The leads list & lead detail

Every homeowner who finishes your online estimator’s contact step becomes a lead here — this is where you read what they told you and decide what to do next.

The leads list

Your leads sit in one table, newest activity first. Each row shows the homeowner’s name, their phone and email, how soon they said they wanted the work, a status, and when the lead came in. Two small badges can appear next to a name: PHOTOS, when they sent photos or video through Virtual Estimate, and Out of area, when they were quoted outside your service area — that one has its own article, since it changes what you should say to them.

Opening a lead

Click any row, or its “View Quote” link, to open the full detail. That’s where the rest of this article lives.

At the top you’ll find the homeowner’s name, phone, email, and how urgently they said they wanted the work — this is everything you need to call or text them back. A homeowner can’t reach this screen at all without first agreeing to be contacted: the contact form requires that checkbox before it will submit, so every lead you see here came with it already checked. That agreement isn’t printed as a separate line on this screen, but the lead’s existence is the record of it.

Per-tree answers and the quoted tiers

Below the property address, a table lists every tree the homeowner pinned: the service they asked for, the size, whether they flagged a hazard, species (when known), the detected height and confidence, and a trunk measurement if they gave one through Virtual Estimate. Beneath that sits the quote itself — the same three price ranges the homeowner saw, tier by tier. If the estimator was running in virtual-estimate-only mode for this lead, there’s no price at all here — the homeowner was never quoted one, and you’re working straight from their photos, video, and trunk measurements.

The tree pin map — behind a toggle

If the lead has pinned trees, a “Show tree map” button appears. Click it and a satellite view loads, with a numbered marker for each tree at the spot the homeowner tapped. It’s a toggle rather than something that’s always there because that image is fetched fresh from Google every time you view it — nothing about the map is stored, so opening the same lead twice means two fresh requests, and the toggle keeps that from happening on every single visit to the page. If the map can’t load, you’ll see “Map unavailable” instead of a broken image; if there’s nothing to show — no trees were pinned, or none of them have a saved location — the button doesn’t appear at all.

What to watch out for

The “how soon” value can show up as the raw underlying text rather than a friendly phrase — you may see 1_2_weeks or researching instead of “1–2 weeks” or “Just researching.” That’s an unpolished label, not a data problem; read it as the plain-English version.