Today
Pipeline
Every lead by stage. Use “Move to” on a card to change its stage.
All leads
Reports
How many jobs you win, what they’re worth, and where the good ones come from.
Settings
Make it yours, keep a backup, and move your leads in or out.
Your colors
Match the app to your business. Text on each color switches between light and dark on its own so it stays readable.
Shows in the top bar and on your printed call list.
Ready-made sets
How leads find you
These are the choices in the “How they found you” list. Removing one doesn’t change leads that already use it.
Backups and files
A backup is one file with every lead, note and setting. Keep it somewhere safe, like a USB drive or cloud folder. Restoring it on another computer brings everything back.
Sample data
Load a set of made-up leads to see how the app works. “Start clean” removes them and keeps anything you added yourself.
Erase everything
Removes every lead and setting from this browser on this computer. Make a backup first if you might want them later.
Good to know
- Your leads are saved in this browser on this computer. Nothing is sent anywhere.
- Press / to search and N to add a lead.
- Using a different browser or computer? Restore your backup file there.
- Clearing your browser’s history or site data can erase your leads. Back up weekly.