explore Our Task Editor
Hello! On the image below you will find interactive hotspots that can be clicked to explore each section of our lead task editor in greater detail. Simply hover or click to explore!
Primary Lead Contact
Our fully integrated phone system ensures you’ll always get clarity on customer interaction.
In addition, our recorded messages and key email triggers help convert more leads and keep your customers in the loop.
Lead Status
Assign and view the current status of the lead to keep track of your jobs.
Get clarity on the jobs that require your attention and apply a sub-status to those jobs that require a little more context.
Vehicle Information
Vehicle Make, Model, Age, Drivetrain, Weight, and Engine size are provided so you know the exact spec of each vehicle enquiry.
You’ll also see a system valuation based on your price per tonne. This will give you a target price that you’ll aim to pay (as a guide).
Collection Location
View the current location of the vehicle and provide an accurate estimate of collection times for won vehicles.
See where the vehicle is on a map and adjust your offer to the customer accordingly.
booking Time & Date
Create a booking ticket for your collection drive by marking up this field.Â
Add the customer agreed time and date to ensure a hassle-free collection.
Fact Finding
Our handy fact-finding provides an ideal workflow for handling enquiries.
Log the vehicle condition, mileage, finance and insurance category, and other essential collection details such as logbook, keys and Photo ID.
Payment Details
Ensure your business is KYC compliant.
Safely secure a customer’s contact details against their job so you can effectively manage information storage without needing pen and paper.
Book A Follow-up
Stay on top of enquiries by booking follow-ups with a customer.
Seamlessly integrated within the job, you can set a priority level and a date and time for added clarity.