Rosa Delgado
Roof repairWebsite form
Call todaySample
Free sample tool
Keep every customer and job on one board
Add a lead, move cards from new lead to estimate sent to won, and see who needs a call back today. It is the kind of customer board we build into office software. Sample customers, nothing is saved.
Any businessTry it
- Takes
- About a minute
- Sign-up
- Not needed
- Your data
- Sample data only. Nothing is sent or saved.
From a private client system: Contractor office system (in production)
Try it
Move a sample customer along
Five columns, from a new lead to a won or lost job. Drag a card on a computer, or use the buttons on a phone. Stuck? Press Show me how in the window.
Customer sales board
Sample data
Sample data · nothing is sent or saved
Every customer, one board
Sample customers of a home repair company. Move them along as jobs move.
- 3New lead
- 2Contacted
- 2Estimate sent
- 1Won
- 1Lost
- 3To call today+ 1 overdue
New lead
3 leadsKen Okafor
Gutter cleaningPhone call
Follow up: TomorrowSampleBeth Lindqvist
Deck buildGoogle ad
Call todaySample
Contacted
2 leadsSam Patel
Kitchen remodelReferral
Follow up: In 2 daysSampleJoanne Price
New windowsWebsite form
Follow up: 1 day overdueSample
Estimate sent
2 leadsMarcus Lee
Interior paintingPhone call
Call todaySampleNora Haddad
Roof repairGoogle ad
Follow up: In 3 daysSample
Won
1 leadTom Brennan
Deck buildReferral
Job wonSample
Lost
1 leadAlice Moreau
Gutter cleaningWebsite form
Lost because: PriceSample
New lead3 leads
Rosa Delgado
Roof repairWebsite form
Call todaySampleKen Okafor
Gutter cleaningPhone call
Follow up: TomorrowSampleBeth Lindqvist
Deck buildGoogle ad
Call todaySample
Contacted2 leads
Sam Patel
Kitchen remodelReferral
Follow up: In 2 daysSampleJoanne Price
New windowsWebsite form
Follow up: 1 day overdueSample
Estimate sent2 leads
Marcus Lee
Interior paintingPhone call
Call todaySampleNora Haddad
Roof repairGoogle ad
Follow up: In 3 daysSample
Won1 lead
Tom Brennan
Deck buildReferral
Job wonSample
Lost1 lead
Alice Moreau
Gutter cleaningWebsite form
Lost because: PriceSample
On a computer, drag cards between columns or use the arrow buttons. On a phone, pick a stage from the list. Nothing here is saved or sent.
Step by step
How to use it
The same steps the Show me how button walks you through in the window, one at a time.
Everything at a glance
See how many customers are at each step and how many need a call back today.
Add a lead in seconds
Took a phone call? Add the name and what they asked about. It lands in New lead.
Each card is a customer
It shows what they asked about, where they found you and when to call back. Gold means call them today.
Move cards as jobs move
Drag a card to another column or use the arrow buttons. On a phone, pick the stage from the list. The next call-back day is set for you.
Know why jobs are lost
Marking a lead lost asks for a reason, so you can spot patterns later, like losing on price.
The real thing
What the real version does
The office software we built for a home-exterior contractor runs a board like this on the owner’s phone.
Website leads arrive on their own
Chats and booking requests from the website become customers and jobs by themselves, tagged so the urgent ones stand out.
Nothing is thrown away
Customers are archived, never deleted, and every note and change to a job is kept with its date.
One tap after each call
Buttons for called, no answer and inspection booked add the note and set the next reminder in one tap.
Questions
Common questions
Is this a full CRM?
It is one screen of one. The software we build around it adds the calendar, reminders, each customer’s full history and leads from your website.
Is anything saved?
No. The customers are made up, and your changes are forgotten when you leave the page.
Under the hood
How it's built
For the technically curious. This is part of our custom software work.
Each card is a customer with a stage, where they found you and a call-back date. Moving a card sets the next call-back day for its new stage, and marking a job lost asks for the reason, so patterns like losing on price show up later.
Cards move by dragging on a computer, or with buttons and a stage list on a phone, so the board also works with a keyboard and a screen reader.
Next step
Want one like this for your business?
Tell us how your business runs today. We reply by email or phone with questions or a written proposal.