Keep every enquiry visible
See potential jobs together, with the customer and what they need.
SALES OPPORTUNITIESMore enquiries.
More enquiries.
More booked jobs.
See every potential job, know who needs a follow-up and keep enquiries moving from first contact to a yes.
KNOW WHAT NEEDS ATTENTIONLess guessing.
Less guessing.
A clear next step for every enquiry.
When you’re busy doing the work, it’s easy to lose track of a quote or forget to call someone back.
Follow up with confidence
Know who’s waiting on a quote, a reply or a call from your team.
See which jobs you’ve won
Track accepted quotes and keep the next step clear for everyone.
A LOCAL PLUMBING EXAMPLEFrom “Can I get a quote?”
From “Can I get a quote?”
to “Let’s book it in.”
Choose a stage to see how one enquiry becomes a booked job.
New
A new enquiry, ready for action.
Sarah asks about a hot water repair. Save the enquiry with her details so it’s ready to follow up.
Hi, our hot water isn’t working. Can you give me a quote?Illustrative example — stages and follow-up are set up to suit your business.
Questions about Opportunities?
What is a sales opportunity?+
It’s a potential job you’re following up. Keep the customer, the job details and the next step together until they decide to go ahead.
Can I use stages that suit my business?+
Yes. Set up stages around the way you work, such as new enquiry, quote sent, follow-up and won.
Can I see customer messages with the enquiry?+
Customer details and conversations stay connected in Brandroof, so your team can pick up with the right context.
Can Brandroof remind me to follow up?+
You can organise reminders and follow-up. Automatic follow-up needs to be set up for your business.
Does winning an opportunity book the job automatically?+
Marking an opportunity as won records that the customer has agreed. You can then organise a booking; automatic next steps depend on your setup.
Can my team use it from their phones?+
Yes. Your team can check opportunities and keep customer details up to date from the mobile app, with the access you’ve given them.
Give your next enquiry
a clear way forward.
Keep your leads, quotes and follow-up organised with Brandroof.
Ready to grow
with Brandroof?
Connect your customers, conversations, marketing and payments in one practical business platform.