One screen for intake, triage, and follow-up.
The lead view feels like an operating queue instead of a passive list. Filter by stage, scan job fit quickly, and see what the team should do next.
New today
2
Website + missed call
Avg response
42 sec
Across inbound leads
Booked this week
5
Residential + route work
| Lead | Job | Area | Stage | Last touch | Value |
|---|---|---|---|---|---|
Matthews homeowner (704) 555-0183 Website quote form | House wash + driveway cleaning Asks for this week availability before HOA walkthrough. | Matthews, NC | NEW | No reply sent yet Today, 8:14 AM | $420 estimate View lead |
South End dental office ops@midtown-dental.example Missed-call text back | Storefront sidewalk pressure washing Requested before-hours service and proof of insurance. | South End, Charlotte | CONTACTED | Auto-reply sent 38 sec after call Today, 9:52 AM | $650 monthly route View lead |
Weddington property manager (980) 555-0122 Google Local Services | Roof soft wash + gutter brightening Pets on site. Wants text confirmation before arrival. | Weddington, NC | QUALIFIED | Quoted after qualification questions Yesterday, 4:10 PM | $980 estimate View lead |
Ballantyne pool owner bookings@pool-patio.example Referral campaign | Pool deck and patio wash Gate code captured and job notes sent to crew. | Ballantyne, Charlotte | BOOKED | Booked for Thu at 10:30 AM Yesterday, 1:22 PM | $560 booked View lead |
Monroe HOA board facilities@monroe-hoa.example Outbound estimate request | HOA mailbox pad cleaning Needs COI attached before board meeting packet. | Monroe, NC | QUALIFIED | Awaiting board approval Mon, 3:44 PM | $1.8k estimate View lead |
Unknown Caller Blocked number Inbound text | Casino promotion Filtered from owner alerts and pipeline views. | No service area match | SPAM | Suppressed automatically Mon, 11:03 AM | No opportunity View lead |
Matthews homeowner
(704) 555-0183
House wash + driveway cleaning
Matthews, NC
Asks for this week availability before HOA walkthrough.
South End dental office
ops@midtown-dental.example
Storefront sidewalk pressure washing
South End, Charlotte
Requested before-hours service and proof of insurance.
Weddington property manager
(980) 555-0122
Roof soft wash + gutter brightening
Weddington, NC
Pets on site. Wants text confirmation before arrival.
Ballantyne pool owner
bookings@pool-patio.example
Pool deck and patio wash
Ballantyne, Charlotte
Gate code captured and job notes sent to crew.
Monroe HOA board
facilities@monroe-hoa.example
HOA mailbox pad cleaning
Monroe, NC
Needs COI attached before board meeting packet.
Unknown Caller
Blocked number
Casino promotion
No service area match
Filtered from owner alerts and pipeline views.
Hot residential leads
New + qualified house wash and driveway requests
Commercial route prospects
Recurring storefront and HOA cleanings
Needs owner review
Large jobs waiting on manual quote approval