Quoted is not won
The pipeline keeps quotation pending, quoted, won and booked distinct so the business can see what needs follow-up and what needs a date.
Quotes and job scheduling
The customer said yes.
Now make the hand-off clean.
A quotation should not disappear into sent email, and a won job should not wait in somebody’s memory to be scheduled. TradeStead keeps the decision, customer, property and work connected as the job moves towards a real calendar slot.
The website earns the opportunity. This private stage helps the business handle what follows.
Why connection matters
A calendar event without job context is only a coloured rectangle.
The useful schedule connects the appointment to the customer, work, property and current stage. That reduces the scramble for the original message before leaving for the job.
Won is not yet scheduled
A dedicated attention queue prevents accepted work from becoming an invisible promise with no calendar slot.
Rescheduling changes reminders
Moving an appointment must move its future reminder and prevent the old slot from triggering a misleading alert.
The phone is the working screen
Day and week views need thumb-friendly controls, readable job summaries and direct access to the underlying record.
The working route
A visible route from quotation to arrival
Each stage keeps the useful context from the one before it. The business sees a changing record, not five disconnected copies.
- 01
Prepare the next action
Record whether the enquiry needs a quote visit, a written quotation or more information.
- 02
Track the quotation
Keep the value and sent state attached to the job while follow-up remains visible.
- 03
Record the decision
A won job enters the scheduling queue; a lost job keeps an honest reason without cluttering the active view.
- 04
Book the real slot
Choose date, time and duration from the working calendar, preserving the customer and property context.
- 05
Prepare the day
Today’s appointments and a timed reminder make the next visit obvious without duplicating the whole pipeline.
Boundaries built in
Time and money remain separate facts.
A quote is not turnover
Quoted pipeline, booked value, invoiced value and manually confirmed payment should be reported separately.
No invented appointments
Won work remains unscheduled until the owner supplies or chooses a genuine date and time.
Duplicate-safe reminders
Scheduled alerts need durable references so retries do not repeatedly notify the same appointment.
The complete journey
This stage works because
the others remain connected.
Straight answers
What this stage does.
And what it does not.
Can TradeStead send quotation follow-ups?
The system can surface and notify follow-ups at agreed elapsed intervals while the record remains in the quoted stage. A status change stops irrelevant future reminders.
Does it replace my phone calendar?
TradeStead provides a business calendar tied to the job record. Whether an external calendar remains connected depends on the agreed implementation and workflow.
Can a quote visit and a booked job appear differently?
Yes. Appointment type remains part of the record so the calendar and reminder can make clear whether the visit is for assessment or for carrying out work.
What happens when a job is cancelled?
Cancelling or changing the booking should update the active calendar and prevent future reminders for the old appointment while preserving the record history.
Build around the real day
Your workflow first.
Software second.
Show us how a genuine job currently moves from enquiry to completion. We will identify the hand-offs worth connecting and the tools that should remain.