Reading and answering your leads

Every time someone fills in the contact or booking form on your website, it lands here — with their name, number, what they want, and when they’d like it. New ones are marked New in orange until you’ve opened them.

Working through the inbox

1. Open Leads in the sidebar. Unread enquiries sit at the top, newest first.
2. Tap one to see the full message and the customer’s details.
3. From the detail view you can ring or email them straight away (their number and address are tappable on a phone), then:
   • Create job — turns the enquiry into a job with everything pre-filled;
   • Dismiss — for the tyre-kickers and the double-submissions.

The counters across the top (today, last 7 days, unactioned) tell you how you’re doing at a glance. If “unactioned” is climbing, that’s money sat on the table.

Tip: the moment an enquiry arrives, an auto-reply can go straight back to the customer so they know you’ve got it — even if you’re up a ladder.