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Lead intake

Every lead in one place, from the first call.

Capture the lead, size the job, and carry the same record forward into the customer and the work.

Get startedSee how it works
An estimator figure is a planning number from the inputs you enter. It is not a quoted price and it does not create a contract.
The FL Permit Pay Leads workspace, showing open leads, conversions and the trade-labelled intake forms feeding them.
    Sample records from the demonstration organization, with names and street addresses replaced.

    How the work moves

    The lead is the start of the job record, not a separate list.

    Everything captured at intake stays attached as the work moves forward.

    1. Step 1

      A form per kind of work

      Build as many intake forms as you sell trades. Each one has its own link, its own embed code, and its own questions, so a pool form never asks about shingles.

    2. Step 2

      Capture once

      Contact, site address, and lead source are saved on the lead record.

    3. Step 3

      Qualify with a number

      The estimator turns rough inputs into a planning figure so you can triage which leads to chase.

    4. Step 4

      Track the stage

      Leads land on the same pipeline board the rest of the company works from.

    5. Step 5

      Credit the source

      Lead source carries through to commission reporting, so you can see which channels actually pay.

    6. Step 6

      The trade follows the lead

      The form records which trade it is for, and that carries onto the job when you convert the lead.

    Next step

    Stop losing leads between the phone and the pipeline.

    Capture the lead once and let the rest of the job build on it.

    Get started