Dashboard
Pipeline Snapshot
Action Required
Contractor Documents Expiring
Recent Enquiries
Pipeline
Calendar — Upcoming Works
All Enquiries
| Ref | Date | Company / Contact | Property / Town | Type | Stage | Follow-up | RF Quote exc VAT |
|---|
Contractors
Bulk upload: drop PQQ workbooks and insurance/accreditation PDFs here. The CRM will match each file to a contractor by filename and auto-extract dates & cover amounts where possible.
Changelog