Lead2Project

Stop chasing jobs.
Start closing them.

Lead2Project gives every home service contractor a custom form, job dashboard, quotes, scheduling, and email outbox — in one place. Sign up and get your evenings back.

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lead2project.com/ridge-line/dashboard

Ridge Line Roofing

Dashboard

Search...
Create

Total Leads

168

Active Jobs

63

Revenue

$102k

Recent Leads

Live

Curtis Wilson

just now
NewRoofing via QR scan

just now

Marcus Thornton

ContactedRoofing

$7,950

Apr 12

David Reyes

ScheduledGutters

$2,400

Apr 15

Sarah Kim

WonSiding

$5,200

Apr 13

New lead

Curtis Wilson · via QR

1

Scan or share

We give you a custom QR & URL. Put it on your business card, truck, or lawn signs. It’s your 24/7 digital storefront.

Customer scanning QR code

Live on your truck

2

They fill it out

Customers answer your specific questions and upload photos. You get high-intent leads with all the data you need to quote immediately.

Request Received!

We'll be in touch about your roofing project.

Check your email

Confirmation sent to your inbox

We'll reach out shortly

Our team reviews every request

Powered by Lead2Project

Ridge Line Roofing

Submit Your Request

Takes less than 2 minutes.

1
Your Info
2
Details

Full Name

Curtis Wilson

Email

curtisw@email.com

Phone

(555) 482-9301

Service Needed

Roofing

Project Description

0/500
Damaged roof after storm, full inspection needed
Ridge Line Roofing
2

Request saved!

A few more details — all optional.

1
Your Info
2
Details

Address

42 Maple Ave

City

Brooklyn

Zip

11201

How old is your roof?

Under 10 yrs
10–20 yrs
20+ yrs
Unknown

Photos or Videos optional

Click or drag photos here

3

You close the job

Manage the entire project life-cycle. From the first 'Hello' to the final 'Paid in Full' notification, all in one dashboard.

Ridge Line Roofing
Dashboard
Total Leads
167
Active Jobs
63
Total Revenue
$102,671.96
Total Pending
$122,880
Search by name, email or phone...
Scheduled Today
$ Unpaid
New (18)
Filters
Today2
Contacted
Curtis Wilson
ASSIGNED: JAMES
Job Date
Apr 11
Arrival
9:00 AM
Roofing
$4,200
Quote Sent
New
David Reyes
UNASSIGNED
Job Date
TBD
Arrival
TBD
Gutters
Pending Quote
Unpaid
15 Overdue·1 Due Soon
logo
Ridge Line Roofing
Dashboard
Total Leads
168
Active Jobs
63
Total Revenue
$102,671.96
Total Pending
$122,880
Search by name...
Today
Unpaid
New (18)
Filters
Today2
New
just now
David Reyes
Unassigned · via QR scan
Job Date
TBD
Arrival
TBD
Category
Gutters
Photos
2 files
$0
Unpaid

8 hrs

saved every week

No more back-and-forth texts to schedule jobs. One click confirms the appointment and sends the customer a branded email.

$11k

avg collected in week one

Seeing every unpaid balance in one place makes it easy to send reminders and collect money sitting on the table.

3 min

to send a quote

Templates plus AI project brief. Build and send a professional quote before you even start your truck.

0

missed leads

Every QR scan, every form submission, every call lands on your dashboard instantly. Nothing falls through the cracks.

Branded QR System
Built for Growth

If your competition is getting leads while they sleep,
you should be too.

Don't leave money on the table. Every scan from a truck and every click from your social bio lands directly in your dashboard—even when you're off the clock.

Truck Wraps
Social Bio
Yard Signs
Email Footer
Lead lands. You take action.

The only job card
you'll ever need.

Every submission hits your dashboard instantly. Tap a lead and get a full command center — schedule, quote, collect, email. One click each.

01

Lead lands on your board

Name, contact, service, photos, budget — all captured from the form. No manual entry, no missed details.

02

Schedule with one click

Assign crew, pick date and time. A branded confirmation email goes to the customer automatically.

