Every live job on a single board.
A walk through the CRM, stage by stage, on the real screens. Names are sample data. Claim a lead in one tap, see the grants that apply to each enquiry, send a quote with the grant shown separately, and watch the paperwork dates and the follow-up emails run by stage.
Recorded on the CRM with sample data, 23 October 2026, no sound. One job, Declan Fogarty, from Enquiry to Aftercare in 87 seconds: Enquiry, Contacted, Survey booked, Surveyed, Quote sent, Deposit paid, Paperwork, Install booked, Installed, Commissioned, Paid, Aftercare.
Step through the eleven stages.
From the first enquiry to aftercare. Step through the stages to see what the CRM does at each one. We are finishing it now; names are sample data.
Enquiry
Every enquiry shows the grants that apply, with the source and the date they were checked.
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