Leads

Every price request. One list. Right through to won.

Everyone who asks you for a price lands here. See where they found you, quote them from your price list, and know who opened it and who said yes.

Get started → How it works
Have a go:
app.localgenius.com.au/leadsSample

Leads

Everyone who asked for a price, from first ask to won.

Instant quotesOn Sync
0 selected

This is the real Leads screen, filled with made-up leads for a sample plumber. Click anything.

Leads

Sample leads. Tap a tab or a lead.

Sources

Know where the work comes from.

Every lead keeps where it came from. So you can see which part of your website brings in the jobs.

  • Website forms and website chat, side by side
  • How many leads came from each
  • Why you lost the ones you lost: too dear, too far, went with someone closer
Where your work came fromSample
Bayside Plumbing Co · this month

From "how much?" to a booked job.

Four steps. Most of them happen by themselves.

1

Someone asks for a price

From your website's forms or chat. They land in Leads as New, with their job, suburb and any photos.

2

You quote from the lead

Pick jobs off your price list and GST is added. Or let Genius draft it for you to check.

3

You see what they do

Sent, opened, accepted. If it sits unopened, tap Follow up and a nudge is written for you.

4

They say yes. It's Won.

Accepting on their quote page moves it to Won. Send it to ServiceM8 and ask for a review.

All the little things that save you a phone call.

Small things that add up to more jobs won.

  • New, Quoted, Won, LostTabs with counts, plus dollars quoted and dollars won at the top.
  • Filter and sortBy where they came from, suburb or quote status. Sort by amount, name or last contact.
  • Tick a few, do it onceSend them to your CRM, move them to a stage, or delete them with Undo.
  • Quote from the leadYour price list, GST worked out, a PDF and a quote page they can accept.
  • Opened or notEach quote says To check, Not opened, Opened, Accepted or Declined.
  • Follow up in one tapA friendly nudge, already written. You read it, then send it.
  • Instant quotesGenius drafts the quote from your prices. Small jobs can go straight away.
  • Send to ServiceM8Client, job, quote lines and the PDF. HubSpot, Pipedrive and Zapier too.
  • Ask for a reviewRight on the won job, while they're happy.

Leads come with every plan.

Every plan gets the whole Leads screen. Compare what each plan includes on the pricing page.

Starter
$29.99
AUD a month, inc GST
  • Leads from your website forms and chat
  • Quotes from your price list
  • New, quoted, won and lost
  • Send leads to ServiceM8, HubSpot, Pipedrive or Zapier
Get started
Business
$99
AUD a month, inc GST
  • Leads from your website forms and chat
  • Quotes from your price list
  • New, quoted, won and lost
  • Send leads to ServiceM8, HubSpot, Pipedrive or Zapier
Get started
Pro Most popular
$199
AUD a month, inc GST
  • Leads from your website forms and chat
  • Quotes from your price list
  • New, quoted, won and lost
  • Send leads to ServiceM8, HubSpot, Pipedrive or Zapier
Get started
Managed
$299
AUD a month, inc GST
  • Leads from your website forms and chat
  • Quotes from your price list
  • New, quoted, won and lost
  • Send leads to ServiceM8, HubSpot, Pipedrive or Zapier
Get started

Prices in AUD a month, inc GST. Change plans any time from Billing.

Questions

Something else? Email support@localgenius.com.au

Where do my leads come from?
Anyone who asks for a price on your website lands in Leads, from your contact and quote forms or your website chat. Each one is marked with where it came from.
Do I have to write every quote from scratch?
No. Quotes start from your own price list, so you pick the jobs and the prices fill in, with GST worked out. Turn on Instant quotes and Genius drafts the quote for you. You check it and send it, or let small jobs go straight away under a limit you set.
What does my customer get?
An email with your quote as a PDF and a link to their own quote page. They can accept it right there. When they do, the lead moves to Won by itself. Sending quotes by text is coming soon.
Does it chase people for me?
You can see who hasn't opened their quote yet. Tap Follow up and a friendly message is written for you. You read it, then send it. Nothing goes out without you.
I already use ServiceM8. Do I need both?
Keep it. Send a lead to ServiceM8 in one tap and it makes the client, the job, the quote lines and the PDF there. HubSpot, Pipedrive and Zapier work too.
What if I delete one by mistake?
Tap Undo. Deleting tucks a lead away. It never wipes the customer or their messages.

Stop losing jobs in your text messages.

Every price request in one list, quoted from your phone, through to won.

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