on south wall, client wants new gutters too." AI reads it and pulls out your checklist. Tick them off as you go.

Your rough notes…Call Mike bathroom quotecheck tile supplier pricessend quote by Friorder waterproofingbook plumber subAIACTION ITEMSCall Mike re: bathroom scopeGet tile quote from supplierSend quote PDF by FridayOrder waterproofing membraneBook plumber subcontract
04 · QUOTING

Upload your quote, client gets a portal

Drag in your quote PDF. A private client portal is created automatically — no login needed on their end. They see the quote, your details, and a one-tap approve button. You get a notification the second they say yes.

Upload Quote PDFdrag & drop or click📄Mike_Quote.pdfUploaded · 2.4 MBClient PortalYour quote is readyBathroom RenovationMike Johnson · North SydneyQuote progress✓ Approve Quote
05 · NUDGES

Follow-ups you don't have to remember

You get a nudge at 24 hours, 3 days, and 14 days. The moment a job is approved, the reminders stop. No spreadsheet, no "I meant to call them back", no lost jobs because you got busy on another site.

24hNew lead follow-upSent to you3dAction overdueSent to you14dCold lead reminderSent to youJob approvedNudges stop automatically
06 · VARIATIONS

Extra work? Log it with a price.

Client asks for different tiles, an extra power point, a bigger deck. Log the change with a price and both sides have a written record. When the invoice comes, there's nothing to argue about.

Variations+ AddAdditional tiling — ensuite+$1,200AcknowledgedUpgrade to stone benchtop+$3,500PendingRemove old shower screen+$400Resolved

Getting started

Set up in 2 minutes. Seriously.

No IT department needed. No training. Sign up, pick your link, share it with your next client.

1

Sign up with Google or Apple

One tap. No forms, no credit card. You're in the dashboard before your coffee goes cold.

2

Pick your link

Choose a slug like /dave-plumbing. Your client enquiry form is live the moment you save it.

3

Share it

QR code on your business card. Link on your website. Text it to the next person who calls for a quote.

4

Leads land in your dashboard

Every enquiry comes through with the client's name, job, and address. No typing it in yourself. No lost sticky notes.

Stop losing jobs to a bad memory

Free during beta. No credit card. Set up in 2 minutes.

Start free — no credit card →