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Leads

Auto detailing lead management that keeps every request in view.

Keep a new inquiry visible from the first request to the next action. The lead record brings together contact information, requested service, source, notes, and status so the team can call, text, follow up, or convert when the job is ready.

From a new request to the next step.

See incoming requests, keep their context together, and move each lead toward a customer or order.

Detailing lead inbox with fictional names and phone numbers, request status, service, and source

Scan the inbox

Find a request by name and see its status, source, and requested service.

Detailing lead record with fictional contact information, requested service, source, and notes

Read the request

Open one record for contact actions, service details, source, and notes.

Lead action menu for setting status or converting a lead into a customer or work order

Choose the next step

Set a status or convert the lead to a customer and work order.

New lead form with contact, vehicle, service, and notes fields

Add a lead yourself

Capture a new inquiry with contact, vehicle, service, and notes fields.

Leads in the shop.

See incoming requests, keep their context together, and move each lead toward a customer or order.

One lead inbox

See new and converted leads in one list. Search the list and check each request's status, source, vehicle, service, and created time.

A request has a place to go when it arrives, even if the team cannot respond immediately.

Request and contact together

Open a lead to review its contact details, requested service, source, created time, and notes. Call or text from the lead when a phone number is available.

Staff can see what the person asked for before choosing how to follow up.

Manual lead capture

Create a lead with a name, phone, email, address, vehicle, service, and notes. Set its status and source in the same form.

A phone call or walk-in can enter the same follow-up workflow as an online inquiry.

Source on the record

The lead list and detail view show where a request came from, such as Yelp or AI Voice. The new-lead form lets staff choose a source and mark a website lead.

Follow-up starts with context about how the customer found the shop.

Lead statuses

Move a lead through New, In Progress, Converted, or Closed from the lead actions.

The team can tell which inquiries still need attention without reading every note.

Convert when ready

The lead actions offer conversion to a customer or to a customer and work order.

The inquiry stays distinct from a booked job until staff chooses the next step.

Works with

  • AI Voice
  • Website Leads
  • Marketing sources

See leads in your shop.

Walk through a real job with your services, team, and customer flow in mind.