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Leads and jobs

Audience: Contractors · 6 min

Prerequisites​

  • A mybuildx account with Contractor ID (leads live on your profile and dashboard)
  • A claimed directory profile on ContractorsNearMe.ai

The lifecycle​

Lead statuses move in one direction: new, contacted, qualified, converted or lost.

  1. New. A property owner researching costs on buildx.pro contacts you, or a bid invite lands. The lead carries context: service, estimated low/high, quality tier.
  2. Contacted. Call within minutes. Owners who just learned their fair range are ready to talk scope. Log the call on the lead.
  3. Qualified. Confirm scope, site access, timeline, and budget fit. Disqualify fast and the pipeline stays honest.
  4. Converted. Create the job from the lead. The estimate, proposal, schedule, and invoices inherit the scope lines.
  5. Lost. Record the reason (price, timing, fit). Lost reasons feed your win-rate review.

From job to paid​

  • Estimate. Procore-style line items with markup, then export a proposal PDF.
  • Proposal. Offer Good/Better/Best with allowances so owners choose tier, not contractor.
  • Job. Schedule crews, track photos and messages, manage change orders with signatures.
  • Invoice. Progress invoices tied to milestones, retainage tracked, QuickBooks sync.

Done when​

  • Every new lead is contacted the same day
  • Converted leads become jobs with inherited scope lines
  • Invoices reference milestones, not memory