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Every enquiry in one queue, so none of them rot

Leads arrive by web form, by phone, by referral, and by a text to somebody’s personal mobile. Lead intake puts them in a single queue with a source attached, so you can see what came in and what nobody has touched.

Starter and upRate-limited public endpoint
Lead queue
  • Website form · roof repair4m ago
  • Booking page · quarterly clean18m ago
  • Referral · Brenner1h ago
  • Website form · gutter guard3h ago

Illustrative — sample data

One inbox

The enquiries stop living in four different places

A lead in a personal inbox is invisible to everyone else in the business. A lead in the queue is visible to whoever is free to work it.

Web forms, booking requests, and referrals all land in the same list, in the order they arrived.

Nothing goes quiet

An untouched lead is visible, not forgotten

The problem with a busy week is not that you ignore leads on purpose — it is that nobody can see which ones nobody has answered.

Untouched enquiries stay at the top of the queue until somebody does something with them.

Activity
07:41JOB-2214Crew A en route · Ramirez
07:52QUO-8871Quote approved online · $2,480
08:03JOB-2214Arrived on site
08:19REQ-0442Booking request received
08:26AUT-0031Automation sent on-the-way text
09:07JOB-2214Visit complete · 2 forms filed
09:08INV-5520Invoice raised from job
09:31INV-5511Paid by card · $1,150
10:02JOB-2215Reassigned · Crew B
10:44LEAD-118Routed to estimator · roofing
11:15QUO-8872Agreement signed
11:58INV-5498Overdue reminder sent

Illustrative — sample data

Source attribution

Find out which channel actually pays

Every lead carries where it came from. Once those leads become quotes and the quotes become invoices, you can see which channel produced revenue and which produced tyre-kickers.

That is the difference between renewing an ad spend on a hunch and renewing it on a number.

Leads by source · 30 days

Leads

64

Quoted

41

Won

23

  • Booking page27
  • Website form19
  • Referrals12
  • Other6

Illustrative — sample data

Where this sits in the day

  1. Get Found
  2. Win Work
  3. Run the Day
  4. Get Paid
  5. Run the Business

Questions people ask

Start using Lead Intake.

Set up your first crew, route, and quote today. Bring the clipboard if you must.

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