SALES SKILL · EVERY INDUSTRYLead Intake & Booking
Lead Intake & Booking
First to call back.
A form or call creates the CRM contact and the JobTread customer, then books the site visit.
AT A GLANCE
DepartmentSales
Works inEvery industry
Runs onGoHighLevel, JobTread, n8n, Quo, RingCentral, ServiceTitan, Zoho CRM
You getQualified, booked site visits with a summary for the estimator.
Ways to buyDIY, Installed, or Managed
for every new lead to get a reply, day or night.GoHighLevel · JobTread · n8n
1place where every lead lands, instead of three inboxes.Web · phone · Facebook · Google
01 · WHAT IT DOES
What Lead Intake & Booking does
Lead Intake & Booking catches every lead from your website, phone, Facebook, and Google in one place. It creates the contact in your CRM and the customer in JobTread, asks a few qualifying questions by text, and books the site visit on your calendar.
Your estimator gets a short summary before the visit: what the client wants, budget range, timeline, and photos if they sent any.
02 · THE PROBLEM
Leads come in from the website, the phone, and Facebook. They land in three places and wait hours for a callback.
Sounds familiar?
Leads land in several different inboxes
Callbacks take hours, or wait until the next day
You type the same lead into your CRM and JobTread
Site visits get booked through phone tag
That's us. Book a call →03 · HOW IT WORKS
Step by step
◌ YOUR APPROVALNone for booking. You set the rules.
01Captures leads from forms, calls, and messages in one place
02Creates the contact in your CRM and the customer in JobTread
03Asks qualifying questions by text
04Books the site visit on your calendar
05Sends the estimator a summary
04 · HOW IT CONNECTS
How it connects
Runs on these tools
GoHighLevelCRM, texting, and marketing automation for local service companies.JobTreadJob management for builders and remodelers: estimates, budgets, schedules, time entries, and daily logs.n8nSelf-hosted automation with no per-task fees.QuoBusiness phone for small teams, formerly OpenPhone: shared numbers, texting, call recordings, and AI call answering.RingCentralCloud phone system: calls, texting, video meetings, and call recordings.ServiceTitanField service management for HVAC, plumbing, and electrical: booking, dispatch, pricebook, invoicing, and memberships.Zoho CRMCRM and pipeline for small and mid-size teams, part of the Zoho suite.Works in every industry
RemodelingEstimator, Dispatcher, and Bookkeeper. Built around JobTread proposals, change orders, and draw schedules.RoofingFast lead response, storm-surge intake, and insurance paperwork handled for every job.HVAC + PlumbingDispatch, maintenance-plan renewals, and after-hours intake by an agent.Agencies + B2BClient onboarding, status reports, and renewals, from deal to delivery.InspectionsField Reporter, Office Assistant, and Ops Analyst. Built around scheduling, site visits, and fast reports.Permits + DesignOps Analyst, Estimator, and Office Assistant. Built around permit tracking, client updates, and a bird's-eye view.General ContractorsOps Analyst, Estimator, and Bookkeeper. Built around a bird's-eye view of calls, jobs, deals, and lead spend.Agents that run it
EstimatorRuns on Claude. Writes estimates and scopes of work, and keeps every unsigned bid warm.Office AssistantRuns on OpenClaw. Answers "where's the Smith job?" by text or Slack, and triages the inbox.Stacks it connects
GoHighLevel + JobTreadNew lead creates the JobTread customer and books the site visitGoHighLevel + ServiceTitanNew leads create the ServiceTitan customer and book the jobRingCentral + ServiceTitanMissed calls become booked jobs in ServiceTitanQuo + JobTreadEvery call and text logged on the right JobTread customerRelated skills
Payroll PrepPulls JobTread time entries, flags missing or odd hours, and preps QB Desktop payroll for your approval.Proposal → ContractAn approved proposal becomes a standard contract, out for e-signature in a minute.Estimate Follow-upPersonal follow-ups on unsigned estimates, drafted by Claude on days 2, 5, and 10.05 · QUESTIONS
Questions, answered.
Still not sure? Bring your question to a free 30-minute call. You'll leave with a written plan either way.
Book a 30-min ops callYou set the rules. Out-of-area or too-small jobs get a polite reply and aren't booked.
It catches missed calls and texts back right away. Full call answering can be added with an agent.
GoHighLevel and HubSpot most often, plus anything n8n, Zapier, or Make can reach.
No. We build on the tools you already pay for, like JobTread, QuickBooks, and your CRM.
Anything that touches money or a client waits for your approval, and every run is logged so you can see exactly what happened.
After a free 30-minute call, you get a written plan with a fixed price and a timeline before you commit to anything.