Lead Routing

Never Miss Another Lead

Know the second a call or form comes in. Route new leads to the right person — fast — so fewer jobs slip away.

The Problem

The Phone Rings, and Nobody Answers

Missed calls cost real jobs. When a customer calls and no one answers, they usually call the next business on the list.

The same is true for website forms. A message sits in your inbox for a day, and by the time you reply, the customer has already hired someone else.

Speed matters. The business that responds first usually gets the job.

What We Set Up

Alerts and Routing That Work the Way You Do

  • Missed call alerts — email or text the second a call comes in and goes unanswered.
  • Website form alerts — know the moment someone asks for a quote or sends a message.
  • Lead routing — send new leads to the owner, the office, or the dispatcher.
  • Call forwarding options that match how your team works.
  • Optional SMS alerts for your team, with proper consent.
  • Simple setup on the phone numbers and forms you already use.
How It Works

From "Ring, Ring" to "Job Booked"

1

A Customer Calls or Sends a Form

It could be from your website, your ads, or your Google listing.

2

You Get an Alert Right Away

By email or text — whichever works best for you and your team.

3

You Call Back Fast

Before a competitor does. That is when the job is usually won.

4

You Book the Job

And we track where the lead came from, so you know what is working.

Made for the Way You Work

Leads Find You, Even Mid-Job

You may be on a roof, in a crawl space, or driving between jobs when a lead comes in. That is exactly when the alert matters.

We set it up so the right person on your team hears about the lead the moment it happens. When you are out of the shop, the alert goes to whoever can pick up.

Note: text alerts are only sent to people who choose to receive them, and they can opt out anytime. We follow the rules around SMS so you are covered.

What's Included

The Full Lead System

  • Missed call and form alerts
  • Lead routing to the owner, office, or dispatcher
  • Optional SMS alerts with consent
  • Call forwarding that fits your team
  • Lead tracking so you know what brought the call
  • Setup on the numbers and forms you already use
See Our Plans →
FAQ

Questions About Lead Routing

You control it. Alerts go to the people you choose, and text alerts are only for opted-in users who can opt out anytime. We set it up to match how your team works.

You decide. Alerts can go to the owner, the office, a dispatcher, or anyone on your team — by email or text, depending on who needs to know.

Yes. We set up alerts and forwarding around the phone numbers you already use, so you do not have to change anything your customers know.

In many cases, yes. We connect to field-service platforms and other tools you already use. See our Reporting & Integrations page for more on the tools we work with.

Learn About Integrations →

Ready to Stop Missing Leads?

Tell us how leads come into your business today. We will set up alerts and routing so you hear about every one — fast.

Set Up Lead Alerts →