Customer Management
Keep every client, contact and enquiry in one place, with each job's history on one record. Send booking reminders automatically, and share a read-only Gantt chart so clients can follow their job.
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Team Alignment on Jobs, Deliverables & Operations
OpSpot gives teams clarity on tasks, locations and deadlines. When everyone knows what, where and when, projects run more smoothly.
That clarity reduces confusion and keeps people accountable, for you and your customers.
Track Every Lead from Enquiry to Job
Add each enquiry with its client, address, budget and source, then view, filter and sort your leads and move them through your own stages and statuses.
A won lead is already the project, so nothing is retyped. Lead reports show which work you win and lose, and why.
Never Miss a Follow-up with Action Tracking
Add actions such as calls, emails and meetings for each lead, with an owner and a due date.
See them on the calendar and the actions board, and get a daily email of what's due.
Keep Clients Informed Without the Phone Calls
Share a read-only Gantt chart for one project through a link that can expire. It shows the job number, not your other jobs or internal notes.
Booking reminders go to the client automatically, using your own email templates, so they know when the trades are coming.