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Help / Your Leads & Inbox

Your Leads & Inbox

Reading and replying to leads, your unified inbox, your pipeline, calendar and notifications.

How to read and reply to a new lead Every enquiry lands in one inbox. Here is how to see it and reply. Your unified inbox: Facebook, Instagram, SMS and email in one place Every message from every channel, in one app. No more flicking between five different apps. Understanding your pipeline (New, Quoted, Booked, Completed) A simple board that shows where every job stands, so nothing gets forgotten. How to move a job through your pipeline Keep your board up to date as each job goes from enquiry to finished. How to add a contact manually Got a customer's number off a job or a recommendation? Add them in a few taps. How to import past customers (CSV) Bring your existing customer list into the app in one go. Using your calendar and taking bookings Keep your jobs in the diary so you always know what is on and when. Turn on notifications so you never miss a lead Get a buzz on your phone the second a new lead comes in. How speed-to-lead works (the instant text to every enquiry) The moment someone fills in your quote form, they get a text back. Before you have even looked at your phone. How Missed Call Text Back works Miss a call and the caller gets a text within 30 seconds, so you do not lose them to voicemail. Why didn't I get a lead? Is my form working? If it has gone quiet, here is how to check your quote form and what to do if a lead seems missing. The two ways customers can contact you (form and pop-up) Your site has a full contact page and a quick pop-up form. Both do exactly the same thing.