Managing Leads

Where leads come from, how auto text-back works, and why speed wins you jobs.

Where Your Leads Come From

Leads can come from multiple places, all of them end up in your app:

Source How It Works
Website Form Customer fills out quote request → appears in your app
Chat Widget Customer sends message on your site → appears in your app
Phone Call Customer calls → you answer OR auto text-back kicks in
Google Customer finds you on Maps → calls or visits site
Facebook/Instagram Customer messages your page → appears in your app

One inbox: No matter where they come from, all leads end up in the same place, your app. You don't have to check 5 different places.

Auto Call Text-Back

This is one of the most powerful features. Here's what happens when you can't answer the phone:

The Scenario

Customer calls. You're on a job, can't answer.

What happens automatically:

  1. System detects the missed call
  2. Within seconds, the customer gets a text (here's how it looks):
    Message · your business number
    Hey, sorry I missed your call! What project can I help you with? Just text me back here and I'll get you a quote. -[Your Name] from [Your Business]
  3. Customer texts back with their project details
  4. You get a notification with their name, number, and message
  5. You respond when you can, conversation already started

Why this matters: 60% of calls to small businesses go unanswered. When customers don't get an answer, they call the next guy. The auto text-back keeps them engaged until you're free. You never lose a lead just because you were working.

Want to see every text we send in your name? See the exact messages →

Your New Business Number (and how your calls work)

You may notice a new phone number on your website and Google profile. Here is exactly what it is and why it is there, so nothing feels confusing.

Your phone still rings like always

The new number points straight to your normal cell. When someone calls it, your phone rings just like it does today. No second phone, no app to answer calls on. You pick up the way you always have.

  • Why a separate number? It is what lets the system catch a missed call and text the customer back for you. That only works through this number.
  • If you miss a call, the auto text-back fires (see above) so the lead waits for you instead of calling the next guy.
  • Use this number everywhere: your Google profile, business cards, a magnet on the truck, yard signs, your Facebook and Instagram. The more places it lives, the more calls come back into your system.
  • You set up nothing. We handle all of it. Your only job is to give out the new number and keep answering on your normal phone.
Note: the automatic text-back switches on once your texting approval clears (we handle that in the background). Calls forward to your cell right away.

You Get Notified

Every time a new lead comes in (missed call, form, chat, or social media) you get a notification with their info:

  • Their name
  • Their phone number
  • Their message

So you know instantly who they are and what they need. No guessing.

Even if you don't answer: When you miss a call, the system texts the customer back AND texts you to let you know. You don't lose the lead, and you can follow up when you're free.

Lead doesn't answer the first message? The system sends one more the next day. After that, you'll get reminders over the next few weeks to add them to the review form (Request a Review) if you do the job.

Next: The Review System

Reviews are what make people trust you enough to call. Learn how the 5-star system works.

Getting Reviews →

Your one job: after every happy customer, Request a Review.

Request a Review →