Chapter 1

Capture a lead

Add a lead from the driveway in under 30 seconds, then work it through the pipeline.

Sales repOfficeAll plans

A lead is a chance to sell a roof. In ShingleSync a lead can start with nothing more than an address: add the homeowner's details when you have them. The lead then moves through your pipeline, stage by stage, until the homeowner signs or you mark it lost.

This manual follows one job from start to finish. Dana and Chris Whitfield called after a hailstorm, and the sales rep adds them from the driveway. (Every person and address in this manual is made up.)

Add a lead from your phone

Most leads start in the field. On a phone the form asks for the address first, with big buttons and little typing. Adding a lead takes less than 30 seconds.

Add a lead from your phone · 52 s, no soundSales rep

ShingleSync dashboard on a phone, with Leads highlighted in the bottom bar — 1Tap Leads in the bar at the bottom of the screen.

Leads list on a phone, with the New lead button highlighted — 2Tap New lead.

New lead form with the street address typed in — 3Start with the street address. Everything else can wait.

City and ZIP filled in on the new lead form — 4Add the city and ZIP so the address can be found on a map.

First name, last name and phone filled in — 5Add the homeowner's name and phone if you have them. A lead can be saved with only an address.

Job type buttons with Insurance selected — 6Pick the job type. Choose Not sure yet if you don't know whether insurance is involved.

More details opened, with the lead source set to Website and a note typed — 7More details holds the unit number, email, lead source and a note.

Create lead button highlighted at the bottom of the form — 8Tap Create lead.

The new lead on a phone, with the Call, Text, Navigate, Inspect and Estimate buttons highlighted — 9The lead opens straight away. Call, Text and Navigate are one tap away.

Tip: Not sure yet whether insurance is involved? Choose Not sure yet. You can change the job type on the lead later.

Texts and emails from ShingleSync need the homeowner's consent. Adding a phone number or email doesn't give that permission. Chapter 2 shows how to record it.

If the address is already in ShingleSync

When you create a lead, ShingleSync checks the address against your existing properties. If it finds a match, it shows you before anything is saved:

Open LEAD-… goes to the open lead at that address, if there is one.
New lead at this property adds a lead to the existing property and customer, for example when a past customer calls again.
Create as a new property saves it separately, when the match is a different home.

Warning that the address already exists, with buttons to open the existing lead, add a new lead at that property, or create a new property — If the address is already in ShingleSync, you see it before a duplicate is made.

The lead on a computer

On a computer the same lead shows everything at once: the homeowner, the property, the stage, the quick actions, and tabs for the timeline, messages, tasks, inspections, estimates, the insurance claim and files.

The lead on a computer · 16 s, no soundSales repOffice

The Whitfield lead on a desktop: name, address, stage, quick actions and tabs — 1On a computer the lead shows everything at once. Its stage is at the top right.

Lead details with the estimated value filled in — 2Set the assigned rep and an estimated value, then Save details.

Lead timeline with a new note added above the 'Lead created' entry — 3The Timeline keeps every change, note and message, with who did it and when.

Who sees which leads: sales reps see every lead unless an owner or admin turns off Sales reps see all leads in Settings → Pipeline. Then each rep sees only the leads assigned to them.

Move a lead through the pipeline

Every open lead sits in one stage of your pipeline. The stages start as New, Contacted, Qualified, Inspection Scheduled, Inspected, Estimate Sent and Proposal Sent, followed by Won or Lost. Owners and admins can rename and reorder them in Settings → Pipeline.

Some moves happen on their own: completing an inspection moves the lead to Inspected (chapter 4), and a signed contract moves it to Won (chapter 10).

Move a lead through the pipeline · 18 s, no soundSales repOffice

Pipeline board with columns for each stage — Board view shows every open lead by stage, with the count and value of each column.

The Whitfield card moved into the Contacted column — 1Drag a card to its next stage. The move is saved and added to the lead's timeline.

Move menu open on a lead card, listing the stages — 2On a phone, or without a mouse, use the Move menu on the card.

Leads list with the search box and filters highlighted — 3List view shows the same leads in a table. Filter by stage, rep, source or job type, or search.

Mark a lead lost

When a homeowner says no, mark the lead lost so it leaves your open pipeline. ShingleSync asks for a reason. Lost leads aren't deleted: filter the list by the Lost stage to find them again.

Stage menu open, listing stages and Mark as lost, without Won — 1Won isn't in the list. A lead becomes Won only when the homeowner signs the contract.

Mark as lost dialog with the reason Price too high selected — 2Marking a lead lost asks for a reason, so reports can show why jobs are lost.

Other ways leads arrive

Phone calls, walk-ins, your website, Google, Facebook and referrals: add the lead as above and pick the matching Lead source, so reports can show where your jobs come from.
Canvassing and storm campaigns (Storm plan): leads created at the door or from a storm campaign keep a link to that storm and campaign. That's how ShingleSync shows what each storm brought in. They get their own chapters later.