๐ŸŽฏLead Board

Never let a potential job
slip through the cracks

Track every lead from first contact to booked job on a visual pipeline board. Set follow-up reminders, see where leads come from and convert them to scheduled jobs in one click.

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โœ“14-day free trialโœ“No credit card requiredโœ“Cancel anytime
Lead pipeline ยท April 2026
Pipeline value: $6,635
+ Add lead
New2
James Carter
AC Installation
$2,4002 hrs ago
via Google
Maria Lopez
Drain Cleaning
$1855 hrs ago
via Referral
+ Add lead here
Contacted2
Tom Wilson
Panel Upgrade
$1,800Yesterday
via Website
Sue Park
Pest Control Plan
$95/mo2 days ago
via Yard sign
+ Add lead here
Quoted1
Dan Harris
Garage Door Install
$8903 days ago
via Google
+ Add lead here
Booked2
Amy Chen
HVAC Tune-up
$1654 days ago
via Referral
Rick Davis
Water Heater
$1,1005 days ago
via Google
+ Add lead here
Visual
Kanban pipeline board
1-click
Convert lead to job
Tracked
Know your lead sources
Pipeline
See potential revenue

Turn more inquiries into booked jobs

Most lost jobs are lost because of slow follow-up. The lead board makes sure that never happens again.

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Capture leads from anywhere

Add leads manually, capture them from website inquiries, missed calls or referrals. Every potential customer lands in one place โ€” your lead board โ€” instead of getting lost in your inbox or voicemail.

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Visual pipeline board

See every lead at a glance on a Kanban-style board. Drag leads from New to Contacted to Quoted to Booked. Know exactly where every potential job stands in your pipeline.

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Follow-up reminders

Set a follow-up date for any lead. JobyDesk reminds you when it's time to reach out again. Stop relying on memory and stop letting leads go cold because you forgot to call back.

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Convert lead to job in one click

When a lead says yes, convert them to a scheduled job instantly. All their details carry over โ€” no re-entering customer info, no starting from scratch.

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Lead source tracking

Know which marketing channels bring in the most leads โ€” Google, referrals, yard signs, social media. Spend your marketing budget where it actually works.

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Track potential revenue

Every lead in your pipeline has an estimated job value. See how much potential revenue is sitting in your pipeline at any moment โ€” and what you're on track to close.

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"I was losing leads all the time โ€” someone would call, I would get busy and forget to call back. The lead board fixed that. I can see every open lead, when I last contacted them and what the next step is. My close rate went from maybe 50% to over 75%."
G
Greg T.
Owner, Premier Plumbing โ€” Denver, CO
Works great with
Estimates โ†’Job Management โ†’VoIP & Calls โ†’Automations โ†’Reports โ†’Customer Portal โ†’

Start converting more leads into booked jobs

Every lead you forget to follow up on is revenue you leave on the table. Start free today.

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