How it works
Six steps — the same ones you already take, organised and visible in one place.
New leads arrive via your public enquiry form or added manually. Each one lands in your inbox with customer details already attached — ready to act on.
Sarah M. — Bathroom refit enquiry
Received today · Ready to act
Turn the enquiry into a customer record in one click. Name, address and notes carry through — no double entry.
Sarah Mitchell — 14 Elm Close, Bristol
Customer created · Quote ready to build
Add line items, apply VAT and send a PDF. Customers accept via a secure link — no account required on their end.
Bathroom refit — £3,200 incl. VAT
Sent · Awaiting acceptance
Once accepted, schedule the job and track it through your pipeline — Booked, In progress, Complete.
Bathroom refit — Tue 14 May · 08:00
Booked · In pipeline
Raise an invoice directly from the completed job record. Customer and job details are pre-filled — one click to send.
INV-041 — Bathroom refit — £3,200
Sent · Awaiting payment
Payment status is visible across all invoices. Set your overdue interval once and Flowtrail handles the reminders.
INV-041 — £3,200 · Paid in full
Job complete · Invoice settled
Free trial included. No credit card required.