Leads & quote page

Marketing & leads is where enquiries turn into booked jobs. Every call, text, DM, and website form lands in one pipeline; you reply with a preset in a tap, follow up on a schedule, and convert a warm lead into a client, property, and job without retyping a thing.

Where to find it #

Sidebar → Marketing

The page stacks a few panels top to bottom: your business profile, your hosted quote page, a Log a lead quick-add, the lead pipeline, preset responses, and campaigns. It's a Pro feature — on the free tier the panels show but stay locked.

Your hosted quote page #

Every account gets a branded quote-request page hosted for you — no website required. It shows your business name, services, and service area straight from the Business profile panel, so fill that in first.

1. Brand it — in Business profile, set your business name, services, service area, website URL, and Google review link, then Save profile.
2. Share the link — in Your quote page, hit Copy link and drop it into your Google Business Profile, Instagram bio, or an ad. Use Preview ↗ to see exactly what a client sees.
3. Or embed the form — Copy embed code gives you an <iframe> to paste into your own site's HTML.
4. Watch it fill — every submission drops into the pipeline below, tagged with its ad attribution (see the note).

Log a lead #

Website-form leads arrive on their own. For calls, texts, DMs, and walk-ups, use Log a lead so nothing slips. Only Name is required; add an address and the Convert button will carry it into the planner.

The lead pipeline #

Each lead moves through five stages — new → contacted → qualified → converted → lost — set from the status dropdown or filtered with the chips at the top (each shows a live count). On every lead you can:

• Reply with a preset — pick a template and send it as an ✉ Email preset, a 💬 Text preset, or copy for DM. Sending advances the follow-up step for you.
• Follow up on a cadence — the flow runs First response (day 0), Gentle follow-up (day 2), and Last touch (day 7). A red follow-up overdue badge flags anyone waiting on you.
• Draft with AI — ✨ AI draft writes a tailored first reply from the lead's message; you review it before anything sends.
• Convert — Convert → client + plan creates the client, property, and job in one click and opens the planner at the address.

Preset responses #

Presets are your canned replies. Built-in ones cover the common enquiries; add your own under Preset responses with a name, optional subject, and body. Drop in {name}, {business}, and {area} and they auto-fill from the lead and your profile when you send.

Campaigns & Google Ads #

A campaign gives you a tracked link so you can see which channel is actually producing work.

1. Create it — name the campaign (e.g. Spring listings push), pick a channel (google_ads, facebook, instagram, gbp, nextdoor, referral, organic, other), and Create.
2. Copy the tracked link — it points at your website when set, otherwise your quote page, with UTM tags baked in. Paste it as the ad's final URL.
3. Read the attribution — leads that arrive through the link carry the campaign tag, and each campaign shows a live N leads count.
4. Grab the ad copy — expand ready-to-paste Google Ads copy for headlines (≤30 chars) and descriptions (≤90 chars) built from your profile.