Pick why, then when — we'll notify you at that time.
Update status
Account
Business name
SMS notification numbers
Saved
Log out
Help
Using your portal
What do the coloured filter tabs mean?
Each tab filters your leads by status: New, Contacted, Survey Booked, Quote Sent, Won or Not Progressing. Tap "Hot leads" to see leads that haven't been actioned recently and need attention.
How do I update a lead's status?
Tap any lead card to open it, then use the status buttons to move it through your pipeline — from New through to Won or Not Progressing.
What does the bell icon do?
It enables push notifications on this device, so you get an alert the moment a new lead comes in — on top of the text message you already receive.
What's the search icon for?
Tap it to search your leads by name, phone number, email or postcode.
What does the + button do?
Add a lead manually — handy for enquiries that come in by phone rather than through your website or ads. If Your Quotes is active, you can also start a new quote from here.
How do I switch between businesses?
Tap your avatar in the top-left corner. If your portal covers more than one business, you'll see a list to switch between — leads, stats and filters update to that business straight away.