Lead2ProjectLead2Project
Operations

From first lead
to final payday.

Every lead on one board. Quote in one click. Schedule with a tap. Track payments without a spreadsheet — your entire operation in one dashboard.

The Board

Every lead.
One screen.

Stop flipping between tabs, texts, and sticky notes. Every lead lives on a board you can switch between card, table, and calendar view. Bulk-edit from the table to update dozens of leads in seconds.

Card view — visual pipeline at a glance
Table view — bulk edit, sort, filter everything
Calendar view — see all scheduled jobs
Custom pipeline stages per category
New leads flagged live as they come in
Lead2Project board with card and table views
Lead2Project one-click quote builder with accept decline

Quotes

One click.
Professional quote.

Stop texting estimates from your personal number at 9pm. Build quotes from custom templates by category and send a branded email with Accept and Decline buttons — customers click to approve, no back and forth.

Custom quote templates by service category
Branded email with your logo and colors
Accept / Decline buttons for customers
Every quote tracked in your outbox

Scheduling

Schedule the job.
Confirm automatically.

Pick a date, assign a crew member. One click sends a branded confirmation email to the customer with all the details — no phone call needed.

Pick date and time from the lead card
Assign crew members to jobs
Branded confirmation email sent automatically
All scheduled jobs visible on calendar view
Lead2Project job scheduling with branded confirmation

Payments

Stop chasing checks.

Track payment status on every job. Send one-click reminders. Mark paid when the money hits — no spreadsheet required.

Payment status

See paid vs. unpaid at a glance on every lead card

One-click reminders

Send branded payment reminder emails with one tap

Mark as paid

Update payment status instantly when money comes in

Pending overview

See total pending revenue across all active jobs

The Full Pipeline

One dashboard. Every stage.

Lead In
Quote Sent
Scheduled
In Progress
Paid

Every stage is customizable. Add your own pipeline steps per service category — rename them, reorder them, make them yours.

Your entire operation. One login.

Stop juggling five apps and a spreadsheet.

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