How leads arrive and how you price and propose.
Rows
- Lead sources (manager or above, paid plan): the estimate request form, the services it offers and the lead API key. See Lead capture.
- Service areas (owner or admin): the ZIP codes each market takes leads from.
- Texting (manager or above, paid plan): your line, carrier registration, call forwarding, voicemail, automatic texts and saved replies. Carrier registration is for owners and admins.
- Price book (owner or admin): items, assemblies and price history. Tag categories come from it.
- Pricing rules (owner or admin): target margin, the low-margin warning and markup.
- Proposal content (manager or above): templates, warranty plans and resources.
- Field verify (manager or above): when signed jobs need a field measure first.
Texting during the trial
The business phone is not part of the free trial. In the trial the Texting row says Not part of the free trial, and its button reads See plans, or Ask your owner to upgrade if you do not manage billing. Customer messages go by email until you pick a paid plan, then see Get your business number.