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Lead management software for home service businesses

Capture every lead, respond instantly, qualify the job, follow up automatically and turn more enquiries into booked estimates — with an AI Employee doing the chasing and you approving what goes out. Built for HVAC, plumbing, electrical and roofing companies whose leads arrive from everywhere at once.

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— Sound familiar? —

Where leads go when nobody owns them

Five sources, five places to check

Ad leads in one portal, forms in an inbox, texts on a phone, calls in voicemail. Nobody sees the whole picture.

The fast ones win

Homeowners contact several companies in one sitting; the first useful reply usually gets the visit.

Nobody knows what happened

Of the leads you paid for last month, how many booked, how many said no, and how many just went quiet?

A lead is not a notification. It is a conversation that needs an owner.

How a managed lead moves

One rail from first contact to a decision. The amber step is yours.

  1. 1
    AutoCampaign

    Captured

    Ads, forms, texts, WhatsApp, web chat and missed calls land in one inbox with the source attached.

  2. 2
    AutoCampaign

    Answered

    A reply drafted from your services, prices and area is ready in seconds.

  3. 3
    You

    Approved

    You tap Approve — or that conversation type already runs on Autopilot.

  4. 4
    Customer

    Qualified

    The homeowner answers what, where and how urgent; it is saved on the contact.

  5. 5
    AutoCampaign

    Booked

    A time from your calendar is offered in the thread; the estimate books itself.

  6. 6
    AutoCampaign

    Followed up

    No answer? The sequence keeps going until there is a booking, a no, or a hand-off.

What lead management means here

  • Capture

    Every channel into one inbox, with the lead source and campaign on the record.

  • Respond

    An AI Employee drafts a real answer the moment the lead lands.

  • Qualify & book

    The right questions, then a time from your calendar in the same conversation.

  • Follow up

    Sequences by text and email until there is a decision.

What it is built on

Lead Employee

An owner for every new lead

Captures, answers, qualifies and books — on every channel. See the Lead Employee.

Team Inbox

One place it all lands

Texts, email, WhatsApp, web chat and call summaries in one shared inbox with ownership and notes. See the team inbox.

Booking

From lead to calendar

A booking page connected to your Google or Microsoft calendar, with reminders. See appointment scheduling.

Reporting

Know what happened to every lead

See replies and bookings per campaign, with the lead source on every contact, so you know which leads are worth paying for. See reporting.

Managed, not automated into the void

Every lead gets the same follow-through, and you decide how much of it is hands-free.

Approve before it sends
Replies wait for you until you switch a conversation type to Autopilot.
Hand-offs with context
Emergencies, disputes and anything unusual go to a person with a summary.
Consent built in
Consent is recorded, STOP is honoured, 10DLC registration is part of setup.

Frequently asked questions

What counts as a lead source?

Website forms, web chat, texts to your business number, WhatsApp, email, Google Ads and Meta lead forms, and missed calls. Each lead carries its source so you can see which channels produce bookings.

Is this a CRM?

It is the CRM for the part of the business that wins work: contacts, conversations, estimates, bookings and follow-up, with an AI team doing the repetitive parts. It works alongside the software you run jobs in rather than replacing it.

How is it different from a shared inbox?

A shared inbox shows you the messages. Lead management answers them, qualifies them, books them and keeps following up until there is a decision — and tells you what happened to each one.

Can my team still reply by hand?

Always. Take over any conversation with one press; the AI stops and the thread stays in the inbox with everything that was said.

Does it replace my field-service software?

No. Works alongside the tools you use to run jobs. This handles the lead before it is a job.

Built for other teams too

Small business ownersGet every lead followed up — without hiring another person.Learn more →Marketing teamsOne audience. Every channel. Less work.Learn more →Sales teamsNever let a good lead go cold.Learn more →Franchises & multi-locationEvery location on brand. Every customer followed up.Learn more →

Give every lead an owner

Start with your website forms and texts tonight; add ads, WhatsApp and calls when you are ready.

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Public pricing. No contracts. Cancel anytime.

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