Guide pillar ยท Leads and customers
Leads and customer records: keep the next step clear.
Keep enquiries, follow-ups, contacts, site instructions and previous work connected. These guides show what belongs on a customer record and who needs the next action.
- What should the office know before calling a customer back?
- How to keep customer and site history in one place
- Customer spreadsheet vs a trades CRM
- Why good enquiries go missing between phone, email and WhatsApp
- How to handle repeat customers with several properties
- Quote follow-up templates for tradespeople
- How to run a small trades sales pipeline
- How to track enquiries before they become jobs
Most useful first
What should the office know before calling a customer back?
Before calling a customer back, the office needs the reason for contact, the relevant site, the last agreed position and the next decision.
Read the guideWhat do you need to sort?
How to track enquiries before they become jobs
A practical checklist, example or decision framework.
How to track enquiries before they become jobsQuote follow-up templates for tradespeople
A practical checklist, example or decision framework.
Quote follow-up templates for tradespeopleHow to keep customer and site history in one place
A practical checklist, example or decision framework.
How to keep customer and site history in one place
All leads and customers guides
- What should the office know before calling a customer back?Before calling a customer back, the office needs the reason for contact, the relevant site, the last agreed position and the next decision.
- How to keep customer and site history in one placeKeep customer history against the customer and site history against the place where work happens.
- Customer spreadsheet vs a trades CRMA customer spreadsheet can work when one person maintains a simple list.
- Why good enquiries go missing between phone, email and WhatsAppEnquiries go missing when a conversation ends without a durable record, a responsible person or a next action.
- How to handle repeat customers with several propertiesManage a repeat customer with several properties through one verified payer record and separate site records.
- Quote follow-up templates for tradespeopleFollow up a quote by naming the work, asking whether the customer needs clarification and giving them a simple way to answer.
- How to run a small trades sales pipelineA small trades sales pipeline is a list of enquiries and quotations organised by the decision needed next.
- How to track enquiries before they become jobsTrack an enquiry as work to be followed up, not as a booked job.
Keep these steps connected in the business.
JobDiary brings leads, quotes, customers, jobs, projects, crews, invoices, payments and job profit into one operational record. Check the product tour and trial against your own work.
See how it works| Time | Job | Status |
|---|---|---|
| 08:30 | 7 The GreenMow, edge, hedge | Done |
| 09:15 | 23 Seabury DriveMow, weed | Done |
| 10:00 | 9 Brookfield LawnMow, feed | In progress |
| 11:05 | 12 Castle ParkMow, hedge rear | Next |
| 12:00 | 31 Church RoadMow | Scheduled |
| 13:15 | 18 The RiseMow, edge, bins out | Scheduled |
Product screens use demonstration data.
The problem usually starts earlier
Getting paid
Reminders, invoices and part-payments.
See getting paid guidesRunning the round
Recurring jobs, weather and routes.
See running the round guidesPricing the work
Rates, quotes and price books.
See pricing the work guidesPaper to phone
Switching without losing jobs.
See paper to phone guidesSmall crews
Vans, hours and handovers.
See small crews guidesChoosing software
Fit, costs, alternatives and the limits.
See choosing software guidesScheduling
Crew capacity, dispatch and changed plans.
See scheduling guidesProjects and delivery
Scope, stages, extras and completion.
See projects and delivery guidesJob costs and profit
Labour, materials, margins and unbilled work.
See job costs and profit guidesBusiness records
Access, offline work, equipment and data.
See business records guidesBy trade
Practical records for different kinds of work.
See by trade guides
