Add each inquiry
Select “Add inquiry” for every call, form or referral. A reference is filled in for you.
Free tool · Customers & Quotes
Free customer inquiry and estimate tracker for trade businesses
Keep every inquiry, estimate and next action in one simple list. Add the jobs you are chasing, choose the columns that suit how you work, then download or print a copy whenever you need it. No sign-up.
Your data stays on this device
Your tracker is saved only in this browser on this device. Nothing is sent to us. Clearing your browser data or switching devices will remove it, so export a copy regularly. Do not store card numbers or passwords here.
Your tracker
No inquiries yet. Add the first call, form or referral you are chasing.
Choose columns
Hide columns you do not need, rename them, or add your own. Reference, Customer name and Stage always stay on.
- Always shown
- Always shown
- Always shown
How to use this
Set a next action
Give each item a next action, a person responsible and a date, so nothing relies on memory.
Update the stage
Move items from new inquiry to visit, estimate sent, accepted or declined, and tick Done when finished.
Keep a copy
Download the CSV for Excel, copy into Google Sheets, or print it for the van or office wall.
Not sure whether a spreadsheet is enough for your business? Read CRM or Spreadsheet? for a plain-English way to decide.