Business snapshot
A light overview without turning this into a reporting dashboard.
Lead tracker
All your active work in one simple list.
Your visits, jobs and check-ins in a familiar Monday-to-Sunday calendar.
Week begins Monday
Find a customer, phone number, town or job note.
Pipeline, backups and occasional admin.
A light overview without turning this into a reporting dashboard.
Use these when you need the wider desktop-style view or a copy of your data.
No backup made yet
The wider board is here when you need it.
Quick add
Use guided notes so you remember the right details, or import notes you have already made elsewhere.
Guided site notes
The questions below are tailored to your type of work. Your draft saves automatically on this device.
Work-note assistant
Paste, speak or upload the notes you made before or during the visit. Priority will organise them for you to check before anything is saved.
PDF, JPG, PNG, WEBP, GIF or plain text up to 8 MB. Clear photos with the whole page visible work best.
Job details
Settings
First-time setup
Tell the planner how you work. Your choice changes the stages, fields, quick actions and the way today’s priorities are ranked. You can switch later without losing saved information.
The tracker will use language and stages that match this kind of work.
We have suggested a name based on your business. Change it to your business name, “Your Business Tracker”, or anything that feels familiar.
Changing setup keeps your saved information. If you switch an existing tracker, some stage and field wording will change to match the new purpose.
Everyday planner
Choose up to three priorities. The planner suggests the strongest options first and carries forward anything unfinished from an earlier day.
Follow-up complete
Tell the assistant the outcome so it knows what should happen next.
Pause safely
Priority will remove this from today and bring it back on an automatic follow-up date. You can change or undo it afterwards.
Calendar
Choose your calendar. You can check the event before saving it.
This sends only the event you choose. Priority does not read or connect to your calendar.