Customers & Jobs
Available nowFrom first enquiry to the job being paid, one record tells the story.
Every customer gets one record: how they found you, every conversation, every quote and every job, in the order it happened. Quotes are linked to the enquiry that asked for them, and finished jobs record what they actually earned.
This is for you if…
Your customer list lives in a spreadsheet, a phone and your head
Quotes go out as PDFs and nobody knows which are still open
Accepted work is re-typed into a job sheet
You're not sure which jobs actually make money
The problem
The history of your best customers is in someone's memory.
When the person who knows a customer is off, the next call starts from zero. Quotes are sent and forgotten. When a job finishes, nobody records the final price or the materials it used — so you never find out which kinds of work are worth chasing.
- Customer details copied between spreadsheets
- No record of who said what, and when
- Quotes tracked in a sent folder, if at all
- Job costs and final revenue never compared
What an untracked quote book costs
Worked example- Quotes sent a month
- 25
- Never followed up
- 7
- Would have accepted with a nudge
- ≈ 2
- Average quote value
- £3,200
- Work left on the table monthly
- ≈ £6,400
Illustrative worked example. B2B Brain shows you the real figures from your own quote book.
How B2B Brain solves it
A 360° customer record, and a quote-to-job trail that finishes with money.
John Smith
Customer since March · via Google
Open leads
1
Open value
£6,500
Revenue to date
£4,800
Contact methods
- john.smith@example.comprimary
- 07700 900123phone
- WhatsApplinked
Possible duplicate: “J Smith” shares this phone number. Not merged.
Activity
- Note addedSite visit completed · Sam
- Quote acceptedQ-0142 · £4,800
- Job completedRevenue recorded
Quote Q-0142
Accepted£4,800
Roof replacement · John Smith
- CreatedMon 09:12
- SentFri 16:40
- AcceptedMon 10:16 · lead won
Job · Completed
Example data- Agreed price
- £4,800
- Costs
- £2,950
- Revenue
- £4,800
- Gross profit
- £1,850 39%
What changes in your business
Before and after.
Searching three places before calling a customer back
Search by name, email or phone — full history on one screen
Duplicate customers under slightly different names
A warning before a duplicate is created. Nothing merged by surprise.
“Did we ever hear back about that quote?”
Every quote's status, and how long it has waited
Profit guessed at year end
Revenue, costs and margin on every completed job
A day with it
What Customers & Jobs looks like in practice.
09:05
A returning customer calls. Their record shows two past jobs, £6,300 spent and a note about side access.
11:40
Quote Q-0142 for £4,800 is created from the lead in under a minute.
15:20
The customer accepts. The lead is marked won and the job is ready to schedule.
Two weeks later
The job is completed: £4,800 revenue, £2,950 costs, 39% margin — recorded against the source that found it.
Why it works better inside B2B Brain
A standalone tool sees one part of the journey. B2B Brain sees all of it.
Fed by the inbox
Every message and call lands on the right record without anyone copying it across.
Connected to your website
The customer record shows the visit and campaign that started the relationship.
The basis for analytics
Because jobs record real revenue and costs, B2B Brain can tell you which sources and job types actually pay.
FAQ
Questions about Customers & Jobs.
Import from a spreadsheet is planned. Today you can add customers manually or they're created from enquiries.
Financial detail follows roles: owners, admins, managers and accountants can record costs; staff see the work, not the margins.
From first enquiry to the job being paid, one record tells the story.
Customers & Jobs is included in every plan, with a 14-day free trial.
14-day free trial · No card needed · Community and Vlog always free