Field Pro Leads
Field Pro Leads — Win the work before it's sold.
Capture every lead in under a minute, assign it instantly, and never let one go cold — all from your phone. Field Pro Leads keeps your sales pipeline moving from the first call to the signed job.
Why teams choose it
Built for the way trade companies actually work.
Lightning-fast intake
Digital lead submission in under a minute — dropdowns and toggles instead of typing. Captures second homeowners and points of contact like realtors.
Never let a lead go cold
Instant assignment with accept / decline, follow-up reminders, and automatic alerts when a lead goes overdue.
Act in one tap
Call, text, navigate, or copy a lead's details straight from the card — no digging through notes.
What you can do
Everything the module does, in one list.
- Track every lead through a full pipeline — from New to Sold or Lost
- Assign leads to salespeople with accept / decline and reassignment
- Follow-up reminders and overdue-lead alerts
- Photos, files, notes, and a full activity timeline on every lead
- Record lead source, urgency, and preferred contact method
- Print or send lead details to anyone, no login needed
- My Stats for each salesperson plus lead-source and response-time reports
How it works
A real week in Field Pro.
- 1
Capture the call
A homeowner calls about a leak. The office fills the intake form in under a minute: service, address, urgency, roof age — no typing marathons.
- 2
Assign instantly
The lead lands on Mike's phone with a notification. He accepts it and taps Call — the customer's number is right on the card.
- 3
Follow up on time
Reminder and overdue alerts surface any lead sitting too long, so nothing slips through the cracks on a busy week.
- 4
Convert it
When the job is sold, the lead is marked Sold — customer and job details are ready to carry into estimates and Operations.
Common questions
Frequently asked questions.
Does Field Pro sell me leads?
No. Field Pro manages the leads your company already generates — from phone calls, referrals, yard signs, or your website — and tracks each one through your pipeline. It is lead management software, not a lead supplier.
How fast can the office enter a lead?
Most leads are captured in under a minute. The intake form uses dropdowns and toggles instead of typing, and templates tailor the form to your trade.
How do leads get assigned to salespeople?
Office staff assign a lead to a salesperson, who accepts or declines it on their phone. Follow-up reminders and overdue alerts keep assignments moving.
Can salespeople work from their phone?
Yes. Call, text, and navigate buttons sit right on each lead card, along with photos, notes, and a full activity timeline.
Explore more
See what else Field Pro does.
Ready to try Field Pro Leads?
Start your free trial today — no setup fee, cancel anytime.
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