Leads & Workflow Management: stop losing work you have already won
Most service businesses do not have a lead generation problem. They have a follow-up problem. The enquiry arrives, someone writes it down, and then the business never speaks to that customer again. This product exists to close that gap.
- Capture enquiries from calls, WhatsApp, web forms and walk-ins
- One named owner for every enquiry, at every stage
- Scheduled follow-up so nothing depends on memory
- Pipeline value and stage visible at all times
You are not short of enquiries. You are short of follow-up.
Ask a service business how they lost a job and the answer is almost never “we had no leads”. It is “they went quiet and we never chased them”. That is a process failure, and it is entirely fixable.
- Enquiries arrive in calls, messages and inboxes, and none of them are consistently recorded
- Nobody owns the enquiry, so two people contact the customer or nobody does
- Quotation follow-up happens once, then the enquiry is forgotten
- There is no honest view of how much work is sitting at each stage
What the product does
Each capability below exists to remove one of the ways enquiries quietly disappear.
Multi-channel capture
Calls, WhatsApp messages, website forms, referrals and walk-ins all become the same kind of enquiry record.
Ownership and assignment
Every enquiry has one named owner. Colleagues can see status without duplicating contact.
Automated follow-up
Follow-up tasks are scheduled at defined intervals, so a promised callback happens without anyone relying on memory.
Survey and appointment scheduling
Book surveys against real availability and confirm them with the customer automatically.
Quotation tracking
Every quotation recorded with its value, date and status, so nothing outstanding goes unnoticed.
Pipeline stages
Stages that reflect how your business actually sells, rather than a generic sales pipeline.
Pipeline analytics
Value by stage, by owner and by source, plus conversion rates and lost reasons.
Lost reason tracking
The reason a deal was lost is recorded consistently, which is the only way to learn from it.
Mobile access
Enquiries captured and updated from a phone, so nobody needs to be at a desk to log an enquiry.
Quotation and document output
Quotations produced from the enquiry record so pricing and formatting stay consistent.
Response time tracking
Actual response times recorded against enquiry creation, because speed is a competitive factor.
Customer records
One customer record shared across every enquiry and, where relevant, every job.
How an enquiry moves through the system
Every stage has an owner and a defined next action. That is what stops work stalling.
Captured
Details recorded at the first point of contact, including how the customer found you and what they need.
Qualified
Enquiry assessed for fit, urgency, location and value, then either progressed or politely closed.
Survey scheduled
Where a site visit is needed, it is booked against real availability and confirmed with the customer.
Quoted
Quotation issued from the enquiry record with a scheduled follow-up date attached.
Followed up
Structured touchpoints through the decision period, on a cadence the customer will tolerate.
Closed
Won or lost, with the reason recorded so the business can learn something from it.
What changes in practice
| Stage | Without a system | With this product |
|---|---|---|
| Enquiry arrives | Written in a notebook, or remembered by one person | Captured once, in one place, with a named owner |
| First response | Whenever the person gets to it | Tracked and measured against a response target |
| Survey | Arranged by phone call, if remembered | Booked from the enquiry with the customer confirmed |
| Quotation | Issued and filed somewhere | Recorded with value, date and status |
| Follow-up | One call, then it is forgotten | Scheduled at agreed intervals until closed |
| Visibility | Nobody knows how much is in the pipeline | Value by stage and owner, on demand |
| Learning | No idea why deals are lost | Lost reasons recorded and reviewable |
Built for businesses where every enquiry has a value
The product is the same. The stages, the survey types and the quotation rules differ by trade.
How this differs from FieldPro
FieldPro runs the work after a job exists: dispatch, job sheets, site evidence, invoicing. This product runs the commercial process before it: the enquiry, the survey, the quotation and the follow-up. They are separate products. A business with only a lead problem does not need FieldPro, and we will not sell them one.
Common questions about this product
Is this a module of FieldPro?
We already use a CRM. Why replace it?
Can the sales team use it from a phone?
How long does implementation take?
Will it generate more leads for us?
Find out how much work you are losing right now
Tell us roughly how many enquiries you receive in a month and how many become paying work. We will tell you what that gap usually means, and whether this product is the right answer to it.
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