Skip to main content
Both modules live under Menu, and both feed the order pipeline.
Mobile quote list showing quote numbers, customers, dates, totals, and Converted or Draft status chips.

Quotes

Mobile lead list showing a lead with contact details, status chips, requested service, source, and creation date.

Leads

Quotes

Each quote card shows its number, the customer, the date, the total, and where it stands — Draft while you’re still working on it, Converted once it has become an order. Tap New Quote to build one: pick the customer, add services, and the total assembles as you go. When the customer says yes, convert the quote into an order — the services, pricing, and customer carry across, so nothing is retyped.
Quoting on site is the point of having this on the phone. Walk the vehicle, add services as you spot the work, and hand the customer a number before you leave the driveway.

Leads

Leads are inbound enquiries — from your booking page, your website form, or entered by hand. Each shows the contact details, the service asked for, the source it arrived from, and when it landed. Status chips tell you what has happened to a lead: whether it came in Online, and whether it has been Converted into a customer and an order. Tap New lead to record one you took over the phone. Convert a lead when the job is confirmed, and the customer record is created from the lead’s details.

Quotes on the web

Quote templates, sending, and expiry.

Leads on the web

Lead sources, routing, and conversion.

Website lead capture

Getting your site’s form into this list.

Booking page

Let customers book themselves.