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jobwin

Capture

Lead management software

Every enquiry down, decided on and followed up. None of them on a sticky note.

New enquiry takes a name, a number and what they need while the customer is still talking. The lead waits in New leads until someone decides it is worth chasing, and from then on it always has one next action with a date, listed in To-do with everyone else’s.
Book a demoSee how it works
  • Three things to capture an enquiry
  • Qualify or park with a date
  • One next action per lead
  • Overdue, Today, Tomorrow, This week, Later
  • CSV import with duplicate checks
app.jobwin.cloud
The jobwin Leads list on the New leads view: each enquiry with its contact, phone numbers, email and what they need.

The problem, then the record

Three ways enquiries go missing

  1. 01On a spreadsheet

    The phone rings on a job. The number goes on the back of a receipt and the receipt goes in the van.

    With jobwin

    New enquiry on the phone: a name, a number and what they need. If the number is already on file, it links to that customer by itself.

  2. 02On a spreadsheet

    Every enquiry goes straight on the list, so the list fills with tyre-kickers and nobody trusts the totals.

    With jobwin

    New leads wait for a decision. Qualify one and it joins the pipeline and the forecast; park one as not interested with a date to try again.

  3. 03On a spreadsheet

    A lead gets a call, then nothing, because nobody wrote down what was supposed to happen next.

    With jobwin

    Every open lead has one next action with a date. Ticking it off asks what is next, so a lead is never left with nothing planned.

New enquiry

Captured while they are still on the phone

The New enquiry button is on every screen, and a plus button on a phone. It needs a contact name, a phone number or email, and what they need. Company, address, lead source, estimated value, tags and priority can wait behind “Add company, address, source & more”.

  • Under 15 secondsThe app’s own promise on its Home screen: “Phone ringing? Capture it in under 15 seconds.”
  • Linked to the customerA phone number or email that matches an existing customer links the enquiry to them.
  • Scan a business cardPoint the camera at a card’s QR code and the contact fills itself in.
The New enquiry form on a phone, filled in with a contact name, a mobile number and what they need.
A name, a number and what they need. Save & open, or Save & add another.

Leads

Decide which enquiries are worth chasing

New leads sit in their own view until someone looks at them: “Is this one worth chasing?” Qualify it to the pipeline, or mark it not interested with a reason and a call-back in 1, 3, 6 or 12 months, on a date, or never. The Leads list has saved views for everything else.

  • Ten saved viewsNew leads, In pipeline, Due to chase, Quotes >7 days, Stale leads, My leads, Not interested, Won, Lost and Archived.
  • Your own columnsPick the columns, save the view, and make it the one you sign in to.
  • Bulk actions and exportAssign, move, tag, archive or export a selection to CSV.
app.jobwin.cloud
The Leads list with its saved views along the top
New leads waiting for a decision, with every number and need on the row.

To-do

One next action per lead, listed by day

Every new lead starts with “Make first contact”, due now. Each next action has a date, and To-do lists them all in five tabs: Overdue, Today, Tomorrow, This week and Later, with case deadlines and call-backs beside them. Done asks “What’s next?” before it closes.

  • Mark done or snoozeTick it off, or snooze it to tomorrow, from the list itself.
  • Come back toLeads lost for timing wait in Later with a Re-open button on the day.
  • Nothing overdue unseenThe bell counts overdue follow-ups and cases, and opens To-do.
app.jobwin.cloud
The To-do list on the Today tab, with each lead’s next action and when it is due
Overdue, Today, Tomorrow, This week and Later: what to do, in order.

Connected to

Where this record goes next

Every part of jobwin writes to the same record, so what happens here shows up in these.

Honest limits

Lead management, precisely

A new enquiry needs three things: a name, a phone number or email, and what they need. The form shows five boxes because the office number, the mobile and the email are separate; any one of them will do.

Imported leads land in New leads, not in the pipeline, so they get the same decision as a phone enquiry. Import takes CSV files; an Excel workbook needs saving as CSV first.

The business card scanner reads QR codes (vCard and MeCard) from the camera. It does not read the printed text on a card.

FAQ

Frequently asked questions

Straight answers about capturing and following up leads in jobwin.

Still asking?

Bring the question to a demo, or email us.

sales@jobmate.cloud

Software that keeps every enquiry in one place from the first call until it is won or lost: who it is, what they need, what happens next and when. In jobwin that is New enquiry to capture it, Leads to decide on it, and To-do to make sure the next action happens.

See lead management on your own enquiries.

A walkthrough of jobwin with someone who knows the product, and straight answers about what it does not do yet.

Book a demoHow the demo works
app.jobwin.cloud