Leads: your website form, a call in seconds, and follow-up texts

Jobs › Leads lists everyone who asked for work and hasn't been booked yet, under New, Contacted, Booked, Won and Lost. Each lead gets a customer record straight away, found by phone number, so nothing is typed twice.

Where leads come from

Open Leads › Lead form & settings:

• A link to your own lead form, for a "Get a quote" button, your Google Business Profile or a text.
• Website code: paste the one line under Put the form on your website into your site (WordPress, Wix, Squarespace or any site that takes HTML) and the form shows there.
• A lead address for a form you already have, or for Zapier: send the form (or JSON) to it with name, phone, email, address, ZIP and what they need. Add a hidden redirect field to land visitors on your own thank-you page.
• Facebook lead ads: connect Facebook Lead Ads under Integrations and each new lead comes in by itself.
• The lead API, with an API key, for developers. The example is under With an API key instead.
• Add lead for someone who called your cell or was referred.

The first minute

The moment a lead comes in, they get a text from your business (you choose the words under Text straight away). Then, if Ring me about new leads is on, your phone rings: "New lead from Dana about a leaking water heater. Press 1 to call them now." Press 1 and we call them and connect you. They see your CrewRobin number.

• Their voicemail answers: we leave your voicemail message in a computer voice, then text them.
• They don't pick up: they get your "we just tried calling" text.
• You don't answer, or don't press 1: the lead goes on Jobs › Call back and you get a text.

Choose During business hours (your hours in Settings) or Any time. The phone we ring is the one you set, else the technician on call today, else the owner's cell. Call now on a lead does the same for your own phone whenever you like.

Follow-up texts

If they haven't replied, follow-ups go out at the hours you set after the lead came in (by default 12, 24 and 36 hours). They stop as soon as the customer texts back, you talk to them on a lead call, they're booked, or you mark the lead lost. A reply like "no thanks" marks the lead lost for you. Follow-ups only go out inside the texting window you set (8 AM to 8 PM by default, your time zone), and never to anyone who texted STOP.

Working a lead

Open a lead to see everything that happened, in order: the texts, the calls and how they ended, replies and notes. Make it a job turns it into an unscheduled job with the customer and address filled in, ready to schedule or quote. When that job's quote is approved or the job is done, the lead moves to Won.