Overview
Lead intake & routing
RunningSalesEvery new lead — form, email, or phone — is qualified, logged, and assigned in seconds, so the first callback happens while the lead is still warm.
How it runs
- 1Lead arrives from the website, email, or answering service
- 2Details extracted and scored against the service area
- 3Logged to the CRM and assigned to the right estimator
- 4Out-of-area or spam leads filtered out, not chased
This month
146
items handled
17
hours saved
5
issues caught
Handled automatically: 123Queued for a human: 18Issues caught: 5
12-week volume trend
Today's run log
- Out-of-area lead filtered — 40 miles outside service zoneHandled automatically10:40 AM
- Out-of-area lead filtered — 40 miles outside service zoneHandled automatically9:32 AM
- Website form lead (water heater) → qualified → assigned to DanHandled automatically7:28 AM