Every lead, tracked until it becomes a job.
Organize inquiries in a pipeline, assign follow-up, and track the stages from first contact to a booked or closed opportunity.
One board for every channel
Website, booking, QuickQuote, AI, and manual leads all land in a single pipeline — visible, owned, and prioritized.
See who needs you right now
The active-now view shows live requests ready for action, so nothing sits while you're in the field.
Convert the winner in one click
Move a lead to a quote without re-entering anything — the details you already captured travel with it.
Know your win rate
Reports tie leads to outcomes, so you can see which channels and stages actually produce jobs.
Questions about this workflow
Which sources feed the board?
Website forms, online booking, QuickQuote links, AI receptionist requests, and any manual entries you add.
Who owns the follow-up?
Leads appear in your queue with an owner and stage, so it's always clear who is working the next step.
Can I see why I lost jobs?
Stage history and reports capture outcomes, so patterns across channels and follow-up become visible.
Explore the tools behind this workflow: Service business CRM software.
Explore your business workspace for three days. Choose a paid plan to continue after the trial.