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CCI Suite · 06 of 08 Sales & recruiting

Radar

Finds what's next for your business

Your sales pipeline and quote builder, plus your recruiting desk. Radar brings new-business leads and contractor recruiting into the same rhythm as the rest of your work. Every email, web enquiry and résumé lands in one place, is filled in for you, and moves through a clear pipeline until it becomes a client or a technician on your team.

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01 · Leads

New business,
never dropped

  • Arrives on its own. Enquiries sent to your sales mailbox or your website form become new leads automatically, with contact and company details filled in.
  • Nothing doubles up. Every new lead is checked against existing leads and clients before it's added.
  • A clear pipeline. New, contacted, qualified, proposal, won. A board view, owners and next-step dates, and a flag on anything that has gone quiet.
  • Quotes built in. Turn a lead into a quote in one click: up to six options, managed services and Pax8 subscriptions, manager approval, a branded PDF from your own mailbox, resend in a click, and the sale followed through delivery, billing and commission in Meter.
  • Know what's working. Pipeline value, win rate and which referrals bring in the best business.
02 · Recruiting

The right technician,
ready to go

  • Résumés read for you. Applications sent to your jobs mailbox arrive with skills, certifications, location and availability already filled in.
  • A pipeline for people. Sourced, screening, interview, offer, onboarding, active. Each candidate's history and documents are in one place.
  • Onboarding checklist. Agreements, NDA, insurance certificate with an expiry reminder, and accounts set up.
  • Contractor finder. Search your bench by skill and service area when a job comes in.
  • Connected to Tempo. Once a contractor is active, their time-tracking entry is set up automatically.

Built with privacy in mind: recruiting records are visible to managers only, sensitive personal data such as tax IDs and bank details is never stored, and outreach follows email opt-out rules.

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