WH Electrical & Solar Ltd · Stowmarket
Quote Pipeline
Dashboard
Possible spam
Website enquiries that look like sales pitches. They are not leads, have no WH ref and have not been sent any email. Nothing leaves here until you decide.
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Quote Builder
Client
Planner
My Week
Shows install jobs only - survey visits aren't listed here, as crew isn't tracked per survey in this app.
Pick who you are above to see your week.
Reviews & Referrals
Customer
Job completed
Review
Referral
Notes
Google reviews
Ad Spend & ROI
Month
Channel
Amount
Notes
Accreditations
Scheme
Renewal date
Status
Notes
Equipment calibration
Item
Next due
Status
Notes
Suppliers
Supplier
Contact
Supplies
Notes
Auto-applied per job once Won · manage templates
Job
Item
Status
Team contacts
Phone numbers used for the "WhatsApp" links on a job's crew list - any UK mobile format works (e.g. 07700 900111 or +44 7700 900111). "Rate card" says which Quote Builder worker each person is, so their number shows on every job they're crewing, whatever either name says. "Role": a Scaffolder can be picked on a job and gets only the scaffold details.
Name
Phone
Rate card
Role
Filed here since MCS asks to see these on a review - all editable in place.
Risk assessments
Training records
Item
Date
Provider
Status
Documents held
Category
Code
Title
Company structure
Person
Responsibilities
Complaints log
Complainant
Logged
Closed
Outcome
Data retention
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