Working leads day to day
Leads land from the website widget, email, and calls. This page is the daily rhythm: answer fast, keep context, convert.
Recorded from the real app: open the lead, read the thread, leave a note for the team.
The tabs that keep it sane
Section titled “The tabs that keep it sane”- Inbox: leads waiting on you. The number that should be zero by lunch.
- Mine: leads assigned to you.
- Follow-ups: leads on an automatic cadence, the system is chasing these so you do not have to.
- Awaiting: you answered; the ball is in their court.
Answer a lead
Section titled “Answer a lead”Open the lead and reply right there, Email or SMS, whichever the customer used. The whole exchange threads on the lead. Stuck on wording? The AI drafts the reply with your prices and tone, you edit and send. Speed wins leads: the shop that answers in five minutes beats the shop that answers at closing.
Keep the team on the same page
Section titled “Keep the team on the same page”- Internal notes live on the lead in their own highlighted card, never sent to the customer (“quoted 149, family sends us everything”).
- Returning customers are flagged automatically: if the lead’s phone or email matches an existing customer, you see their active tickets, open estimates, and history in the right rail before you reply.
- Attachments the customer sends (photos of the damage) stay on the lead.
Convert to a ticket
Section titled “Convert to a ticket”When they commit, hit Convert to Ticket. Contact info and the entire conversation carry over, the bench reads everything the customer already said, and the lead’s follow-up cadence stands down automatically.
Let the cadence chase the quiet ones
Section titled “Let the cadence chase the quiet ones”No reply after a day? Follow-up sequences nudge automatically and stop the moment the lead answers, books, or asks to be left alone. Archive, convert, or close a lead and the cadence stands down on its own.
Customize the pipeline
Section titled “Customize the pipeline”The lead statuses themselves are yours: Settings → Leads → Pipeline lets you rename and arrange the stages leads move through. Closing stages do real work, archiving, converting, or closing a lead automatically stands down any follow-up cadence on it, so nobody gets a nudge after they already said no.