Definition

Lead

A potential customer who has expressed interest in services but has not yet received or approved an estimate. The first stage of the contractor sales funnel.

In Depth

Leads come from intake forms, QR codes, referrals, and phone calls. A well-managed lead pipeline tracks the status of every prospect — new, estimating, estimate sent, approved, paid — so no opportunity falls through the cracks.

Example Usage

"After 3 weeks of running a QR code campaign on yard signs, the contractor had 19 new leads in their pipeline ready to estimate."

Put Lead into practice

BidSwift is estimating software built for lawn care and holiday lighting contractors. Apply these concepts in every estimate you send — satellite measurement, material markup, and professional estimate links in one tool.

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