Steel Funnel System
A CRM and job board built for tradies
No more sticky notes on the ute dashboard or lost scribbles.
Book a 15-minute system callThe reality for most tradies
The problem
Leads live in texts, emails, paper notebooks, and missed call logs. Stuff falls through the cracks and you forget who you promised quotes to.
The Steel Funnel build
Our fix
A simple visual job board on your smartphone. Move leads from 'New Enquiry' to 'Quoted' to 'Invoiced' with a swipe.
New enquiry
Customer + job type
Customer + job type
Quoted
Customer + job type
Customer + job type
Customer + job type
Invoiced
Customer + job type
One pipeline on your phone — swipe a card as the job moves
What's included in this build
Engineered specifically for Australian trade conditions and customer behaviour.
- 01Single pipeline view of every active job and enquiry
- 02iOS and Android phone app for you and your crew
- 03Complete customer history and past communications
- 04Automatic reminder alerts for outstanding quotes
- 05Syncs directly with your call and SMS system
Common questions
Do I need to be at a computer to use it?
No. It runs as an app on iOS and Android. Most operators work it entirely from the phone, moving a job from New Enquiry to Quoted to Invoiced between site visits.
Can my crew see it too?
Yes. The app covers you and your crew, so everyone is looking at the same pipeline instead of passing job details around by text message.
What happens to quotes I forget to chase?
The board raises reminder alerts on outstanding quotes, and the follow-up automations chase them on their own. A quote going quiet stops depending on you remembering.
Where does my customer history live?
Past communications and customer history sit against each record, and your call and SMS system syncs into the same place, so it builds in one location rather than split across your phone and your inbox.
Want this in your business?
Book a 15-minute call. We'll map out how this fits into your current workflow without disrupting your team on-site.