Enquiries arrive five ways
Website form, Google Business, a phone message, a text to the owner, a neighbour's referral. Each one lands in a different place.
Lead management for home services
Quote requests come in from the website, Google, phone calls and referrals, and the busy season buries them. Pipeline One App puts every enquiry in one place and tells you who to call back before they book someone else.
For HVAC, roofing, plumbing, electrical, solar and landscaping companies.
What usually goes wrong
Quotes go quiet
A visit is done and a price is sent, then nobody chases it. The customer books whoever follows up first.
Seasonal spikes
Spring and the first cold snap bring more leads than the office can track by hand.
A typical pipeline
The same five stages as every Pipeline One App board, with what each one means for your work.
- New
The enquiry is in, nobody has rung yet
- Contacted
Spoken to, site visit booked
- Qualified
Visit done, scope agreed
- Proposal
Quote sent, waiting
- Won
Job booked
Where leads come from
- Website form
- Google Business
- Referral
- Yelp
- Phone
Tag each lead with its source and the reports show which ones turn into work.
What a lead looks like
Summit Roofing Co.Marcus LeeQuote sent Tuesday. Follow-up due Friday.$5,000
Also built for
See it with your own leads in mind
Book a walkthrough. We will show you the inbox, the board and the reports, live.