SkilledOS - Field Service Management Software
Lead Management

Capture, Score, and Close - From First Click to Signed Proposal

Lead Management in SkilledOS captures leads from web forms, phone calls, chat widgets, referrals, and ads - scoring them by value and routing them to the right person in under 60 seconds.

Starting at $29.95/month • No credit card required

SCR-09

Lead management pipeline showing multi-channel capture, AI scoring, and drag-and-drop pipeline stages.

How It Works

From first touch to signed proposal in four steps.

1. Leads Flow In

Web forms, phone calls, chat widgets, referrals, and ad clicks all funnel into one unified inbox automatically.

2. AI Scores & Routes

Each lead is scored by projected value, urgency, and source quality, then routed to the right team member in under 60 seconds.

3. Pipeline Tracks Progress

Customizable pipeline stages show every lead from first touch to signed proposal, with automated follow-up at each stage.

4. Convert & Measure

One-click lead-to-job conversion preserves every detail. Track which sources produce the highest-value closed jobs.

Key Capabilities

Everything you need to turn inbound interest into booked revenue.

Multi-channel capture (web forms, phone, chat, referrals, ads)
AI lead scoring by projected job value and urgency
Customizable pipeline stages with drag-and-drop
Automatic lead routing by territory, trade, or availability
Follow-up automation with email and SMS sequences
Duplicate detection and merge
Saved views and smart filters
One-click lead-to-job conversion

How This Affects Your Profit

The average trade business loses 30% of inbound leads to slow follow-up. SkilledOS captures and routes leads in under 60 seconds - so your team responds while the customer is still on your website, not calling your competitor.

Common Questions

How do leads get into SkilledOS?

Every channel you use. Embed our web form on your site, connect your tracking number for inbound calls, add the chat widget, import referrals from your reputation system, and pull leads from Google Ads and Facebook Ads - all into one inbox.

Can I track which sources bring the best leads?

Yes. Every lead carries its source tag from first touch to closed job. The lead analytics dashboard shows conversion rates, average job value, and projected ROI by source so you can double down on what works.

What happens if nobody follows up on a lead?

SkilledOS sends escalation alerts after a configurable window (default: 15 minutes). If the lead is still untouched, it re-routes to a backup team member and logs the delay for your management dashboard.

Your Next Job Is Already Costing You Money You Can't See.

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Starting at $29.95/mo
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