Elevate

Lead and job tracking, from first click to paid

See where each lead came from, what happened next and where every job stands. Nothing falls through the cracks.

Price
Set on the free call
Build time
A day or two to a week or two
You approve
Everything before it goes live
You own
The code, the data and the accounts

Follow a lead

Example data. Pick a source and watch the lead move to paid.

Pick a sourceTap a sourceExample
  1. New leadMon 9:14 AM
  2. RepliedMon 9:15 AM
  3. BookedMon 9:32 AM
  4. Job doneTue 1:40 PM
  5. PaidTue 2:05 PM

Paid Tue 2:05 PM. 1 day, 5 hrs from first contact to paid.

This month by sourceLeadsPaid jobs
  • Google search42 leads, 15 paid
  • Meta ad36 leads, 9 paid
  • Referral14 leads, 9 paid
  • Website form22 leads, 8 paid
  • Phone call28 leads, 12 paid
Lead record
Source, saved on arrival
Google searchSearched: water heater repair near me
First reply
1 min
First contact to paid
1 day, 5 hrs
Google search, this month
$14,850 paid$1,400 ad spend

Example data. Made-up customers and numbers, to show how tracking works.

  • The source is saved the moment the lead lands.
  • Every step gets a time stamp.
  • Stuck jobs get flagged, not forgotten.
  • Spend and revenue line up by source.

How would this work for my business?

Tap your trade, then play with a working example built for it.

Tap your trade

I run a…

What bugs you most?

Now tap your trade. A working example for your business opens here.

What lead and job tracking is

Lead and job tracking records where each lead came from, what happened next and where every job stands today. It saves the source the moment a lead lands, stamps each step with a time and flags anything stuck, so you can see which sources turn into paid jobs and not just calls.

Where every lead came from, where every job stands.

What you get

ReplacesAsking every customer how they heard about you, and a whiteboard of jobs nobody updates.

  • Source tracking on forms, calls and texts
  • Tracking numbers for ads, if you want them
  • Stages from new lead to paid, named your way
  • A flag on any job that sits too long
  • Reminders to the right person
  • Which sources turn into paid jobs

How it works

  1. Day 1

    Free 15 to 30 minute call

    We map how a lead reaches you, from first call to paid, and where it gets lost.

  2. Next

    Tag every source

    Forms, calls and texts save the source. You pick the stages and what counts as stuck.

  3. Go live

    First version goes live

    It goes live on the date in your plan. Stuck jobs get flagged to the right person.

  4. After launch

    Read what the data says

    After a few weeks, we look at which sources turn into paid jobs.

How should you track where leads come from?

Asking every customer how they heard about you is free, but answers are often a guess. A call tracking tool gives each ad its own number and counts calls, for a monthly fee. Custom tracking saves the source on every call, form and text and follows the job to paid, so you see what each source earns.

Asking customersCall tracking toolElevate tracking
Finding the sourceAsked by hand. People forget or guess.Each ad or listing gets its own number.Saved on calls, forms and texts as they arrive.
Job statusOn a whiteboard or in someone's head.Usually not covered.Stages from new lead to paid, named your way.
Stuck jobsFound when a customer complains.Not covered.Flagged when a job sits too long, with a reminder.
Which sources earnA guess, based on how busy it feels.Calls by source, not paid jobs.Paid jobs by source, not only leads.
Cost and ownershipFree, plus the leads that slip.A monthly fee.Priced on a free call. You own it.

Is lead and job tracking right for your business?

It fits when you pay for leads but cannot say which ones pay back. With only a few leads a month, a simple list may do.

Signs it fits

  • You pay for ads or listings and cannot prove what pays back.
  • Jobs stall between quote and booking.
  • You ask every customer how they found you.
  • More than one person updates job status.

How it is priced

Priced on the free call. One flat price in writing before any work starts.

Book the free call
A free 15 to 30 minute call
How work reaches you, and what this must do.
One flat price, in writing
The scope, the timeline and one price, on paper.
Nothing starts until you say yes
No hourly meter. You own what we build.

Questions owners ask

How do you know where a lead came from?

Forms save the page and ad a visitor came from, tracking numbers show which listing or ad a call came from, and anything else gets asked once and saved.

Can it track jobs after the sale?

Yes. Stages run all the way to done and paid, with a flag on anything that sits too long.

Does it work with the tools I have?

Usually. We connect your forms, phone line, calendar and payments. If something cannot connect, we say so on the free call.

What does lead and job tracking cost?

Every build is priced on a free 15 to 30 minute call, after we see what it needs to do and connect to. You get one flat price in writing before any work starts, and you own what we build.

Do I need tracking numbers?

No. They are optional. Forms already save where a visitor came from. A tracking number helps when you want to know which ad or listing a phone call came from. We talk it through on the free call.

Can it handle repeat customers and referrals?

Yes. A repeat customer is linked to their earlier jobs, and a referral can be labeled with who sent it. That way you can see how much of your work comes from people who already know you.

Can it show how my ad spend compares to results?

It can line up spend and paid revenue by source, so you see which ads earn their cost. We need your ad account connected, or the spend entered, to do it. Meta ads are one common source.

How long does it take to set up?

Small jobs take a day or two, bigger ones a week or two. After that, the numbers get more useful as leads come in. The dates go in your PDF plan before you say yes.

Know what is working before you spend another dollar.

We map where your leads come from today, then put the build and the price in writing.

Flat price in writing · You own what we build · Houston and about 50 minutes around