PIPELINE

See every deal in motion

Quote sent, quote opened, quote accepted, deposit paid, job booked, job done, paid. Every customer in your pipeline visible at every stage.

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Sendatradie platform

DRAG-STAGE KANBAN

Move deals visually

Lead, quoted, accepted, scheduled, complete, paid. Drag a card to move the stage. Pipeline status always live.

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Sendatradie DRAG-STAGE KANBAN
Sendatradie AGEING ALERTS

AGEING ALERTS

Stuck deals surfaced

Card sits in quoted for over five days, the system alerts you or auto-fires a follow-up SMS. No deal dies in inbox.

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QUOTE TRACKING

See when they opened it

See when the customer opened the quote and how long they spent. Time the call right, win more deals.

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Sendatradie QUOTE TRACKING
Sendatradie WIN-RATE ANALYTICS

WIN-RATE ANALYTICS

Find the funnel leaks

Win rate by tech, by job type, by customer source. Find the leaks in the funnel and fix them.

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AUTO-CHASE

No quote dies in inbox

Day-3 SMS, day-7 email, day-14 phone task. Quote does not die because nobody followed up.

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Sendatradie AUTO-CHASE