Managing Leads

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

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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, customer gets a text:
    "Hey! Sorry I missed you. I'm in the middle of a job right now. Text me what you need and I'll get back to you ASAP."
  3. Customer texts back with their project details
  4. Their message appears in your app
  5. You respond when you can — conversation 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.

Speed to Lead

Here's the reality of how customers choose contractors:

  • They call 3-4 contractors
  • The first one to respond usually gets the job
  • If you take hours to call back, they've already hired someone else

Your Advantage

  1. Auto text-back responds in seconds (not hours)
  2. Customer feels acknowledged immediately
  3. You respond personally within minutes
  4. You win the job because you were fastest

The Goal: Respond to every lead within 5 minutes when possible.

It's not about having the most leads — it's about closing the ones you get. Speed wins. Your system gives you a head start with instant auto-texts, then you seal the deal with a quick personal response.

Managing Conversations

All your messages live in one place — the Conversations tab in your app.

  • All channels combined — SMS, chat, email, Facebook, Instagram
  • Full history — See every message with each customer
  • Reply directly — Respond from the app, no switching apps
  • Star important ones — Mark conversations you need to follow up on

Tips for responding:

  • Be friendly and professional
  • Answer their question directly
  • Give clear next steps (quote, appointment, call)
  • Don't leave them hanging — follow up within 24 hours

What Makes a Good Lead

Leads from your website and Google are high-intent leads. They're not just browsing — they're actively looking for someone to hire.

High-Intent Leads (Yours)

  • Searched Google for your service
  • Found your site and filled out a form
  • Ready to get quotes
  • Usually hire within days

Low-Intent Leads (Ads)

  • ✗ Saw an ad while scrolling
  • ✗ Clicked out of curiosity
  • ✗ Might not be ready
  • ✗ Lower close rate

Quality over quantity: You might get fewer leads than from paid ads, but the ones you get are much more likely to hire. One good lead beats ten tire-kickers.

Next: The Review System

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

Getting Reviews →