Docs
Leads
When a lead is created
A homeowner enters their name and email (phone is optional) right before their price range shows — submitting that step is what creates your first lead, and it's also what emails them their estimate. If they go on to click "Schedule my free inspection," that creates a second lead with the same contact info. Just typing an address and looking at the questions creates nothing — a lead only exists once one of those two steps is actually submitted.
What a lead contains
Name and email are required. Phone is optional at first and asked for again when they request an inspection. Everything else depends on what the homeowner fills in:
- Name (required)
- Email (required)
- Phone number (optional)
- Address — the one they measured their roof at
- Service — what they're asking about
- Message — anything else they typed
- Consent — whether they agreed to be contacted (see below)
Where it goes
A lead is emailed straight to your lead email address — the one on your account. You don't need to check a separate dashboard to see it; it lands in your inbox.
The consent line
Before a homeowner can submit the form, they have to check a box that reads:
This checkbox is required — the form can't be submitted without it.
Text alerts
In your settings, you can add your mobile number and turn on text alerts for new leads — opt-in only, off by default. Once it's on, you'll get a text the moment a new lead comes in. Reply STOP at any time to stop the texts.
The booking link path
If you've set a booking URL in your settings, homeowners see a "Book a time" button right next to the contact form. It opens your booking page in a new tab. This is a second path alongside the contact form, not a replacement for it — a homeowner can still submit the form even if they also book a time.
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