Leads & Pipeline
A pipeline built the way you sell.
Set up your own stages, departments, and lead types. Every lead carries its value, its source, and everything that's happened since the first call.
- Your own stages, shown as a progress bar you click to advance
- A–F quality grades so the team works the best leads first
- Potential, proposal, and actual value on every lead
- Sources, departments, types, and unqualified reasons you define
- Salespeople assigned and linked work orders, invoices, and jobs
- Do Not Disturb for customers who asked not to be contacted
Proposals
Proposals priced from your real numbers.
Start from a template, lay out the options, and price them with the same flat rates, materials, and labor rates your techs use. When the customer picks an option, it becomes the work order.
- Templates for the proposals you write over and over
- Multiple options for the customer to choose from, or options that build on each other
- Your pricing rules: flat rates, markup matrices, customer pricing, discounts, and sales tax
- Revision history, so every version you sent is kept
- Branded PDF to send to the customer
- Conversion of the chosen option straight into a work order
Lead Capture
Leads that start themselves.
Leads come in from the places customers already reach you, already attached to the customer and the campaign that brought them.
- From a phone call: create the lead from the RingCentral screen pop, with the marketing line's source filled in
- From your website: estimate requests from online booking arrive as leads
- Sales appointments on the dispatch board, next to service calls
- Suggested salesperson or tech matched to the skills a lead type needs
Sales Reporting
Know which marketing pays.
Because leads, calls, work orders, and invoices share one database, you can follow a campaign all the way to revenue.
- Stage drop-off: where leads stall in your pipeline
- Leads by campaign, won, in progress, and lost, in dollars
- Leads by salesperson and unqualified leads by reason
- Proposal totals and conversion rate
- Campaign and CSR phone reports: calls, bookings, and invoiced revenue per marketing line
Also included.
Communication log
Calls, texts, emails, and notes on every lead and customer, with follow-ups assigned to a person and a date.
Good, better, best in the field
Techs build and present option proposals on the mobile app while they're on site.
Ask the AI assistant
Ask about your pipeline in plain English, like which proposals over $10,000 are still open.