Leads, Quotes & CRM
Turn customer requests into booked jobs.
Finding and responding to leads
When a customer posts a request matching your services and area, it appears in your Quote Requests with a “new” badge.OverviewQuote RequestsMy QuotesJ...
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Sending a winning quote
A great quote is specific. Spell out exactly what the customer gets so your offer stands out.OverviewQuote RequestsMy QuotesJobs📍 Draft and track you...
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Using the Lead Inbox / CRM pipeline
The CRM pipeline helps you track every lead from first contact to closed job, so nothing slips through the cracks.OverviewMessagesMy QuotesLead InboxT...
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Reminders and follow-ups
Most jobs are won on the follow-up. Set reminders so you never forget to check back with a warm lead.OverviewToolsCRM PipelineRemindersAnalytics📍 Set...
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