Recover missed calls, book more visitors, follow up on estimates, publish local proof, and see the KPIs that matter.

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Contractor workflows for the revenue leaks that cost booked jobs.

Calls, booking, estimates, reviews, proof, scorecards, AI voice, and CRM context.
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Lead Capture
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Included in Starter, Growth, Pro

Build a cleaner lead pipeline without living in spreadsheets.

Leads Forge captures partner and prospecting opportunities, enriches useful context, and moves qualified demand toward follow-up.

Start with Leads ForgeSee setup guide

Workflow preview

Leads Forge

1

Create deployment-specific lead intake paths for supported sources.

2

Hydrate and organize contact, source, and service-need context.

3

Route qualified opportunities toward booking, follow-up, or human review.

Best for

Teams that feel this leak every week.

Companies managing partner leads

Outbound prospecting teams

Operators cleaning up scattered lead lists

The problem it fixes

Lead data loses value when it lives in CSVs, inboxes, aggregator portals, and disconnected notes.

How it works

1

Create deployment-specific lead intake paths for supported sources.

2

Hydrate and organize contact, source, and service-need context.

3

Route qualified opportunities toward booking, follow-up, or human review.

What it connects to

Works around the tools your team already uses.

Availability depends on workspace setup, provider API access, CRM plan, and app configuration.

Supported lead sources
ServiceTitan or Housecall Pro booking where enabled
Twilio and messaging rails where configured

Outputs and KPIs

What it creates

  • Lead intake records
  • Hydrated contacts
  • Reply and booking context
  • Outbound-ready opportunities

Primary KPIs improved

  • New leads captured
  • Contact hydration rate
  • Qualified opportunities
  • Booked partner leads

Setup requirements

  • Source mapping
  • Messaging setup where used
  • CRM booking mapping when enabled

Go-live checklist

  • Test lead source endpoint
  • Confirm suppression rules
  • Review sample lead quality
  • Assign owner for new opportunities

Security and compliance notes

  • Prospecting and outbound workflows should follow applicable consent, suppression, and messaging rules.
  • Avoid importing sensitive data that is not needed for lead handling.

FAQ

Does Leads Forge scrape private accounts?

No. It should use approved sources, manual imports, or configured intake paths rather than bypassing third-party access rules.

Can Leads Forge book jobs directly?

Booking depends on the configured CRM connector and workspace mapping.

Trust and security

Built to support secure, permissioned contractor workflows.

Your team sees clean customer and workflow context. Credentials stay server-side, access follows workspace permissions, and AI or messaging steps use operator-approved rules.

View security approach

Permissioned workspaces

TradeVulcan is built around workspace access, roles, and app-specific views so teams can separate setup, manager, and operator work.

Server-side credential handling

Connector credentials and provider secrets are handled server-side through connector settings and are not shown in normal manager UI.

Consent-aware messaging

SMS, email, AI voice, and review workflows should be configured with opt-in, opt-out, send windows, and human review rules that fit the workspace.

Clean customer context, not connector noise

Managers see the customer, job, workflow, and next step through normalized facts, snapshots, audit history, and sanitized records.