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Sales is where a deal starts. In the app it’s under Sales: Leads, Quotes, Sales Orders, Delivery Notes, Contacts and Invoices. Everything here you can also do by messaging Tia — the examples in italics show how.

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Leads

Sales → Leads holds enquiries before they become projects. See them as a Board — drag a card from one stage to the next — or as a List you can search and filter by status, pipeline, owner and date. Tiles at the top show your Open pipeline, Won, Win rate and Avg. deal size.

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Add a lead

Click New lead and fill in:
  • Contact — pick an existing customer or add a new one, with phone and email.
  • The deal — pipeline and stage, a description, the Estimated value, the Source (Google, referral, walk-in…), who it’s Assigned to, and an expected close date.
  • Photos — pictures of the job (JPEG, PNG or WebP, up to 10 MB each).
Click Create lead. It gets a reference like L-2026-0214. With Tia: “new lead: Khalid from Carpenco, villa fit-out, about 80k, came from Google”.

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Work the lead

Open a lead to see its Overview, Quotes and Timeline. From the top of the lead:
  • Create quote or Create invoice for it.
  • Convert to project when you win it — the contact, scope, address and value carry across.
  • Re-open (un-convert) if you converted by mistake, as long as nothing has been billed or spent on the project yet.
  • Archive lead to hide it without losing its history; Restore lead brings it back.
Add notes to the timeline, or tell Tia — “note on Carpenco: wants to start after Eid”. Ask “what’s the latest on Carpenco?” for its history.

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Pipelines and stages

The default Sales pipeline has New, Contacted, Qualified, Quoted, Won and Lost. Change the stages, or add pipelines, in Settings → Pipelines.

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Owners and follow-ups

Set a lead’s owner with Assigned to — on the form, or from the lead. The owner is who follow-ups go to.
  • On the lead’s Follow-up card, set What to chase, When and Who, and click Set follow-up. With Tia: “follow up on the Carpenco quote Monday, give it to Sami”. Without a name, it goes to the lead’s owner — or to you if it has none.
  • If an owned lead has no activity for 5 working days, its owner gets a task: “No activity on L-2026-0214 for 5 working days — worth a chase?” Notes, stage changes, quotes and follow-ups all count as activity.
  • Quiet leads nobody owns show up in the morning brief as ones to assign.

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Quotes

Sales → Quotes lists every quote — filter by Draft, Sent, Accepted, Declined, Expired or Invoiced. Click New quote, choose the customer (and the lead or project it’s for), and add your line items: search your catalogue or type a description, then set quantity, rate, discount and tax. Add section headings to group lines. Payment terms and terms & conditions come from your settings, and you can change them for this quote. Click Save as draft or Create quote. Open a quote to see it as a PDF, and to move it on:
  • Mark as sent, Mark accepted or Mark declined.
  • Create proforma, Create sales order, or Convert to invoice.
  • Collect a deposit — bill a percentage or amount up front.
  • Send to my WhatsApp — the PDF, to forward to your customer.
With Tia: “quote Carpenco 85k for the villa fit-out” — itemised or one line, even from a voice note. She sends you the PDF to forward. “Carpenco accepted” marks it accepted. “Which quotes are going stale?” lists the ones to chase. How quotes lead to proformas, sales orders, deposits and invoices is explained in Which document to use.

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Sales orders and delivery notes

Sales → Sales Orders holds confirmed orders. Create one with New sales order, or from a quote. Open it to Confirm it, Convert to invoice, and Create delivery note when goods go out. Sales → Delivery Notes lists every delivery; open one to Mark delivered. With Tia: “turn QT-2026-0042 into a sales order”, “invoice the rest of SO-2026-0015”. Delivery notes are raised in the app.

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Invoices

Sales → Invoices has two tabs: Tax invoices and Proforma. The tiles show what’s Outstanding, Overdue, Collected and in Draft; filter by Unpaid, Overdue, Partial, Paid and more. Click New invoice, choose the customer, dates and currency, add line items, and choose to Issue now or Save as draft. Open an invoice to:
  • Record payment when the customer pays.
  • Create a Payment link for card payment — see Card payments with Stripe.
  • Issue credit note or Void invoice.
  • Submit e-invoice, if e-invoicing is set up.
With Tia: “invoice Carpenco 12,000 for the June maintenance”, “who owes us money?”, “Carpenco paid 18k on INV-2026-0231”. Finance → Payments lists every payment received, and Record payment there lets you pick the invoice.

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Contacts

Sales → Contacts lists the people and companies you work with. Click New contact for a name, whether they’re a business or an individual, phone, email and — for tax invoices — their tax ID (TRN in the UAE), legal name and address. Open a contact to see their leads, projects, quotes, invoices and payments, and their Statement — every invoice, payment and credit with a running balance. Ask Tia “send me Carpenco’s statement” for the PDF.
  • Scan a business card — send the photo to Tia. She saves the contact and asks whether to open a lead.
  • Duplicates — Taskezy recognises a contact by phone and email, so the same customer isn’t saved twice. If duplicates slip in, Review duplicates lets you merge them: every quote, invoice and note moves to the one you keep.

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Projects

A won lead becomes a project on your delivery board, with its own costs and margin. See Operations.

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What’s next