Sales Pipeline - Bramall Homes

Documentation

Coming soon

Report an Issue

support@theyardhub.co.uk

Version

The Yard Hub v1.0

Existing Client (for repeat work)

Select an existing client to auto-fill their details

First Name *

Last Name *

Email

Phone

Site Address

House Name/Number

Street Name

Town

County

Postcode

Project Type

Project Description

Short description used for project name (e.g., "Kitchen Extension")

Notes / Brief

Budget Range

Timeline

Source

Estimated Value (£)

Create a client directly without going through the lead/quote process. Ideal for repeat customers or verbal agreements.

Name *

Email * (will be portal login)

Phone

Address

Postcode

Company (if applicable)

Notes

The client has been added to the system. You can send them a portal invite from the Clients section when ready.

Client ID: -

Name: -

Email: -

Portal invite not yet sent

-

Name *

Email (cannot be changed)

Phone

Postcode

Address

Notes

Linked Projects

No projects linked

Confirm Client Details

Please ensure all client details are correct before converting. You can view or edit the lead details first.

Name: -

Project Type: -

Postcode: -

Value: -

View/Edit Lead

Pre-Qualification

Send the pre-qualification questionnaire to assess if this lead is a good fit?

Lead: -

Email: -

Score (1-35) *

7 sections × 5 points each = 35 max

Upload Completed Questionnaire (optional)

Click to select PDF

Client email: -

Send Lead Qualified confirmation email

Client email: -

Visit Date *

Visit Time *

Send confirmation email to client

Client email: -

Select Estimate to Send *

Select which estimate PDF to attach to the email

Date Sent *

Estimate Reference (optional)

Send estimate email to client

Will attach the selected estimate PDF

Confirm Skip

Are you sure you want to skip the site visit and move directly to estimating?

Site Visit Completed

The lead will move to Estimating stage to prepare an estimate.

Lead: -

Client email: -

Send Site Visit Thank You email

Lead Won!

Would you like to convert this lead into a project now?

Lead: -

New

Pre-Qualification

Qualified

Site Visit

Estimating

Estimate Sent

Won

Lost