Web Lead Estimates

When enabled, your public landing page includes an instant estimate form. Visitors enter their name, contact info, property address, and desired service — and you receive a draft estimate ready to review and send.

Requirements

• Web Lead Estimates must be enabled on your plan.
• A service catalog with at least one active service and pricing.

How it works

1. A visitor fills out the estimate form on your landing page with their name, email or phone, property address, and optionally selects a service.
2. A new contact and customer record are created in your account automatically.
3. A property is created from the submitted address (marked as a lead property).
4. A draft estimate is generated based on the requested service and your catalog pricing. If Property Intelligence data is available, related cross-sell services may be included automatically.
5. You receive a notification (SMS, email, or push) with a link to review the draft estimate.

What's in the draft estimate

• Requested service — matched against your service catalog by name. Pricing comes from your catalog, not from AI.
• Recommended add-ons — up to 4 additional services suggested based on the property (e.g. hedge trimming if hedges are detected). These come from your catalog pricing.
• Consultation fallback — if no service matches, a $0 "On-site consultation" line is added so you have something to edit.
• Internal notes — the visitor's message and any available property details are included for your reference.
• Validity — the draft is set to expire in 30 days.

Reviewing and sending

Draft estimates appear in your Estimates list with a Draft status. From there:

1. Open the estimate and review the line items and pricing.
2. Adjust quantities, prices, or add/remove services as needed.
3. Click Send to deliver the estimate to the lead.

See Creating & Sending Estimates for the full estimate workflow.

Referral tracking

If the visitor arrived via a referral link (e.g. ?ref=CODE), the referral is automatically tracked and attributed to the referring customer.

Tips

• Keep your service catalog prices up to date — draft estimates pull directly from your catalog.
• Respond to web leads quickly. The faster you send a polished estimate, the higher your close rate.
• The lead also appears in your Contacts & Leads list for pipeline tracking.

Related

• Creating & Sending Estimates
• Contacts & Leads
• Public Landing Page
• Property Intelligence