The Contractor / Module 11
Site CRM: enquiry to contract
Every enquiry, quotation and follow-up on one register — priced from your own rate library, and converted to a project without re-entry when the work is won.
- Estimator
- Business development
- Director
On a contractor’s desk. The enquiry you priced in March is the project you bill in June — same lines, same rates, on one record. The margin was computed before the quotation went out, and the BOQ the measurement book bills against is the one the client accepted.
What it holds
Enquiry and lead register
Every enquiry with its source — reference, repeat client, tender portal — its owner and its next dated follow-up, so the pipeline is a register rather than a WhatsApp thread.
Quotations priced from the rate library
A quotation built on the same rates and analyses the estimating desk maintains, with the margin computed before it is sent — never discovered after the work is won.
Quotation revisions on the record
Each revision a numbered version with its date and what changed; the original preserved; margin compared across versions before the final price goes out.
Enquiry to project, without re-entry
A confirmed quotation carries its BOQ, rates and client into project creation — the same records the measurement book then bills against, with nothing typed twice.
What it produces
- Pipeline value by stage and by source
- Win rate and margin by client and work type
- Quotation-to-contract conversion on the record