Find a company
Type a name to jump straight to it. Tap a result to open the full profile.
Date range
Filters everything based on calls. Company totals and the pipeline always show where things stand today.
Pipeline
Where every company stands right now — not affected by the date range.
Call outcomes
What happened when you dialled, within the chosen dates.
How you rated them
Your own read on each company, regardless of where it sits in the pipeline.
Follow-ups due
Anything logged as Follow up, plus every next action you dated. Soonest first, undated last.
Company register
Every supplier you have found, called, or shortlisted.
| Company | Categories | Phone | Status | Rating | Calls |
|---|
Log a call
Pick who you dialled, then capture what they said while it's fresh.
Call result
Follow-up & notes
Call log
Every dial, newest first.
| Date | Company | Outcome | Next action | Caller |
|---|
Add a sub-category
New sub-categories appear straight away wherever you pick services.
Current sub-categories
The number beside each one is how many companies use it. Tap the cross to delete.
Reset
Puts the category list back to the original set. Companies keep any sub-category that still exists afterwards.
Server connection
This portal reads and writes straight to the server. Everyone signed in sees the same data.
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Refresh data
Reads everything back from the server. Use it if someone else has been working while this page was open.
Activity
Newest first. Clears when you reload.
Export
Open the CSV files in Excel. The JSON backup restores everything exactly as it is now.
Restore a backup
Loading a backup replaces everything currently on this device.
Sample data
Eight example suppliers are loaded so the dashboard has something to show. Remove them once you start calling real companies.
Start over
Deletes every company and call stored on this device. Export a backup first.