New lead

From capture to booked job, single-tenant demo.

Step 1 of 3 — capture a lead.

New lead
Capture the basics. The next screen drafts a quote in seconds.

A sentence or two — the AI uses this to draft the line items.

Seeds the AI quote draft with the catalog’s default price and duration.

Channels the /summary roll-up tile groups leads by.

Drafts an HVAC tune-up quote tuned to the lead’s notes.