Every lead in one queue
Facebook Lead Ads, Angi, your website form and internal forms feed a single review queue. Approve good leads and set spam aside in a click.
Products · JobFlow
JobFlow brings in leads from every channel, keeps follow-ups on schedule, and tracks each sold job stage by stage, so sales and production work from the same live picture.
New leads
Job #2048 · sample
Oakline Builders
Why JobFlow
Leads arrive by Facebook, Angi, web form and phone, and live in different inboxes.
Every lead lands in one queue automatically, tagged with its source.
Follow-ups depend on someone remembering to call back.
A set follow-up cadence of calls, emails, and callback dates, with nothing left to memory.
Sales and the shop track jobs in separate spreadsheets.
Approved work moves to a shared production board the whole team sees live.
Nobody knows which lead source pays off, or what a job actually cost.
Source attribution, pipeline reports, and cost close-out on every completed job.
How it works
Each lead follows the same clear path, so everyone knows what happens next and nothing waits on someone's memory.
Leads arrive from every channel into one queue.
Approve good leads, reject spam or out-of-area requests.
Calls, automatic emails, and callback dates, on a schedule.
Book the site visit on the calendar and track the quote.
The job moves stage by stage across the production board.
Record actual costs and see the margin on every job.
Key highlights
Everything below is live and running in a working business today.
Facebook Lead Ads, Angi, your website form and internal forms feed a single review queue. Approve good leads and set spam aside in a click.
A structured cadence: first call within 24 hours, then an automatic email and a dated task after each missed call, for up to three attempts.
Booking a site visit creates a Google Calendar event, and rescheduling updates it. Leads who ask to be called back later come back automatically on the date.
Sold jobs move onto a 13-stage production board. Each stage is marked to do, in progress, complete, on hold, or not needed.
Close out each completed job with its actual costs, so you can see the real margin on the work you did.
Ten built-in reports, including lead-source attribution, quotes sent, follow-ups, lost leads and on-hold jobs, all exportable to CSV.
Roles and departments keep sales and production in their own lanes. Access rules are enforced by the database, not just hidden in the menu.
Every change is recorded. If something is edited by mistake, restore the earlier version in a click.
Production
Once a job is sold, it moves onto the production board. Your shop team updates each stage as work happens, and the office sees it live, without calls or status meetings.
| Job | Measure | Design | Order | Build | Install | Clean up |
|---|---|---|---|---|---|---|
| Harbor View Dental | Complete | Complete | Complete | In progress | To do | To do |
| M. Rivera | Complete | Complete | In progress | To do | To do | N/A |
| Oakline Builders | Complete | On hold | To do | To do | To do | To do |
| Seaside Café | Complete | Complete | Complete | Complete | Complete | In progress |
Sample jobs and stages shown for illustration.
Connected
Zapier
Brings leads in from any source
Google Calendar
Site visits and reschedules
Third-party CRMs
Records created automatically on approval
Automatic follow-up emails
On the roadmap
These features are planned and in development. They are not available yet.
FAQ
Service businesses that sell, schedule, and deliver jobs, such as contractors, installers, and trades. It suits teams where sales and production need to share the same view of the work.
Yes. JobFlow runs the day-to-day lead pipeline, follow-ups, and production tracking for an installation business, with sales and production teams using it live.
Yes. Leads come in through Zapier, so Facebook Lead Ads, Angi, website forms, and most other sources can feed the same queue.
Yes. JobFlow is a web app, so your team can use it in the office, in the shop, or on site from any modern browser.
Request a demo. We'll walk through your current lead and job process and show you how JobFlow would fit it.
We run the marketing that brings qualified leads in, and JobFlow makes sure every one is followed up and delivered.