Enquiry and lead tracking
Catch every enquiry and follow it through to a won job - nothing lost on a notepad.
Tradescraft's lead tracking logs every call, web form and referral in one list, then moves it from new → contacted → quoted → won or lost. Every enquiry is tied to the quote and customer it becomes, so nothing is lost between the first call and the job - and your quote win rate shows up in the reports.
Never lose a lead again
Every phone call, contact-form and referral in one list - who called, what they want and where - tracked from 'they called' through 'we quoted' to 'we won the work'.
From first call to won work
Log a lead the moment it comes in - the caller, their number, what they need and where - and move it through New, Contacted, Quoted and Converted. Filter by status or source to see which channels actually bring work, and turn a promising enquiry straight into a quote without retyping a thing.
Catch every enquiry
- Log inbound enquiries with name, phone, suburb and job detail in seconds.
- Enquiries from your own website's contact form land in the same list automatically, ready to quote.
- Nothing sits on a sticky note or in a missed-call log.
Follow it to a decision
- Track each enquiry from new → contacted → quoted → won or lost.
- Link an enquiry to the quote and customer it becomes.
- See which jobs you win and which you lose.
Know your numbers
- Follow every enquiry through to won or lost, so none are left half-chased.
- Tag each enquiry with its source, and see your quote win rate in the reports.
Common questions
- Where do enquiries come from?
- From your own logging when a call comes in, and automatically from the contact form on your website. Your Tradescraft tradie-directory listing points customers to that form (or lets them call or email you), so directory interest lands in the same list once they get in touch.
- Can I see my win rate?
- Yes. Every enquiry links to the quote and customer it becomes, and the quote pipeline report gives you a real win rate without keeping a separate spreadsheet.
- Can I see where my leads come from?
- Yes. Tag each enquiry with its source - a phone call, a referral, your website form - so you can keep track of where your work comes from and put your time where it pays off.
- What happens to an enquiry I don't win?
- You mark it lost and it stays in your history rather than being deleted. You can still follow it up later, so a 'no' now doesn't drop off the radar for good.