03

Send a quote in seconds

Build from your templates or use the AI brief. Customer gets a branded email with accept / decline.

04

Collect payment & close

Send a payment reminder in one click. Track every unpaid balance. Every email logged in your outbox.

Lead2Project Job Card

The Last Dashboard You'll Need

Every lead. Every job. One screen.

Switch views. Your data, your way.

lead2project.com/ridgeline-roofing/dashboard
Logo
Create

Total Leads

168

Active Jobs

63

Revenue

$102k

Pending

$122k

ScheduledRoofing
Torres Roofing
Date
Apr 12
Arrival
9:00 AM
$7,950Unpaid
@Mike
WonGutters
Kim Gutters
Date
Apr 13
Arrival
11:00 AM
$2,400Paid
@
Quote SentSiding
Martinez Siding
Date
Arrival
$5,200Unpaid
@Dave
NewGutters
David Reyes
Date
Arrival
Unpaid
@
WonCleaning
ProClean Services
Date
Apr 15
Arrival
2:00 PM
$1,800Paid
@Mike
ContactedFencing
Apex Fencing
Date
Apr 18
Arrival
10:00 AM
$3,100Unpaid
@Dave

Visual Board Control

Core Module

Instantly see where every dollar is sitting. Our visual cards use real-time status strips and category-driven logic to ensure your team never touches a lead twice.

Capabilities

AI Project Briefs
Active View

Built around your business

Your business rules.
Our infrastructure.

Set up Lead2Project once to match your workflow. Categories, templates, branded emails, and your intake form — all configured your way.

Category templates

Tasks and quote items auto-load the moment a category is selected.

Branded email outbox

Quotes, schedules, reminders sent under your brand in one click.

Custom intake form

Toggle fields on or off. Add custom questions. Your form, your rules.

Pipeline your way

Rename and reorder stages to match exactly how you close jobs.

Set it up free

Service Category

Roofing

Roofing
Gutters
Siding

Tasks

4

Inspect shingles & underlayment

Check flashing and seals

Photo documentation

Measure sq footage

$

Items

4

Shingle Replacement

$4,200

Flashing Repair

$380

Removal & Disposal

$350

Labor

$1,200

Total

$6,130

Category selected → tasks & pricing load instantly

Branded Email

Quote Sent

Quote
Schedule
Reminder

Ridge Line Roofing

Your quote is ready

Review and accept below

Hi Curtis,

We've prepared your roofing quote. Review the details and accept when ready.

Quote Total

$6,130.00

Accept Quote
Decline

Powered by Lead2Project

Fully branded · Sent in one click · Tracked in outbox

Intake Form

Step 2 — You control

Custom fields

Toggle fields on or off

Service address

Preferred date

Photo / video upload

Insurance claim?

Preferred time

Square footage

+ Custom question

Do you have an HOA?

Yes
No
Not sure

Add questions · Toggle fields · Control every step

Categories

Simple Monthly Billing

One job pays for
the whole year.

Choose the plan that fits your stage. No setup fees, no contracts, cancel anytime.

Basic

$49.99/mo
Try Free

What's included:

  • Custom Booking Link (No Website Needed)
  • Branded QR Code for Trucks & Signs
  • Unlimited Lead Capture & Photo Uploads
  • Visual Lead Board (Kanban & Table)
  • Job Scheduling & Quote Builder
  • Custom Pipeline Stages & Task Lists
  • CSV Export for Bookkeeping
  • Unlimited Team Members
Most Popular

Pro

$79.99/mo
Try Free

What's included:

  • Everything in Basic
  • AI Quote Generator from PhotosAI
  • AI Project Briefs for CrewsAI
  • 6AM Daily Digest Email BriefingAI
  • One-Click Email Sending (Quotes/Reminders)
  • Full Email Outbox & Sent History
  • Custom Email Templates & Branding
  • AI Assistant — Ask AnythingAI
Stripe Secure256-Bit SSL

FAQ

Quick answers.

One job pays for
the whole year.

Stop losing leads to disorganization. Get your QR code in 2 minutes.

Start Free Trial

14-day free trial · Cancel anytime · 2 min setup