Turn Inquiries Into Paying Jobs
Track Inquiries and Manage Follow-ups with Confidence
No credit card. No Commitment.
Lead Intake & Tracking Capture every opportunity in one place
Never lose a good lead again.
Direct Home Service gives you a simple way to collect leads from your website, calls, and online booking— then track each opportunity through a clear pipeline until it becomes a paying job.
Turn interest into scheduled work
Most home service businesses work hard to generate leads—but lose track of them once they arrive. Requests sit in inboxes, social DMs, sticky notes, and voicemails. By the time someone responds, the job is already gone.
- Capture leads from website forms, online booking, and phone calls
- Keep leads separate from active clients for easier prioritization
- Know where each lead came from and what stage it’s in
Lead Intake & Tracking in DHS gives you a central place to intake, qualify, and follow up—so every opportunity gets the attention it deserves.
Lead intake built for the way home service pros actually get work.
From site visitors and referral forms to phone calls and social messages, DHS helps you bring every lead into one workflow—and see exactly what needs to happen next.
1 Capture leads from everywhere
- Online forms, calls & booking
DHS helps you collect leads from the channels your customers already use—without forcing your team into five different tools.
- Embed simple request and lead forms on your website
- Convert online booking requests into leads and jobs
- Log phone, text, and walk-in inquiries in a few taps
2 See every lead in a clear pipeline
- From new lead to won job
Instead of hunting through inboxes and sticky notes, manage leads on a visual pipeline board designed for service work.
- Track stages like New, Qualifying, Estimate Sent, Won, Lost
- Drag and drop leads as they move forward
- Spot bottlenecks where leads get stuck and need attention
3 Track lead sources & quality
- Know which channels actually work
Not all leads are created equal. DHS lets you record where leads come from and how much revenue they generate over time.
- Tag leads by channel: website, ads, referrals, social, phone
- Compare close rates and revenue by source
- Invest more in the marketing that actually pays off
4Follow up faster, from anywhere
- Mobile-friendly lead workflows
Speed matters. DHS makes it easy to contact new leads quickly, whether you’re at the office or in the field.
- View new leads and key details from the DHS mobile app
- Call, text, or email with a couple of taps
- Use reminders and follow-up tasks so no one is forgotten
Lead pipeline (demo)
Use this demo planner to imagine how your lead intake and tracking could work inside Direct Home Service. No real data here—just a visual way to think through your process.
Choose your lead sources
Ready
Website / lead form – visitors who fill out a request on your site
Online booking – customers who request times directly from the booking page
Phone & voicemail – calls your office or on-call number receives
Social & ads – leads from social DMs, ads, and marketplaces
How DHS could handle your leads
Website + Booking + Phone
High-level view
Use the controls on the left to see how DHS could unify lead intake and tracking. A clear, centralized pipeline helps your team respond faster and convert more opportunities into booked jobs.
Use the controls on the left to see how DHS could unify lead intake and tracking. A clear, centralized pipeline helps your team respond faster and convert more opportunities into booked jobs.
Make every lead count with Direct Home Service.
Lead Intake & Tracking in DHS turns scattered inquiries into a structured pipeline. Capture more opportunities, respond faster, and see exactly which leads are becoming profitable, repeat customers.
Lead Intake & Tracking FAQ
What counts as a “lead” in Direct Home Service?
A lead is anyone who has shown interest in your services but hasn’t booked a job yet. That could be a form submission, a phone call, an online booking request, or a referral that hasn’t been scheduled. DHS keeps leads separate from active clients so you can prioritize outreach and follow-up.
How is a lead different from a client or job?
Leads are pre-work opportunities. Once a lead accepts an estimate or books work, they become an active client with one or more jobs in your schedule. DHS helps you track the full journey—from first contact, to lead, to estimate, to scheduled job and invoice.
Can I see where my leads are coming from?
Yes. You can tag leads by source (website, ads, referrals, social, phone, and more) and use that information to understand which marketing channels are bringing in the best opportunities. Over time, this makes it easier to invest in the sources that reliably turn into profitable work.
Does DHS remind me to follow up with leads?
You can use tasks, reminders, and pipeline views to stay on top of follow-ups. Leads that sit too long in a stage become easy to spot, so you can act on them before they go cold.
Is Lead Intake & Tracking included in my plan?
Direct Home Service is designed around the idea of One Plan. All Features. Lead intake and tracking are built into the same platform you use for scheduling, job management, invoicing, and reporting—so your team doesn’t have to juggle separate CRM and field tools.