Win the estimate before your competitor calls back
LeadsCoda answers new job inquiries in seconds, sends the quote with a deposit to hold the slot, texts your customer when your tech is on the way, and follows up on the invoice for you.
Emergencies flagged the moment they land Quotes with a deposit to hold the slot Arrival times customers can follow
Five steps, from the first message to the last payment: LeadsCoda does the answering, the texting and the chasing, and your customer can follow the job on their own page.
Step 1 · The first reply
LeadsCoda answers the job inquiry, and flags the emergencies
Someone fills in the form on your website at 9 at night. LeadsCoda's AI answers in seconds, in your voice, and can book the estimate visit on your calendar. When their words say it can't wait, like “burst pipe”, “no heat” or “sparking”, LeadsCoda marks the lead urgent and alerts your team's phones at once.
Each trade adds its own words: “frozen pipes” for a plumber, “outlet sparking” for an electrician, “tree fell on my roof” for a roofer. Add your own too.
The urgent alert comes through even with new lead alerts turned off.
Miss a call on a job, and LeadsCoda texts the caller back for you.
On your team's phones
LeadsCodanow
Urgent, new lead: Dana Ortiz
Our water heater burst and there's water everywhere in the garage. Can someone come out first thing tomorrow?
On the lead, in LeadsCoda
Dana Ortiz
Urgent
Flagged urgent
Mentioned “water heater” and “water everywhere”
Each trade's own words, built in
Plumber“frozen pipes”
Electrician“outlet sparking”
HVAC“furnace won't turn on”
Roofer“tree fell on my roof”
Water & fire damage mitigation“standing water”
Step 2 · The quote
LeadsCoda sends the quote and takes the deposit
Add the work line by line, set a deposit to hold the slot, and LeadsCoda texts the quote to your customer, or emails it if they have not agreed to texts. They open it, check every line, and pay the deposit by card, straight into your own Stripe account.
LeadsCoda takes no cut of what you charge.
If nobody answers, LeadsCoda follows up on the estimate for you, and stops the moment they reply.
Once the deposit is paid, LeadsCoda turns the quote into the invoice for the rest, ready to send when the work is done.
The text your customer gets
Your businessText message
Hi Dana, here is your quote from Your business for $1,875.00: leadscoda.com/quote/…
Their quote, with the deposit
Your quote from Your business
$1,875.00
$375.00 to secure your slot, the rest afterwards.
50-gallon gas water heaterSupplied and installed$1,640.00
Permit and inspection$145.00
Haul away the old tank$90.00
Subtotal$1,875.00
Total$1,875.00
Pay $375.00 and hold my slotAccept and pay a different wayNo thanks
Step 3 · On the way
LeadsCoda tells your customer who is coming, and when
Mark a lead won and LeadsCoda puts the job on your board by itself. On the day, your tech presses On my way and says how far away they are; LeadsCoda suggests the drive in current traffic. Your customer gets a text with your tech's name and a link to their job, where the arrival time stays current.
Running late? Change the time, and LeadsCoda texts them the new one.
Scheduled, On the way, In progress, Complete: each step shows on their page.
Texts go only to customers who agreed to them, and never during your quiet hours.
Hi Dana, Luis Moreno from Your business is on the way and should be with you in about 22 minutes. Reply here if now is no longer a good time. Follow along here: leadscoda.com/portal/…
9:31 AM, the last job ran long
Hi Dana, a quick update from Your business: Luis Moreno should now be with you in about 15 minutes.
Their job page, from the link
On the way
Arriving around 9:46 AM
This page updates by itself.
Step 4 · On the job
LeadsCoda keeps everything about the job in one place
Before and after photos, documents, notes and costs live on the job. Your team posts updates there and sends each one to the teammates who need it. Turn on Sharing, and your customer follows the job from their own page, seeing only what you choose to share.
Every photo, file and post starts as team only. You choose what the customer sees.
Mark the job finished, and LeadsCoda offers to add an after photo for their page.
Add what you paid for materials, fuel or equipment, and the job shows what it really made.
Your team's activity on the job
Water heater replacement · Dana Ortiz
LM11:43 AMLuis Moreno: Added 2 photos
11:40 AMUpdate: Finished
LM10:12 AMLuis MorenoOld tank is out. The shutoff valve is seized, so I'm swapping it while I'm here.Sent to: Priya Shah
9:47 AMUpdate: In progress
Their job page, once you share it
Water heater replacement
Complete
Progress
Scheduled
On the way
In progress
Complete · now
Photos and documents
Water heater warranty.pdf
Step 5 · Getting paid
LeadsCoda sends the invoice and does the chasing
When the work is done, send the invoice for the rest, due on your payment terms, and your customer pays it by card from the link. If it sits unpaid, LeadsCoda sends a friendly reminder the day it's due, then up to 4 more over the next 5 weeks, and stops the moment it's paid.
Reminders go by text only to customers who agreed to texts.
Roofing, restoration and general contracting jobs get more time between reminders.
Paid by check or cash? Mark it paid, and the reminders stop.
The job's money
Charged
$1,875.00
Cost
$612.40
Made
$1,262.60
Water heater and fittings$583.40
Fuel$29.00
Their invoice, and a reminder if it waits
Your businessText message
Hi Dana, here is your invoice from Your business for $1,500.00, due Nov 18: leadscoda.com/quote/…
Nov 18, the day it's due, still unpaid
Hi Dana, this is Your business. A friendly reminder that the invoice for your job (INV-1009) for $1,500.00 is due today. You can take care of it here: leadscoda.com/quote/… Reply STOP to opt out.
Where LeadsCoda's AI does the office work
LeadsCoda's AI writes in the voice you approved. For replies to customers, you choose whether it sends them or drafts them for you.
Answers new job inquiries in seconds, day or night, and can book the estimate visit
Holds back any reply that names a price you never gave it, so you can check it first
Estimates what a new job is likely worth, using only your own numbers, and shows where the figure came from
Turns a question it could not answer into a fact you approve once, with an answer suggested from your own website
Rewrites your follow-ups in your voice, using only facts you approved, for you to check
With Pro or the add-on, answers your calls too: takes a full message when nobody can pick up, and after hours calls your on-call tech only for an emergency
LeadsCoda handles the rest of the business too
Insurance work, the people who send you jobs, and the team that does them.
Insurance jobs
For restoration, roofing and any job an insurer pays for, LeadsCoda keeps the claim on the job: the carrier, the claim number, the adjuster, the expected payout and the deductible.
Email the adjuster for an update in one tap, or let LeadsCoda follow up
See what every insurer still owes you in one list
Using Encircle? The claim, its photos and its notes stay in step with the job, both ways
Referral partners
LeadsCoda gives the people who send you work their own portal: property managers, insurance agents, general contractors and the other trades you swap jobs with.
They send you a job from it
They follow it from estimate to complete, seeing the status only
They message you, and see any thank-you bonus you set
Your team
LeadsCoda hands each new lead to the next rep in turn, or lets your team claim leads from a shared pool.
Each rep gets an alert when a lead is theirs
Every job shows who has it, and the On my way text names them
One activity feed shows every job's updates and messages
LeadsCoda's Growth plan includes the job board your customers can follow, live arrival tracking, automatic invoice chasing and the partner portal. Quotes, deposits, invoices, the On my way text and LeadsCoda's AI answering new leads come with every plan. The AI receptionist comes with Pro or as an add-on, and the free trial includes everything. Compare LeadsCoda plans →
LeadsCoda handles the office while you're on the job
Try LeadsCoda free and send your first quote today. No credit card needed.