Every lead in one place, from the first call.

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Address to job

The address firstOn the roofing form the homeowner types their property address before anything else.
The roof gets checkedWhere public LiDAR covers the address the roof is outlined and measured on screen. Where it does not, the roof is outlined from the building footprint. Some addresses have no public building outline at all: nothing is drawn, and the homeowner is asked to send their details instead.
A preliminary rangeFor an architectural shingle replacement the form shows a preliminary range built from your own price book - when the measured roof passes every review check and the homeowner's answers describe a straightforward replacement. Anything else reaches you with the measurements and no range.
Then their detailsThey send their name, phone and email. The lead lands with the roof attached and appears on the pipeline board in the Lead stage.

Example workflowScreens simplified for illustration; your forms show your own questions.

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

Step 1
The form does the measuring
The roofing form runs the roof check itself from public aerial data. Nobody on your team touches it, and the homeowner sees the roof before they decide to send their details.
Step 2
One page says what it still needs
The estimate form page lists what the roof check needs before it will answer: the form switched on, roof checks on your plan, and the shingle lines priced in your price book. Each line links to the screen that fixes it.
Step 3
A link or an embed
Copy the public link for a button, a text or an email, or paste the embed code so the form runs inside one of your own website pages.
Step 4
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.
Step 5
Credit the source
Mark a job company-lead or self-generated in Commissions, and the rep's rate follows that choice.
Step 6
The trade follows the lead
The form records which trade it is for, and that carries onto the job the lead opens.

What an estimate at intake is worth

The roof is measured where public LiDAR covers the address and outlined from the building footprint where it does not. Some addresses have no public building outline at all: nothing is drawn, and the homeowner is asked to send their details instead. We publish no accuracy figure for any of it. A range is shown only for an architectural shingle replacement: tile, metal and low slope get the measurements and no range. Every figure the form shows is preliminary, your team reviews it before anything is quoted, and it binds you to no price.

A form will not go live until it collects a name, a job address, an email and a phone number; the builder says which one is missing rather than publishing a form that produces leads nobody can act on.

A drafted form is a draft: it is never published for you, and it never states a permit, license, or code requirement, because those belong to your building department and not to a form.

Stop losing leads between the phone and the pipeline.

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

Start the 14-day trial

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

The form does the measuring

One page says what it still needs

A link or an embed

A form per kind of work

Credit the source

The trade follows the lead

Stop losing leads between the phone and the pipeline.