Leads management
Every enquiry, priced before you commit.
Track leads from first call to signed fee proposal. Build the fee up by stage, see it as a percentage of build cost, then convert the lead into a live project — with the fee already loaded and ready to track against.
Free plan: one project, one user. Current plan inclusions and terms are on the pricing page.
The problem
Enquiries end up in an inbox, a notepad, and a fee spreadsheet nobody can find. By the time the job lands, the numbers behind the fee are gone.
Capture the brief while you’re still on the phone.
Client, address, construction budget, who’s chasing it, and what was said. One record per enquiry, updated as the conversation moves.
- Status and lead date on every record
- Assigned to a person, not the whole studio
- Fee proposal issue date tracked against the lead
Build the fee by stage, not by guesswork.
Set people, hours and rate against each phase. Rosco works out days, subtotals, the stage share of the fee, and what the whole thing lands at as a percentage of build cost — so you know the fee is defensible before it leaves the studio.
- Standard phases from feasibility to post-construction
- Different rate per phase, per person count
- Notes per stage: site visits, options, hourly, TBC
- Live % of build cost including margin and GST
Won the job? Convert the lead into a project in one step.
The client details, address and budget carry across. Every line of the fee calculator lands in the project’s Fees, stage by stage, as the budget your timesheets track against. Nothing is retyped and nothing is lost between the proposal and the project.
The rest of it
Status pipeline
Active, fee proposal issued, won, lost. Filter the list by status or lead date to see what’s still open.
Ownership
Assign each lead to whoever is following it up, so nothing sits unanswered for a fortnight.
Conversation history
Notes per lead, dated. The context behind a fee is still there twelve months later.
Fee proposal tracking
Record when the proposal went out and see which ones have gone quiet.
Rates that match your studio
Hourly rates by phase and by person count, with per-stage notes for scope caveats.
Pipeline value
Fee totals across open leads, so the next quarter isn’t a surprise. Feeds straight into cashflow.
Stop quoting jobs in a spreadsheet.
Free plan: one project, one user. Current plan inclusions and terms are on the pricing page.