Collect · Data collection demo
Thirty seconds. Every lead. One log.
This is the form that catches every inquiry — whoever answers the phone fills it in, and the website version fills itself. Add a lead below, then open the board or the weekly report: your lead will be there. That's the whole system — collect once, and every report downstream stays true.
The habit that makes it work
- Caught a call? Fill this form before you hang up the truck door. Thirty seconds.
- Missed a call? The text-back automation logs it for you and asks the customer what they need.
- Sent a quote? One more field — the follow-up date — and the system never forgets it.
We design for the worst day, not the best one: if all the owner does is answer calls and fill this form, the weekly report still tells the truth.
Your demo lead log
Leads you add here are stored only in your browser. The board and report merge them with the sample company's data.
| Logged | Customer | Source | Area | Request | Urgency | Next action |
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