Lead management

Every enquiry becomes a qualified job or a written decline.

Website forms, missed calls and emails asking what a basement dry-out costs arrive all day. Timber records each one as a single lead, asks the qualifying questions your trade needs, and prepares the quote, the site visit or the polite decline. You review what is worth your time and press send.

Captured

11 today

Basement, 1,400 sqft

Google Ads · 11:42pm

No cooling, 4 ton rooftop unit

Missed call · 6:08pm

Qualified

6 today

Category 3 · wet for 14 hours

Photographs received

Corridor, level 5 finish

Insurance job

Quoted

4 today

$8,420 dry-out

Draft waiting for your approval

$16,900 changeout

Sent · follow-up due on day 3

Booked

3 today

Walkthrough Tuesday 8am

Confirmed by text message

Crew held Wednesday

Two technicians and a crane

24/7

Enquiries are recorded and answered while the office is closed

5 Qs

Five qualifying questions for your trade instead of a twenty-field form

Draft

Every follow-up email waits in your drafts until you approve it

Where enquiries are lost

Why enquiries sit unanswered until Monday morning.

The customer has already written to you. Someone in the office is still copying the form into a spreadsheet and asking about budget before anything else.

Forms arrive as email

Someone has to create the lead by hand, check whether the same customer wrote in last week, and remember whether the enquiry came from Google, a referral or a storm weekend.

The qualifying questions are generic

Budget is not the first thing a flood job turns on. Square footage, water category, panel size and photographs are. A general-purpose chatbot does not know which questions your trade needs.

Follow-up depends on memory

The day-three chaser lives in one person's head. By the time it goes out, the customer has hired the company that answered at nine in the evening.

Answers get retyped into the quote

The customer already described the job in the thread. The estimator then opens a blank quote form and asks for the same details a second time.

Your qualifying script

The questions your estimator already asks.

The qualifying questions for a flood job are not the ones for an HVAC changeout. You write the script once as a skill, and Timber asks exactly those questions on the next enquiry rather than inventing a sixth one.

  1. 1Record the form, call or email as one lead and flag any duplicate of an existing customer
  2. 2Ask the qualifying questions your trade needs, and request photographs before quoting
  3. 3Score the lead against your own rules, which you can override on any individual lead
  4. 4Draft the quote, the site visit or the decline, and leave it for you to send

Flood

Source of the water, how long it has been standing, contamination category, floors affected, and whether it is an insurance or a cash job.

HVAC

Photograph of the data plate, tonnage, refrigerant type, roof access and whether the unit is still under warranty.

Drywall

Square footage, ceiling height, finish level, texture match and whether painting is included in the scope.

Abatement

Whether a survey already exists, the material involved, occupancy, the working shift and the disposal site.

How it runs

An enquiry in. A quote, a site visit or a written decline out.

Timber is not a chatbot that presents twenty fields. It runs the qualifying list your estimator already uses, written once as a skill, on every enquiry that arrives.

01

Record the enquiry

Webhooks from your website, messages in your inbox and notes from phone calls all become one lead record. Duplicates are flagged before anyone quotes the same job twice, and the source stays on the card so you know whether the work came from Google, a referral or a storm weekend.

  • Form and inbox capture
  • Duplicate check
  • Source kept on the record
02

Qualify it

Timber asks the questions your trade turns on — square footage, water category, panel size, site access — instead of opening with budget. It scores the lead against your rules and writes a polite decline for work that does not fit, rather than leaving the customer with silence.

  • Your qualifying script
  • Photographs requested up front
  • A score you can override
03

Move it forward

Leads that qualify get a draft quote and a proposed site-visit slot. The rest get a follow-up scheduled for the day you chose. You approve every email before it leaves, and the lead record is already up to date.

  • Quote built from the answers
  • Site visit booked
  • Follow-up on a schedule
Office desk taking an after-hours service enquiry
After hours

The form that arrives at eleven at night does not wait for Monday.

A schedule can reply to a form the moment it arrives, ask for the photographs you need, and rank what came in overnight. By the morning meeting the enquiries are in order: the ones worth quoting at the top, and anything outside your service area already declined in writing.

Stays with you

Sending the email

Every email is drafted first. A schedule only sends the messages you turned on as a playbook, so nothing appears in your sent folder that you did not approve.

Stays with you

The score

Which leads count as worth quoting and which are a walk-away is your rule. Timber applies it and writes down the reason, and you can override the score on any single lead.

Stays with you

The lead record

Timber writes to your own lead records. It does not create a second database alongside them that you have to reconcile at the end of the week.

Channels

Every way an enquiry already reaches you.

One lead record for all of them. The qualifying questions change with the trade; the place the lead is stored does not.

Website and paid ads

  • Form webhooks become real lead records
  • UTM parameters and source kept on the card
  • Night-time forms answered by a schedule
  • Photographs requested before quoting

Phone and OpenPhone

  • Missed-call notes become a lead
  • Your qualifying questions asked in your own wording
  • Callback email drafted for you to send
  • A repeated phone number flagged as a duplicate

Email and referrals

  • Enquiries captured without copying and pasting
  • The referral source recorded on the lead
  • A polite decline written for work outside your area
  • Qualified leads booked rather than starred

Storms and after hours

  • A ranked morning list instead of a pile
  • Water category and photographs asked for first
  • A skill that records who is on call
  • Nothing sent automatically unless you allowed it
Capabilities

What the enquiry desk actually does.

Capture from every channel

Website forms, email and OpenPhone calls all become the same kind of lead record, so nobody spends the first hour of the day copying enquiries into a spreadsheet.

Qualifying questions in your own wording

A skill holds the questions your estimator already asks. Timber asks those and stops, rather than adding a sixth question you never wanted.

Scoring you can inspect

The reason a lead scored the way it did is written on the record. Change the rule and the next enquiry is scored the new way.

Follow-up drafts

The day-one message, the day-three chaser and the request for missing photographs are written for you. Permission stays on ask until you change it.

Quotes built from the answers

The answers and photographs from qualification become quote lines priced from your rate book. You edit the scope before it leaves.

After-hours cover

A schedule can answer a form that arrives at eleven at night and ask for photographs, so the list is already ranked when the office opens.

Lead management that behaves like an estimator, not a chatbot.

Enquiries for trade work do not arrive as a tidy funnel. They arrive as a website form, a missed call and a photograph texted by somebody's cousin, all on the same Tuesday. The companies that win the work are the ones that ask the right handful of questions and send back either a number or a clear no before the customer rings the next company on the list.

Timber records each enquiry once. The source stays on the card, and duplicates are flagged so you merge them instead of quoting the same job twice. Qualification is a skill you wrote: a flood job asks how long the water has been standing and what category it is, an HVAC job asks about the data plate and roof access, a drywall job asks about the finish level. Photographs are requested at the start, because a quote priced without them turns into a second site visit.

Leads that qualify become a draft quote and a proposed walkthrough slot. The rest get a follow-up on the schedule you approved. Work outside your service area gets a written decline instead of silence. You still press send on every email, and the lead record is the file the whole job lives in.

FAQ

Questions about lead management.

Still deciding? Book a demo and we will go through your own workflow live — your documents, your rates, your schedule.

No. Every email is drafted for your review. A schedule can only send the messages you have already approved as a playbook, so nothing goes out in wording you have not seen.

Lead management

Put an operator on your inbound enquiries.

Every form and missed call is recorded, qualified against your own rules, and turned into either a draft quote or a written decline for you to approve.

No credit card to start. Cancel any time.