Automation Templates

Lead Tracking for Contractors

Contractor leads often arrive with missing details. A simple intake system keeps estimates from stalling.

Track the project type, address or service area, timeline, budget range, photos received, and estimate status. Add a follow-up date immediately after the first response. Many lost jobs are not lost on price; they are lost because the next step was unclear.

Automation can ask for photos, preferred appointment windows, or project measurements before a human estimator spends time on the lead.

Future ad slot after approval.