Lead Generation

Capture Leads & Convert to Jobs in Seconds

Embed customizable request forms on your website. When customers select services, their choices flow directly into your leads workspace—ready to convert to work orders with one click.

From Request to Estimate in One Click

Stop manually entering customer data. Let customers select the services they need, and convert their request into a complete work order instantly.

1

Customer Submits Request

Customer selects services from your catalog

2

Lead Appears in Portal

New
Contacted

All lead details and selected services visible

3

Convert with One Click

Create Estimate

AI generates title, description & matches jobs

Customizable Request Forms

Create professional request forms that match your business. Embed them on your website and let customers request services 24/7.

Embed on Your Website

Share a link or embed the form directly on your site

  • Public shareable URL
  • Iframe embed support
  • Domain whitelist security
  • Mobile responsive

Attach Services & Packages

Let customers select from your service catalog

  • Display canned jobs
  • Show service packages
  • Include pricing & descriptions
  • Multi-select support

Customizable Fields

Configure exactly what information you collect

  • Required/optional toggles
  • Custom field types
  • Reorderable layout
  • Service address autocomplete

Auto-Responder Emails

Automatically confirm receipt to customers

  • Custom confirmation message
  • Branded email templates
  • Immediate delivery
  • Professional appearance

Team Notifications

Alert your team when leads come in

  • Email notifications
  • Multiple recipients
  • Real-time alerts
  • Lead details included

Scheduling Preferences

Capture when customers want service

  • Date range selection
  • Time preferences
  • Availability notes
  • Flexible scheduling
AI-Powered

Intelligent Lead Conversion

When you convert a lead to a work order, AI analyzes the customer's request and automatically matches it to services in your catalog. No more manual data entry.

Auto-Generated Descriptions

AI creates professional work order titles and scope descriptions.

Smart Job Matching

Automatically suggests canned jobs based on customer selections.

Customer Auto-Creation

Creates customer records from lead data if they don't exist.

One-Click Estimates

Convert leads directly to estimates ready to send to customers.

Convert Lead to Work Order

Annual Service & Inspection
System Tune-Up
$149
Filter Replacement
$35

Leads Workspace

Manage all your incoming leads in one place. Track status, view details, and convert to work orders when ready.

Lead List

View all leads with search and filtering

Status Tracking

New, Contacted, Scheduled, Archived

Full Details

See request info, services, and preferences

Quick Actions

Convert, contact, or archive with one click

Ready to Capture More Leads?

Set up request forms in minutes and start converting leads to jobs faster than ever.