Where Do Leads Come From?
When someone fills out the booking form or estimate request form on your public website, HoodServe captures it as a Lead. You get notified immediately (bell notification + email) so you can follow up fast.
Viewing Your Leads
Go to Leads in the sidebar. Each lead shows:
- Name, email, and phone
- Service they're interested in
- Preferred date (if they submitted one)
- Form type (booking request vs estimate request)
- Their message / notes
- Status: New, Contacted, Converted, or Lost
Lead Statuses
| Status | When to Use It |
|---|---|
| 🆕 New | Just came in, not yet reviewed |
| 📞 Contacted | You've reached out and are in conversation |
| ✅ Converted | Became a client |
| ❌ Lost | Didn't convert — wrong fit, no response, etc. |
Converting a Lead
- Open the lead.
- Click Convert to Client.
- HoodServe creates their client profile automatically.
- If the lead came from an estimate form, a draft estimate is generated for you to review and send.
- If the lead came from a booking form, you're taken to the create booking screen with their info pre-filled.
Speed Matters
Studies show that leads contacted within 5 minutes are 21× more likely to convert than those contacted after 30 minutes. HoodServe notifies you instantly — follow up while interest is hot.
📌 Keep your lead pipeline clean. Mark converted or lost leads promptly so your "New" count only shows leads that genuinely need attention.