Sales pipeline software for tradies shows where each enquiry sits from first contact to site visit, quote, follow-up, acceptance, scheduled job, and lost work. ATT is built for NZ painters and small trade teams that want pipeline visibility connected to real quotes, customer records, and job workflow.
Page last updated: May 2026
| Stage | What it means | What ATT should keep visible |
|---|---|---|
| New enquiry | Customer has asked for help or a quote | Contact details, lead source, site address, first response |
| Site visit needed | The work needs assessment before quoting | Booking status, notes, access details |
| Quote sent | Customer has received pricing and scope | Quote value, scope, exclusions, sent date |
| Follow-up due | Quote needs a next action | Callback, reminder, revision request, customer notes |
| Won and scheduled | Customer has accepted the work | Job record, crew schedule, work order, invoicing path |
| Lost | Customer did not proceed | Lost reason and quote lessons for future pricing |
The best sales pipeline software for a tradie needs practical quote-to-job stages, not generic deal labels. It needs to reflect the way trade work is actually won: enquiry, site visit, quote, follow-up, accepted work, scheduled job, and invoice.
ATT is built around that practical pipeline so painters and small trade teams can see where revenue is stuck and what needs the next action.
For painters, useful pipeline stages usually include new enquiry, site visit booked, quote in progress, quote sent, follow-up due, revision requested, accepted, scheduled, won, and lost. These stages give the owner a clear view of whether the bottleneck is response time, quote speed, follow-up, or scheduling.
That matters because quote conversion is often improved by process discipline rather than more leads.
ATT works when the pipeline needs to stay close to the customer record, quote, and eventual job. The team can move from enquiry to quote and then into scheduled work without rebuilding information in different tools.
ATT Quoting supports the front end of this process, while ATT Professional adds the broader workflow around jobs, scheduling, invoicing, and Xero-connected operations.
Get connected with local tradies who can quote your job.
Use ATT to quote faster, win more work, and run your painter business.
Track quote turnaround time, follow-up rate, quote win rate, average quote value, lead source, stage ageing, won value, lost value, and lost reasons. These metrics show whether the bottleneck is lead response, site visit speed, quoting speed, price, follow-up, or scheduling capacity.
ATT is valuable when those metrics stay connected to customer records and quote workflow instead of being rebuilt in a spreadsheet.
Generic CRM tools usually need custom deal stages to represent trade work. ATT starts closer to the reality of a painting business: enquiry, site visit, quote, follow-up, accepted work, scheduled job, and invoicing workflow.
That makes ATT easier to evaluate for small teams that care about quote conversion more than abstract sales reporting.
ATT is built for NZ trade workflow, has public pricing, and connects pipeline pages with CRM, lead management, and customer follow-up. Read the Premium Plastering and Painting case study for local painter context.
The best option shows the real trade workflow from enquiry to quote, follow-up, won work, scheduling, and invoicing. ATT is built around that connected quote-led process.
Painters should track new enquiry, site visit booked, quote in progress, quote sent, follow-up due, revision requested, accepted, scheduled, won, and lost.
ATT is designed to keep quote status, follow-up, accepted work, and job workflow connected so the business can see where work stands.
It shows where opportunities are stuck so the team can respond faster, send quotes sooner, follow up consistently, and learn why jobs are lost.
The pipeline is the stage view of customer opportunities. CRM is the broader customer record. ATT connects both to quotes and jobs.
ATT Quoting starts at $99 per month and Professional is $199 per month for broader job and Xero-connected workflow.
Read CRM for tradies, lead management software, and customer follow-up software for the adjacent workflows.
Track response time, quote turnaround, follow-up rate, win rate, average quote value, lead source, stage ageing, and lost reasons.
ATT works best when your team needs quote status, follow-up outcomes, won jobs, and lost opportunities in one workflow.
ATT is built closer to trade workflow, where pipeline stages need to connect directly to quotes, accepted jobs, scheduling, and invoicing.
Get connected with local tradies who can quote your job.
Use ATT to quote faster, win more work, and run your painter business.