Everything you need.
Nothing you won’t use.

Six tools that cover every step from first contact to paid invoice. No bloat. No six-month onboarding.

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Lead pipeline

See every lead. Know what needs attention.

Every prospect in one view. Know what’s new, what needs a follow-up call, and what’s waiting on a quote — the moment you open the app.
  • ✓Add a lead in 30 seconds on your phone
  • ✓Pipeline view shows every stage at a glance
  • ✓Filter and sort by status, value, or date
Your pipeline
14New leads
6Follow-up due
9Quoted
4Won this month
Follow-up reminders

Never let a lead go cold while you’re on a job.

You quoted a $7k job three days ago. You’ve been on site. LeadWiseSystem reminded you to call back before they hired someone else.
  • ✓Automatic follow-up reminders per lead
  • ✓See overdue follow-ups first
  • ✓Log every call and note in one place
Today’s activity
Follow-up due — Johnson Plumbing
Overdue
Quote sent — Rivera HVAC
9:02 AM
New lead — Anderson Electric
8:45 AM
Quotes

Send a professional quote in two minutes flat.

Add line items, hit send. Your customer sees a clean branded quote on any device. No PDFs. No email threads. No printing.
  • ✓Customer approves directly from their phone
  • ✓Approved quote flips to invoice automatically
  • ✓Your branding, not ours
Quote #047
Rivera HVAC · AC replacement
Sent • Viewed
Carrier 3-ton AC unit$2,400
Labor — 8 hrs @ $120/hr$960
Total$3,500
Invoices

Quote approved. Invoice sent. Done.

One click turns an approved quote into an invoice with a payment link. Customer pays via their own app. You close the job and move on.
  • ✓Convert quotes to invoices instantly
  • ✓Attach your own payment link (Stripe, Venmo, PayPal)
  • ✓Track paid vs outstanding invoices
💰
Invoice #INV-047
Rivera HVAC · $3,500
✅ Paid
Team visibility

Your whole crew on the same page.

No more “did you call them?” No more double follow-ups. Everyone sees the same pipeline and knows exactly what needs to happen next.
  • ✓Up to 5 users on Starter, 25 on Pro
  • ✓Shared pipeline view
  • ✓Lead assignment per team member
Mike8 open leads3 follow-ups due
Sarah5 open leadsAll followed up
Carlos12 open leads2 quotes pending
Customer history

Every note, quote, and invoice in one place.

When they call back next year, you know exactly who they are, what you quoted them, whether they paid, and what they said last time.
  • ✓Full contact and job history
  • ✓All quotes and invoices linked
  • ✓Notes and call logs attached
Rivera HVAC
Carlos Rivera · (555) 392-8810
Quote #047 — AC replacementPaid
Quote #031 — Furnace tune-upPaid
Note: Prefers text. Next service due March.

New feature

Schedule jobs, track time, and bill it all in one click.

From the moment a lead says yes to the moment you send the invoice, every step lives in LeadWiseSystem.

📅

Job scheduling

Assign jobs to team members with date, start time, and end time. See your whole week at a glance.

⏱

Time tracking

Log billable and non-billable hours per job. Set hourly rates per person. Know your actual labor cost.

💸

Expense tracking

Log materials, equipment, and other costs per job. See exactly what each job costs you before you invoice.

📋

Job-to-invoice

Mark a job complete, hit Invoice. Labor hours are pre-filled as a single line item. Done in seconds.

📈

Profitability reports

Revenue vs. labor cost vs. expenses per job. Know which jobs made money and which ones didn’t.

Ready to close more jobs?

14 days free. No credit card. Running in 5 minutes.

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