Coming soon: industry tools not built

Quote follow-up that runs until they reply or book

Inquiry, callback, estimate visit and quote follow-up on one shared CRM record. Timed follow-up that stops when they reply or book.

Register interestBook a workflow call
Sample customer: Dana R.Sample data

Customer journey

Conversation

Shared inbox

Dana R.

Web form lead · Water heater replacement

Web form inquiry receivedMon 9:02 am
Our water heater is leaking at the base. Can someone take a look this week?

Web form · 9:02 am

Hi Dana, thanks for getting in touch. Sam will call you back this morning.

SMS · 9:02 am

Callback task created for Sam, due 9:30 am

Contact record

Dana R.

PlumbingNew lead
Source
Web form
Job
Water heater replacement
Owner
Sam
Follow-up
Not started

Next action

Call Dana back by 9:30 am

Pipeline

  1. New inquiryDana R.
  2. Estimate scheduled
  3. Quote sent
  4. Booked
  5. Lost

Tasks

  • Call Dana backMon 9:30 am · Sam

Step 1 of 6: Inquiry in. Pipeline stage: New inquiry. Follow-up: Not started.

Texting needs US carrier (A2P) registration and contact consent first. How registration works.

What runs today

What works, what needs set-up, what is not built

One honest summary. If dispatch, invoicing or job costing is what you need, this is not it yet.

Works today

On the shared CRM now

  • Lead capture and shared inbox

    Web forms, calls and messages become contacts with the source attached.

  • Callback and estimate-visit tasks

    An owner and a due time on every task.

  • Booking links and reminders

    Confirmations and reminders for estimate visits and jobs.

  • Quote stage and timed follow-up

    Quotes are a pipeline stage. Follow-up stops when the customer replies or books.

Set up with us

Needs configuration or a provider account

  • Texting

    Needs carrier (A2P) registration and contact consent first.

  • AI call answering

    Optional. Provider-backed, usage-based, set up with us. It does not guarantee booked jobs.

  • CRM setup service

    Optional done-for-you set-up, scoped on a call.

Not built

Do not buy for this

  • Dispatch and crew scheduling

    No dispatch board and no technician tracking.

  • Crew routing

    Nothing assigns or routes crews to jobs.

  • Estimate and invoice documents

    Quotes are tracked as a stage. Documents are not generated.

  • Job costing

    Not part of the platform.

See the CRM setup service

Pipeline

Track every quote on one board

Set the stages to match your process. Quotes that are out show the follow-up already running.

Sample data

Swipe to see every stage.

New inquiry2

Gutter repair

Marcus T. · Call

Callback due 9:30 am

Bathroom fan

Priya N. · Web form

Callback due 10:15 am

Estimate scheduled2

Panel upgrade

Joel K. · Web form

Visit Tue 8:30 am

Deck repaint

Hannah B. · Text

Visit Wed 1:00 pm

Quote sent2

Water heater

Dana R. · Web form

Follow-up running

Kitchen remodel

Luis M. · Referral

Follow-up running

Booked1

Furnace tune-up

Tess W. · Text

Job booked

Lost1

Window tint

Omar S. · Call

No reply

Is LeadEazy built for plumbers, electricians and HVAC?

Not specifically. It was built for real estate first. If your workflow is leads, quotes, bookings and follow-up, it can fit. If you need dispatch or job costing, it will not.

Can you set it up for me?

Yes, as an optional done-for-you service scoped on a call. See CRM setup under services.

Can AI answer my calls?

Optionally, as a provider-backed, usage-based service that we set up with you. It does not guarantee booked jobs.

Missing something you need?

Each link opens an email draft. Nothing is sent until you send it, and no dates are promised.

Quote follow-up that stops when they reply or book

Shared CRM follow-up works today. Tell us what your quote process looks like and we will say plainly whether it fits.

Register interestBook a workflow call

Registering interest opens an email to us. Nothing is sent until you send it, and no dates are promised.