Send each lead to the right person the second it lands
The fastest quote usually wins the job. Routing rules decide who owns an enquiry the moment it arrives, so nobody is waiting for a morning meeting to find out whose it is.
- 1
Lead arrives
From any source, with a service and a property attached.
- 2
Match a rule
By trade, territory, or estimated value.
- 3
Assign an owner
The estimator or crew lead who covers that work.
- 4
Start the clock
Response time is measured from arrival, not from assignment.
Illustrative — sample data
Rules, not memory
Assignment by trade, territory, or value
A roofing enquiry in the north should not sit in the same undifferentiated pile as a small repair in the south. Rules route on what the lead actually is.
Set them once. They apply at two in the morning as reliably as they do at two in the afternoon.
First-response speed
The clock starts when the customer hits send
Customers rarely wait. Getting an owner onto an enquiry in minutes rather than the next morning is often the entire difference between a booked job and a competitor’s booked job.
- Roof repair · north → Dana2m
- Gutter clean · south → Marcus6m
- Commercial quote → Dana31m
- Small repair · east → unassigned2h
Illustrative — sample data
Where this sits in the day
Questions people ask
Start using Lead Routing.
Set up your first crew, route, and quote today. Bring the clipboard if you must.
Get started