How to track contractor leads

A lead is only useful if you can find it next week. This is the trail JobTelesis keeps, from the first request to the invoice.

  1. The lead arrives, including a Thumbtack request.
  2. You keep the homeowner, the address, and the work they asked for.
  3. You write the estimate on that same person.
  4. You email the estimate, then the invoice, from the file.
  5. If the job is old, you archive it. Search can open it again.

Track leads, write estimates, send invoices, and run your contracting office from one place. Basic is $35 a month in US dollars.

Track the next lead