How LeadNow works

A tech sends a lead from the property in My LeadNow. Zip Routing gives it to the sales rep who covers that zip code and emails them. Nobody routes it by hand. Later the tech opens the same lead in My LeadNow and sees whether it was called or scheduled.

In the app

The tech enters the customer, the address and the service. They add a photo or a voice note in seconds. It's logged at the property, while the tech still remembers exactly what the customer asked for.

Photos and voice notesA picture of the problem or a note in the tech's own words, both on the lead when the rep opens it.

Several leads at onceLeads for the same customer sent together appear as Associated Leads on one profile.

Lead statusTechs reopen any lead they sent from the app.

LeaderboardEvery tech's lead count for the current month, ranked.

In the office

Each lead arrives as New. Zip Routing has already assigned it, and the rep has a New Lead Assigned email waiting. From there it moves to Open, Pending or Complete.

Each status has sub-statuses: First Attempt, Second Attempt, Scheduled On FI, Invalid, Not Reached, Not Interested, Scheduled, Completed Proposed, Sold.

The lead profileContact details, address, the original request, service, photos and audio, office notes and any associated leads, on one screen.

FiltersClick a status or sub-status to see only those leads. Search by name, account number, service or zip, and set a date range.

Manual entryLeads that come in by phone or at the front desk go in with + Submit Lead, in the same list.

ExportExport the whole list or only what you've filtered.

Reports

The dashboard opens on five tiles: Total, New, Open, Pending and Complete. Click one to see its leads.

Monthly ReportNew leads against completed ones, month by month for the last 12 months.

Technician performanceLeads submitted by each tech, for any date range.

Leads by RepHow many leads each rep owns right now.

Status changesThe date each lead moved from New to Complete.

Getting more technicians to submit

Techs asked for a way to check on leads they'd sent, so My LeadNow shows each lead's status, photos and audio.

More on LeadNow

LeadNow overviewWhat it does.Use casesHow customers use it.Switch to the new appMoving your team over.Help guideEvery screen in the office portal.

See Zip Routing on a test lead

We'll send a test lead through Zip Routing to a rep and back to the tech's app.

Schedule a demo