Deal Capture · Rubix Tools

Step 1 · What do you have? Paste an email, drop a screenshot, upload a PDF

Paste text (email body, voicemail transcript, notes)

Attach screenshots, PDFs

Click to browse or drag files here

PNG, JPG, PDF · multiple files OK

First name

Last name

Email

Mobile

Contact Type

Company

Contact's address is the same as the site address

Untick if the contact lives somewhere different from the site (e.g. agent's office, developer HQ).

Contact street address

Contact postcode

New job (next available Job Number, Deal Number = _01) Add deal under existing job (keep Job Number, increment Deal Number)

Job Number

The case/site/client matter. Multiple deals can share this.

Deal Number

Each commercial engagement under the job. _01, _02, etc.

Deal name

Auto-built as {Deal Number} {Site Address}, {Site Postcode}. Edit if needed.

Site Address

Site Postcode

Client Category

Lead Grade

Lead Source

LPA

Planning Designations hold Cmd/Ctrl to multi-select

Deal value (£)

Pipeline stage

Notes attached to deal on push

A Note is always created on push. Use it to capture the original briefing and any extra context.