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Lead2Project

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Lead2Project is job management software built for home service contractors — roofers, HVAC techs, electricians, painters, plumbers, fencers, and anyone who runs a crew. Sign up and get a branded customer booking link and QR code instantly. Put it on your truck, yard signs, or Instagram bio. Customers fill out your fully customizable form — you choose the questions, categories, and what you collect. Leads land on your private dashboard with name, contact, photos, and project details already captured. No manual entry, no missed texts. From the dashboard you can schedule jobs and assign crew, build and send branded quotes that customers can accept or decline directly by email, and track payment status on every job. Upload photos, documents, and short videos to each job card. Every email — quote, schedule confirmation, payment reminder — sends in one click and is logged in a dedicated outbox so nothing ever gets lost. Customize your pipeline stages, build task checklists and quote templates per job category, and add custom questions to your intake form. Bulk edit jobs from the table view and export all your data to CSV for bookkeeping. Pro plan includes a 6AM daily digest email every morning — scheduled jobs, unpaid balances, and new leads overnight so you know your day before you start your truck. AI-powered job briefs and an AI assistant help you move faster on every lead. 14-day free trial. No credit card required. Live in 2 minutes.

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