Feature

A pipeline so quotes stop going quiet

Most lost work isn't lost to a competitor's better price — it's lost to a quote nobody followed up on. Floxa's pipeline gives you a visual view of every enquiry and quote in flight, so you know exactly what needs a nudge and what's about to close.

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Screenshot of the pipeline board with quotes moving through stages

Why it matters

See every stage at a glance

New enquiries, quotes sent, and jobs won or lost — laid out visually so nothing quietly falls through the cracks.

Follow up before it goes cold

Spot quotes that have been sitting untouched for too long and follow up while the customer still remembers asking.

Know your win rate

See how many quotes turn into jobs, so you know whether your pricing and follow-up are actually working.

Forecast the work coming in

A clear view of quotes in flight gives you a rough sense of what work — and revenue — is likely to land next month.

How it works

01

A new enquiry lands in the pipeline as soon as it comes in.

02

Move it through stages as you quote, negotiate and confirm the job.

03

Won jobs drop straight into scheduling — lost ones stay logged for next time.

Built for these trades

Frequently asked questions

Is the pipeline just for new customers?

No — repeat work and upsells for existing customers move through the same pipeline as new enquiries, so nothing depends on memory alone.

Can I see why quotes were lost?

You can log a reason when a quote is marked lost, building a picture over time of where you're losing work and why.

Does a won quote automatically become a job?

Yes — moving a quote to won carries its details through to scheduling, so there's no re-entering the job from scratch.

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