Home/Lead Tracking Dashboard
Service Detail
Lead Tracking Dashboard
- Automatically Collects Data
- Keeps All Enquiries Organised
- Win More Jobs
Know exactly what happens to every enquiry.
Most trades receive enquiries across multiple places.
Instagram.
Facebook
WhatsApp.
Website Forms.
Missed Calls.
After a few days, it becomes impossible to remember:
- Who you replied to
- Who you quoted
- Who booked
- Who never replied
That’s where leads get lost.
TradeForm fixes this with a simple lead tracking dashboard.
How It Works
- Every enquiry is captured automatically: When a customer submits a quote request, it is logged instantly in your dashboard. No copying messages. No screenshots. No searching through inboxes.
- Each enquiry has a clear status: Every lead moves through a simple pipeline. New → Contacted → Quoted → Booked → Lost. You can instantly see where every job stands.
- Nothing gets forgotten: Instead of scrolling through messages trying to remember who asked for a quote, everything is tracked in one place. You’ll always know – Who needs a reply. Who needs a quote. Who booked the job. Which enquiries went cold.
What The Dashboard Shows
Your lead tracker includes:
- Customer name and contact details
- Job type
- Location
- Photos and job description
- Status tracking
- Complete enquiry history
Everything organised in one place.
Why This Matters
Most trades don’t lose work because of skill.
They lose work because enquiries are buried in messages.
The dashboard ensures every enquiry is visible, organised, and actionable.
The Result
No lost enquiries.
Faster responses.
More jobs booked.
Structure turns enquiries into revenue.
FAQ
We're here to help
Most setups are completed within 24-48 hours once we have your business details and service list. We build your custom landing page, connect your QuoteSharp form, test the automations, and ensure enquiries are flowing straight to your phone instantly.
No. Everything is fully done for you. You don't need a website, a login portal or any technical experience. TradeForm handles hosting, form setup, updates and support, so all you need to do is receive qualified enquiries and quote jobs.
The enquiry is automatically:
- Sent to your phone instantly via email or SMS
- Logged in your personalised lead sheet
- Pre-filtered so you only receive real, high intent-enquiries
No spam. No time-wasters. No back-and-fourth DMs.
Your monthly retainer covers:
- Hosting your landing page + QuoteSharp system
- Automatic lead sorting + notifications
- Unlimited edits/updates for your form
- Full system maintenance & troubleshooting
- Priority support whenever you need changes
Simple, predicatable pricing with no hidden fees.
Yes. Our platform supports API integrations with popular CRMs, ERPs, marketing tools, and more.
