Lead2ProjectYour contractor clients, finally organized.
Refer your contractor clients to Lead2Project. They track every job, payment and expense as they go. You get records you can actually work with, every month.
Already a partner? Log in
It’s not their fault. They don’t have a system.
Chasing receipts every month
Clients with no idea what they spent on each job
A shoebox of paperwork at tax time
No way to see profit job by job
Typing invoices into QuickBooks by hand
Clean records. Every month.
Every job in one place
Quotes, invoices, payments and documents live on the job they belong to, not in a text thread.
Expenses per job
Your client logs materials and labor costs on each job as they go, so you can see what each job actually made.
QuickBooks-format export
A CSV laid out for QuickBooks import: invoice numbers, line items, tax and payment status. CSV export is on the Pro plan.
Your partner dashboard
See every client who signed up with your code and open their records from one login.
Every line item, ready to import.
Line items come sorted into labor, materials and other, with a suggested account. Anything unclear is marked for your review instead of guessed.
| Invoice No. | Customer | Item | Type | QBO Account | Qty | Unit Price | Amount | Payment |
|---|---|---|---|---|---|---|---|---|
| INV-001 | John Smith | Diagnostic & Trip Fee | labor | Services | 1 | $109.00 | $109.00 | Paid |
| INV-001 | John Smith | Dual Run Capacitor | materials | Job Supplies | 1 | $185.00 | $185.00 | Paid |
| INV-001 | John Smith | Standard Labor (per hour) | labor | Services | 2 | $150.00 | $300.00 | Paid |
| INV-002 | Sarah Torres | Condensing Unit | materials | Job Supplies | 1 | $4,500.00 | $4,500.00 | Partial |
| INV-002 | Sarah Torres | System Installation | labor | Services | 1 | $1,800.00 | $1,800.00 | Partial |
| INV-002 | Sarah Torres | Permits & Testing Fees | other | Review | 1 | $450.00 | $450.00 | Partial |
Sample data.
Simple referral. Real records.
- Step#01
Get your partner code
Create a free partner account. Your code is ready as soon as you sign up.
- Step#02
Share it with a client
Your client enters the code when they sign up. You both get an email when they connect.
- Step#03
They run their jobs in it
Leads, quotes, payments and expenses, all tracked as the work happens.
- Step#04
You pull clean records
Open the client from your dashboard and export what you need, any month.
- Free to join
- No contract
- Clients get the standard 14-day free trial
Stop chasing receipts.
Create a free partner account and get your code.