LEAD PRIORITY
Emergency request
92/100
HOTRespond as soon as possible
↗SERVICE REQUESTEmergency plumbing leak
SERVICE AREA✓ Verified
URGENCYImmediate
PREFERRED TIMEAs soon as possible
ATTACHMENT▧ Photo attached
JM
Ready for your team✓ BUILT FOR PLUMBING TEAMS
STOP LOSING
HIGH-VALUE
PLUMBING LEADS.
The right call shouldn’t get buried in a busy day. See which leads need attention first, so your team can respond with confidence.
✓ Made for the pace of real plumbing businesses
NEW LEAD
✳ Priority, made clear
A clearer view of what needs attention.
✳ Clear priorities
⌁ Useful details
↗ Faster follow-up
THE EVERYDAY CHALLENGE
Good leads shouldn’t
get lost in the shuffle.
When calls, messages, and form submissions arrive from everywhere, it’s hard to know what needs a response first.
Important details get missed. Follow-ups slip. And a customer who needs help now may be waiting on a callback.
A more manageable way to work ↗
Scattered requests
Lead details arrive across channels and are easy to overlook.
No clear order
Without context, every new request can feel equally urgent.
Follow-up gets harder
Busy teams need a simple way to keep the next step in view.
HOW IT WORKS
From new request to
next best action.
A straightforward workflow that helps your team stay on top of incoming work.
01
Bring leads together
See new requests in one clear, consistent view, with the details your team needs.
02
92
Priority is clear
Understand what matters
Use urgency, service area, and request details to see which leads need attention first.
03
✓
Ready for follow-upEmergency leak
↗Take the next step
Give your team a practical starting point for a timely, informed response.
A CLEARER QUEUE
Know what to
handle first.
Not every request has the same urgency. A simple priority view helps your team focus on the leads that need attention now, while keeping the rest in sight.
Explore the features ↗↗
HOTNeeds attention now
Urgent request. Verified service area. Ready to follow up.
HIGH PRIORITY◷
WARMFollow up soon
A good opportunity with a clear next step.
FOLLOW UP○
LOWKeep in view
Less time-sensitive. Review when your team is ready.
IN THE QUEUE✳ A useful signal for your team, with the details behind it.
THE DETAILS THAT HELP
Less guesswork.
More clarity.
The essentials to help your team understand a lead and decide what to do next.
01 / INTAKE
One view for incoming leads
Bring requests into a consistent workflow so your team knows where to look and what’s new.
NEW REQUEST
⌁Emergency plumbing leakWebsite form · Just nowHOT
⌂Water heater servicePhone call · 12 min agoWARM
Priority at a glance
See which requests call for a quick response and why.
92
High priority↗Service-area checks
Know whether the request is within the area you serve.
✓ Service area verified
Urgency in context
Keep the customer's timing and need visible to the team.
ImmediateASAP
Useful request details
Keep notes, preferred times, and attachments close at hand.
Photo attachedPreferred time
06 / FOLLOW-UP
A next step your team can see
Give everyone a shared picture of what needs a response, so good opportunities don’t fall through the cracks.
✓
2
3
Request receivedReview leadFollow up
LEAD OVERVIEWTODAY
YOUR INCOMING LEADSClear from the start.
All requests⌄
Emergency plumbing leakService area verifiedHOT
Water heater servicePreferred time addedWARM
Fixture installationDetails ready to reviewLOW
✳ Keep the important details in view
✳Designed around
real-world follow-up
real-world follow-up
BUILT FOR THE BUSY DAYS
More control over
the next step.
Your team has enough to handle. A clear lead workflow makes it easier to understand what came in, what matters, and what to do next.
✓
See the full pictureLead details live together in one readable view.
✓
Focus your attentionUrgency and context help guide the queue.
✓
Keep follow-up movingGive your team a clear place to start.
YOUR NEXT STEP STARTS HERE
Give every good lead
a clear next step.
See how a more organized lead workflow could work for your plumbing business.
Explore the workflow ↗A better view of the work ahead.