Run the business from your phone

The pipeline, the deal, the estimate and the schedule built for a thumb, not squeezed onto one — swipe between stages, work a deal from its conversation, and send the quote from the yard.

What it is

Every builder screen in Leads 2 Build works on a phone — not a shrunk copy of the desktop, and not a cut-down version with the hard parts missing. The sales pipeline shows one stage at a time that you swipe through, with Call, Text and Email on every new lead. A deal opens on its conversation, with the details on one side and the follow-up on the other, a swipe away. Pickers open in the middle of the screen, and every tap presses in so you know it landed. It all runs in your phone's browser today, and the Leads 2 Build app for iPhone and Android is in testing — see how to get it.

Also called: mobile app · construction mobile app · CRM on my phone · pipeline on a phone · work from the truck · mobile pipeline

See it, piece by piece
01

One stage at a time, swiped with a thumb

On a phone the board is one stage at a time. Swipe to the next; the header names the stage, counts its deals and shows a dot for each stage so you know where you are. Tap the name and a centred stage picker jumps you anywhere. Each card carries when the lead came in and how long it has waited, so the oldest unanswered lead is the one you see. The desktop board is the full sales pipeline.

Without it

A five-column board on a phone is five columns you can't read, scrolled sideways with a thumb that keeps opening cards by accident.

Why we built it

Between appointments a rep needs one question answered — who is waiting on me — and one stage on a full-width screen answers it.

Sound familiar?the app is just the website squeezed onto my phone
02

Call, Text or Email from the card

New leads carry three buttons in a row: Call in teal, Text in blue, Email in amber, each with its own icon. Text and Email open the deal with that message box ready to type in. A button greys out when the lead has no number or email, or that channel is not set up.

Without it

Some customers say don't call me — and a card with only a Call button turns that into three taps and a search.

Why we built it

Speed to the first reply is the whole game on a new lead, so the reply is on the card.

Sound familiar?the button is on the computer but not on my phone
03

The deal opens on its conversation

Open a deal on a phone and the conversation fills the screen, with Call beside the filters. Swipe right for Details — the contact, the lead form, photos, the stage checklist, the building type and how strong the lead is. Swipe left for Follow-up. The thread is kept on the device, so reopening a deal does not start with a loading spinner, and back is instant. It is the same thread as the customer conversation on the desktop.

Without it

Seven tabs along the top of a phone screen hide the one thing you opened the deal to do — read what they said and answer it.

Why we built it

The conversation is the work; the details are reference. So the work is in the middle and the reference is a swipe away.

Sound familiar?I'm in the truck all day, not at a desk
04

Choices open in the middle of the screen

Stage pickers and other choices open centred, with space above and below, not pinned to the bottom edge. Longer controls — filters, stats — slide up as a sheet you can swipe away. Each one is a shared control, so it behaves the same on every screen.

Without it

Every screen that rolls its own pop-up behaves a little differently, and a phone user learns the app one surprise at a time.

Why we built it

One set of controls, built once, is the only way a phone app feels consistent across forty screens.

Sound familiar?the pipeline is unusable on a phone
05

Every tap answers back

Buttons, links and pipeline cards press in when you touch them, so you can see the tap landed. On Android the tap also gives a small haptic tick, in the browser and in the app. Scrollbars appear while you scroll and fade a second later.

Without it

On a phone, a tap that gives no sign it landed gets tapped again — and a second tap on Send is a second message.

Why we built it

Confirmation is part of the design system, so every control gets it without anyone remembering to add it.

Sound familiar?the customer asked me not to call, I need to text them fast
06

Nothing is desktop-only

Every builder screen has been scored on a phone against a written standard: every control reachable, no control hidden from a phone, no sideways page scroll, one column where two would squeeze, thumb-sized targets, and wide tables turned into cards. All of them pass. Estimates, the screen that scored lowest, went from 4.5 to 9.3 out of 10.

Without it

The phone version of the estimates screen had become a separate, cut-down copy — and seven controls an owner needed simply were not on it.

Why we built it

A control that exists on one layout and not the other is a feature removed, so the phone and desktop layouts now share the same building blocks.

How it works
  1. 1Open the sales pipeline on your phone and it shows one stage at a time — swipe left or right between stages, or tap the stage name for a centred stage picker.
  2. 2Each card shows when the lead came in and how long it has waited, who owns it, and a fixed row for the stage checklist, the permit and the estimate.
  3. 3Call, Text and Email sit side by side on new leads, each its own colour — a customer who asked not to be called is one tap from a text.
  4. 4Open a deal and the conversation fills the screen. Swipe right for Details — contact, lead form, photos, stage checklist — and left for Follow-up.
  5. 5Filters and stats open in a sheet from the bottom; pickers open centred, with room above and below.
  6. 6Every tap presses in; on Android it also gives a small haptic tick.
Why we built it

A builder's day is spent in the truck, in a customer's yard and on a site — not at a desk. The phone version of most business software is the desktop squeezed until it fits: a board five columns wide on a screen one column wide, a record with seven tabs across the top, and the controls that did not fit quietly left off. On a phone those missing controls are the ones you needed. So every builder screen was scored on a phone against a written standard — every control reachable, nothing hidden from a phone, no sideways scrolling, tables that turn into cards — and reworked until it passed. The pipeline and the deal were then rebuilt for the phone rather than adapted to it, because the two things a rep does between appointments are see who is waiting and answer them.

The problem
  • Desktop screens squeezed onto a phone until they are unusable
  • Controls that exist on the computer but are missing on the phone
  • Working a lead from the truck means waiting until you are back at the office
What you get
Work the pipeline one stage at a time with your thumb
Call, text or email a new lead from its card
A deal's conversation front and centre, the details a swipe away
Every builder screen works on a phone — nothing is desktop-only
PHONE EXPERIENCE

Run the business from your phone
on one of your own jobs.

Twenty minutes, your building, your numbers. Bring the job where “the app is just the website squeezed onto my phone” — we will show you exactly where that stops.

leads2build.com
Leads2BuildBUILDER OPERATING SYSTEM
Run Your Building Business from Your Phone — Leads2Build