Enquiry and lead tracking
Record enquiries in one list and follow them from first contact to a won job.
Log phone calls and referrals in Tradescraft; enquiries submitted through your published Tradescraft website arrive automatically. Track each enquiry from new → contacted → quoted → won or lost, link it to the quote and customer it becomes, and review your quote win rate in the reports.
Follow your recorded leads
Logged calls and referrals join website-form enquiries in one list, with contact details, job requirements and progress towards a quote or won job.
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.
- Add missed calls and offline enquiries yourself so the team can follow them up.
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.