PIPELINE & LEAD CAPTURE

Never Lose Track of Another Lead

Job Pulse helps you capture leads from your website, marketing campaigns, and field requests, then keeps every opportunity organized with follow-up reminders, notes, timeline history, and pipeline visibility.

Capture the lead. Track the opportunity. Know who to follow up with next.

New Lead

Just In

Follow-Up Due

Today

Lead Source

Website

Job Pulse leads and pipeline tracking

Capture Leads From Your Website, Ads, and Marketing

Every lead should land somewhere organized.

With Job Pulse, you can create lead forms for your website, landing pages, QR codes, seasonal campaigns, or marketing offers so new requests don't get buried in email, texts, or paper notes.

  • Website Lead Forms
  • Marketing Campaign Forms
  • QR Code Forms
  • Service-Specific Forms
  • File and Photo Uploads
  • Hidden Lead Source Tracking
  • Automatic Customer Creation
  • Automatic Lead Creation

When someone fills out a form, Job Pulse can create the customer, capture the request, and start the follow-up process automatically.

Customer submitting a service request through Job Pulse

Forms That Match the Way You Sell

A Christmas lighting lead is different from a landscape lighting lead, a power washing lead, a roofing lead, or an HVAC request.

Job Pulse lets you collect the right information from the beginning so you can respond faster and quote more accurately.

Landscape Lighting

Address, project goals, photos, budget range, timeline, areas to light.

Christmas Lighting

Roofline footage, install timing, wreaths, trees, stakes, storage needs.

Power Washing

Surface type, square footage, stains, water access, before photos.

Roofing

Issue type, photos, age of roof, urgency, insurance details.

HVAC

System type, issue, equipment age, appointment preference, photos.

Permanent Lighting

Wire runs, fixture count, controller location, install timeline, budget range.

Electrical

Service type, panel details, urgency, photos, preferred appointment time.

Landscaping & Lawn Care

Property size, service frequency, add-ons, access notes, seasonal needs.

Window Cleaning

Number of windows, stories, interior or exterior, frequency, before photos.

See Every Opportunity in the Pipeline

Once a lead enters Job Pulse, it can move through your pipeline from new request to follow-up, quote, approval, job, and payment.

You can see exactly where each opportunity stands and what needs attention next.

Job Pulse leads and pipeline tracking

No more wondering who needs a call, who is waiting on a quote, or which opportunities are slipping away.

Know Who to Contact Next

Most lost revenue comes from leads and quotes that never get followed up.

Job Pulse helps keep follow-up visible so your team knows who needs attention.

  • Follow-Up Reminders
  • Quote Follow-Up Alerts
  • Aging Lead Alerts
  • Contact Attempts
  • Lead Status Updates
  • Pipeline Movement
  • Team Notifications
  • Automation Triggers

Every Note, Message, and Update in One Timeline

Lead follow-up gets messy when notes live in someone's phone, texts, emails, or memory.

Job Pulse keeps contact history connected to the lead and customer record so everyone can see what happened.

  • Lead submitted from website

  • Customer called

  • Note added by team member

  • Request scheduled

  • Quote sent

  • Follow-up reminder created

  • Customer replied by text

  • Quote approved

When someone asks, "Did we follow up with them?" the answer is easy to find.

Job Pulse tasks and follow-ups across the workflow

Your Pipeline Helps Build Your Business Pulse

Every lead, follow-up, quote, and customer conversation helps Job Pulse understand the health of your business.

Your pipeline activity can help reveal:

  • Lead volume changing
  • Quote activity slowing
  • Follow-ups being missed
  • Close rates improving
  • Marketing sources working
  • Revenue opportunities waiting

The pipeline isn't just a list of leads.

It's an early warning system for your business.

Job Pulse leads and pipeline tracking

Know Your Business Pulse.

The health of your business, simplified.

Track your jobs. Understand your numbers. Know what to do next.

That's the Pulse.