Add leads to your Customer List with contact info, equipment, and notes.
Contact logs
Document interactions
Every lead and customer conversation your team has logged, in one place.
Estimate tracking
Track opportunities
See which estimates were opened, viewed, signed, or are still waiting on approval.
Follow-up
Follow-up consistently with email and text
Email or text leads, track opens and clicks, and get text replies in your Text Messaging inbox.
Sales dashboard
Follow the numbers
See pending estimates, total sales, and service agreements at a glance.
I’ve handcrafted about 3,500 tasks since I started this back in 1996. The jobs that kill a shop’s margins are never the big ones, they’re the cheap-looking ones nobody bothers to price right.
James Leichter
Flat Rate Plus Online creator
3500+
flat rate tasks
8 FREE
calculators
Flat Rate Plus Online® goes beyond pricing
Smart systems for techs in the field. Full accounting and follow-up for the office.
QuickBooks Sync
Maintain instant, accurate, and automatic flat-rate pricing updates.
Field Ops
Keep jobs moving with easy scheduling, faster estimates, and invoicing that gets you paid.
Sales & Marketing
Turn more leads into jobs, stay on top of follow-ups, and keep your reputation strong.
Lead management software helps you turn a phone call into a sale. It stores each lead’s contact info, call notes, quotes, and proposals together, so you can pick up right where you left off.
It helps you:
Keep details handy. Contact info, notes, and past conversations are all in one file.
Stay on top of quotes. Estimates and proposals stay attached to the customer.
Win the job. Follow up at the right time, before the lead goes cold.
After the sale, move customers along to the CRM to bring them back for future work.
Stop Leaking Opportunities
Your business has a lot of moving parts. When you’re tracking jobs on sticky notes, it’s hard to remember who got a quote, who said “maybe,” and who’s still waiting to approve. When there’s no reminder that a lead exists, that lead is gone.
Free lead management software keeps your leads organized in a way that makes sense, without the high price tag.
Core Features of Free Lead Management
Core Features of Free Lead Management
Good/Better/Best Proposals
When you give a customer one price, they have two choices: yes or no. That makes it easy to walk away or go shopping for a cheaper quote. Good/Better/Best proposals give customers clear options to pick from, so the question becomes “which one?” instead of “should I?” You can add service agreement discounts and financing options to make the decision even easier. You’ll close more jobs, and many customers will choose a higher option than they would have with a single price.
Automated Follow-Up
Most leads don’t say yes on the first visit. They need a reminder, and then another one. But when you’re busy running jobs, chasing every open quote by hand doesn’t happen, and those leads end up calling someone else. Automated follow-up sends emails and texts on a schedule, so every lead hears from you without you having to remember. You stay in front of customers until they’re ready to book.
Mobile Access
When lead info only lives on the office computer, your techs are working blind in the field. They can’t check a customer’s past quotes, and new info has to wait until someone gets back to the shop. Mobile access lets techs see and update leads right from the job site. Notes get logged while they’re fresh, and your whole team works from the same up-to-date info.
Free Lead Management Software for Contractors
Free Lead Management Software for Contractors
Without lead management software, it’s easy to get stuck handling the calls that need help right now and forget to follow up on the maybes. Software reminds you which opportunities never closed, so you can go back and book more jobs.
Collect leads. Keep leads from phone calls, website forms, and Facebook messages in one place, and be the first to call back.
Present better. Techs show customers professional proposals that make it easier to say yes.
Increase sales. Follow up at the right time because you can see where every lead stands.
Get Started with Flat Rate Plus Online
Get Started with Flat Rate Plus Online
Register and start following up before your leads go cold.
Build better quotes, stay on top of your parts, and give customers clear options that help close more jobs.
Scheduling
Keep the day on track by booking appointments, organizing jobs, and keeping the full schedule in view.
Invoicing
Get paid faster and keep every paid and unpaid job visible in one place.
Leads
Turn more leads into jobs. Keep customers in the loop with targeted marketing you can send now or schedule for later.
Join for free. No card, no catch.
The Forever Free™ plan lets you build your own custom flat rate price books, access up to 5,000 flat rate task items, and use built-in price calculators and bookkeeping reports. Start today for free with the #1 flat rate pricing software for HVAC, plumbing, and electrical contractors, since 1996.
The Forever Free™ plan lets you build your own custom flat rate price books, access up to 5,000 flat rate task items, and use built-in price calculators and bookkeeping reports. Start today for free with the #1 flat rate pricing software for HVAC, plumbing, and electrical contractors, since 1996.
The Forever Free™ plan lets you build your own custom flat rate price books, access up to 5,000 flat rate task items, and use built-in price calculators and bookkeeping reports. Start today for free with the #1 flat rate pricing software for HVAC, plumbing, and electrical contractors, since 1996.
Follow-up consistently with email and text
Follow the numbers