Lead capture
Every inquiry in one list — with the source tagged.
WhatsApp at 7pm, a missed call, a neighbour on the driveway — log them in seconds. Connect Gmail or Outlook and customer emails become leads on their own — we email them that you received it. Keep your website: use a TASXIO form and those inquiries come in too.
Tasks
Every inquiry, every channel.
Sarah Patel
WhatsAppBathroom leak under sink — needs urgent visit Friday
Tom Brennan
InstagramQuote for new outdoor decking, ~30m²
Mike's Cafe
PhoneBoiler service — annual contract renewal
Lisa Wong
EmailLoft conversion plumbing layout — please send brochure
Daniel Murray
FacebookReplied to ad — kitchen radiator move
Why it matters
Less admin, more jobs done.
Email and the website can arrive on their own
Connect Gmail or Outlook and customer emails become leads. We send them a short confirmation so they know it arrived. Put a TASXIO form on your site and those come in as website leads the same way. WhatsApp, Instagram, Facebook and phone stay in those apps — you log them in TASXIO so nothing lives only in a chat thread.
Nothing slips through
One list, sorted by recency. No more 'where was that WhatsApp from Tuesday?' or hunting through DMs.
Source-tagged from day one
Every lead carries its channel — WhatsApp, IG, phone, in person — so analytics later actually mean something.
Five seconds to log
Tap +, paste the message, pick the source, hit save. Done before the kettle boils.
How it works
Three steps from sign-up to running.
Add the lead
Capture name, contact, source and the gist. That's it — you can always add detail later.
Move it to the pipeline
Once you reply or send a quote, it slides into your pipeline as a deal.
Watch the channel data build
Every lead feeds analytics. After a few weeks you'll know which sources convert.
Pairs with
It's part of one connected flow.
Lead capture is the front door. Everything downstream — quotes, jobs, invoices, reviews — gets traced back to where the lead came from.
Where this fits
Where this sits in the job.
Leads, quotes, jobs, invoicing — then analytics.
- 01
Leads
Every inquiry in one list, tagged by where it came from.
Learn more - 02
Quotes
A branded quote the customer can accept on their phone.
Learn more - 03
Jobs
The board you work. The week you schedule. The crew on site.
Learn more - 04
Invoicing
Invoice from the job. The customer pays. Your accounts stay in step.
Learn more
Analytics
Every stage feeds the same picture: which channels pay, how fast you quote, what is going cold. Use it to spend time and money where the work actually is — not where it is loudest.
Try it free for 30 days.
Set up takes a few minutes. No credit card required.