Missed opportunity value
£8.4k
Main build skeleton
Stop trade work slipping through the admin gaps.
A practical office system for UK trade companies: lead capture, quote follow-ups, review request drafts, document approval and weekly missed-opportunity control.
Quote follow-ups due
14
Pending intake
23
Drafts awaiting approval
7
Today’s work
One clear queue for leads, quote chasing, reviews and documents.
Chase boiler quote
Review new website enquiry
Approve review request
Attach receipt to job
Quote follow-ups
Missed opportunity tracker for slow quotes and old enquiries.
| Ref | Client | Age | Value |
|---|---|---|---|
| Q-2041 | R. Singh | 12 days | £4,920 |
| Q-2048 | The Old Bakery | 8 days | £1,180 |
| Q-2050 | A. Lewis | 5 days | £2,760 |
Skeleton status
What still needs finishing to turn this into the real app.
1. API layer
Wrap the existing CRM/router scripts behind stable app contracts for dashboard, intake, clients, jobs, docs and outbound drafts.
2. Review workflows
Make every risky write explicit: promote, ask, hold, quarantine, approve draft, send only after approval.
3. Responsive UI
Desktop for office control. Mobile for capture, today’s work, quick review and client/job lookup.