Lead management
Every quote lands in your portal — even the ones they didn't finish
When a homeowner leaves partway through, the details they entered are still saved so your team can follow up. Finished quotes come in with the full selection and booked window.
What your team sees
Each lead shows the address, the service path, the doors and options chosen, the total, the requested window and how soon they want the work done.
- Assign leads to team members
- Notes and an activity history per lead
- Status tracking from new to booked
- Text-message opt-in captured with the lead
Works with your office software
Leads can be sent to the CRM or field-service software you already use through webhooks, so the portal complements your existing tools instead of replacing them.
Questions
- Can staff only see their own location?
- Yes. Team members can be limited to the locations they work in.
- Is each company's data separate?
- Yes. Every company's leads, prices and settings are kept strictly separate.
See it the way your homeowners will.
Click through the full demo, then launch your own portal with your prices and service area.