Lead2ProjectLead2Project

The job management tool
built for the field.

Lead2Project Dashboard

One link tracks every lead, every job, and every payment status, from first click to invoice.

QuickBooks Export

No credit card · 2 min setup · Cancel anytime

How it works

Up and running in minutes.

01

Get your link

02

Share it everywhere

03

Run every job from one board

This is how you get leads today.

📞

Missed Call

(631) 555-0142

Today 2:47 PM · 3 min ago

Missed
Call Back
💬

Mike R.

iMessage · now

Hey I found you on google, I need a roof estimate. Can you come look at it? My address is 42 Oak...

iMessage

M
Gmail47

Sarah Thompson

11:32 AM

Website Form: New Estimate Request

Hi, I need help with my bathroom re...

Home Depot

11:15 AM

Your order has shipped! Track your...

QuickBooks

10:48 AM

Invoice #1847 is overdue. Send a re...

Call back
Tom - deck job
631-555-0199
← forgot to call 😬

This is how it should look.

Every lead lands here with their name, details, and photos. Nothing gets lost.

lead2project.com/dashboard

Your Company

Dashboard

+ New Lead

Leads

12

Active

8

Quoted

5

Scheduled

3

Sarah T.

Bathroom Remodel

NEW$1,200

Mike R.

Roof Estimate

QUOTED$4,800

Tom K.

Deck Build

SCHEDULED$3,400

Own the Google Search result.

Arctic Air

Arctic Air HVAC

★★★★★4.9 (124)

HVAC Contractor

Quote
Book
Website
Directions
Call

Tap "Request a Quote" to preview

Add your Lead2Project link to your Google Business Profile as your primary “Booking” or “Quote” link.

  • Capture leads while you're on another job
  • Professional "Request Quote" button
  • Collect photos

And everywhere else...

Scanning QR code on truck to get a quote
Scan. Submit. Done.
QR codes on trucks, yard signs, and social profiles

Truck wraps · Yard signs · Social

Your Website

Social Profiles

Yard Signs

Referrals

Business Cards

Vehicle Wraps

Your form, your brand

Custom forms
that win jobs. Built by you.

Ridge Line Roofing

Project Request Form

John Smith
(555) 0142
john@...
123 Main St, Anytown NY
Roof Repair
Roof Replacement
Leak Detection
Inspection
Gutter Work
Under 10 yrs
10-20 yrs
20+ yrs
Not sure

roof-damage.webp

File Attached

Build a form that feels like your business and gives customers confidence that you know your stuff.

Your colors & logo
Custom question logic
Photo & video attachment
Clean address capture

The fix

One dashboard.
Every job.

Customers submit. You run it all from here.

Lead2Project dashboard on phone

Inside the pipeline

Run the entire job
from one card.

Overview. Quote. Schedule. Payment. Every tab lives on the same lead card — no jumping between apps.

#1

Sarah Johnson

Submitted May 19, 2026

New May 21 · 2:00 PM Jack $1,200.00 due AI Brief
Client Info
Actions

Name

James Henderson

Email

jhenderson@test

Phone

(213) 123-2313

Category

Leak Repair
Message

The main floor shower is draining incredibly slowly and started backing up this morning.

Notes

Add internal notes

Beyond the board view

Everything else you need.
Nothing you don't.

Sending a quote on tablet

In action

Quote built. One tap to send.

One-Click Emails, Tracked

Send quotes, confirmations, and payment reminders. Every email tracked in your outbox.

Outbox
Live tracking

Sarah Johnson

12m ago

Quote sent — $1,200.00

Delivered

Mike Davis

1h ago

Schedule confirmation

Opened

Tom Harris

3h ago

Payment reminder — $3,400.00

Delivered

Alex Cooper

Just now

Quote sent — $875.00

Pending

Categories That Work For You

Attach quote templates and tasks to each job type.

Categories
+ Add New
Roof Repair
Quote template + 4 tasks
Leak Detection
Quote template + 2 tasks
Full Replacement
Quote template + 7 tasks

Your Data. Always Yours.

Export directly to QuickBooks or download a full CSV. Bulk edits, full data portability. No lock-in.

Filter
Sort
Bulk Edit (3) CSV

John Smith

Roof Repair

Scheduled$5,750

Sarah Kim

Leak Detect

Quoted$1,200

Mike Davis

Inspection

New$450

Alex Cooper

Siding

In Progress$3,800
Contractor reviewing daily digest operations brief at 6 AM

Monday, May 12, 2026

Good morning —
here's your day

Rapid Flow Plumbing · 9 items need attention

5

Leads

4

Scheduled

3

Pending

Active Revenue

Open pipeline balances

$18,720

Kevin White — quote sent 3 days ago

Sarah Johnson — scheduled today

Daily Operations Digest

Automated Operations Brief

Your business,
delivered at 6 AM.

Every morning at 6AM, you get a digest email — new leads, upcoming jobs, unpaid invoices. Review everything before you ever turn the key.

Today's active dispatches
Stale, unaccepted quotes
Overdue retainer invoices
Real-time gross pipeline totals

No demo. No sales call.

Sign up and start
in under 2 minutes.

You don't need to replace anything you already use. Keep your QuickBooks, keep your payment app. Lead2Project handles the part you're missing — catching leads and tracking jobs from one place. Bookkeeper or CPA? See our partner program.

Contractor sending quotes from the job site
Full access immediately
No credit card on free plan
No waiting for approval
Set up your form and go

One job pays for
the whole year.

Cancel anytime. No hidden setup fees. Just better business.

Free Tier

$0/ mo

See your leads come in. Upgrade when you're ready.

Booking link and QR code
Basic lead form
Lead dashboard
Table and calendar view
Create leads manually
Get Started Free

Basic Tier

$49.99/ mo

Full job management for growing crews.

Everything in Free
Custom booking form and branding
Quotes, scheduling, and payments
QuickBooks and CSV export
Receipts and financials page
Unlimited team members
Start 14-Day Free Trial
Most Popular

Pro Tier

$79.99/ mo

Automation and AI for serious contractors.

Everything in Basic
One-click quote and schedule emails
Payment reminder emails
Full email history and templates
6AM Daily Digest
AI Quote GeneratorAI
AI Project BriefsAI
Smart AI AssistantAI
Go Pro | 14 Days Free
Instant Workspace Deployment

Control your pipeline.
Secure your sanity.

Your competitors are still writing line items on loose paper and texting quotes from personal devices. Run a tier above.

No Card Obligation
Cancel Online Anytime
2-Minute Onboarding