LEAD ROUTING

Lead routing that gets every lead to the right person, fast.

A kitchen lead shouldn’t wait in the roofing estimator’s inbox. We write the rules for who gets which lead, send it there with the homeowner’s answers attached, and catch the ones nobody picks up.

Show me where I’m losing jobsFree 2-minute assessment · No pitch, no obligation

Part of the engine: Sales · Booking and follow-up that holds

At a glance

Who it’s for
Contractors in hvac, general contracting, roofing, and other trades that sell projects worth an estimate
Part of the system
Sales: booking and follow-up that holds
How it works
  • List your people and their lanes
  • Turn it into rules
  • Wire it to your tools
  • Update as the team changes
Judged on
  • Time from lead to first contact
  • Leads that hit the backup rule
  • Contact rate by person
  • Booked estimates by territory
Common mistakes
  • One inbox for everything
  • The owner as switchboard
  • Leads that land and sit
What it costs
Ad spend is paid directly to Meta or Google, never through BlueSmith. Setup and monthly management are scoped on a strategy call after the free assessment.
WHERE IT BREAKS

Lead Routing: where it breaks for most contractors.

01

One inbox for everything

Every request lands in the same place and waits for someone to sort it. On a busy day, the sorting happens after dinner.

02

The owner as switchboard

Every lead hits your phone first and you forward it between jobs. When you’re in a crawlspace or a client meeting, nothing moves.

03

Leads that land and sit

A request goes to an estimator on vacation or a tech who never checks texts. Nobody notices until the homeowner books someone else.

WHAT WE BUILD AND RUN

What’s included.

Rules by job, area, and person

Which job types, which territories, and which hours each person covers, written as plain rules the system follows.

The details travel with the lead

Project type, address, answers, and the price range they saw arrive with the lead, so the first call starts with their project.

A backup when a lead sits

If a lead goes unclaimed past the window you set, it moves to a second person or to you.

An owner’s view of every handoff

You can see who got each lead, when it arrived, and whether they reached out, without asking around.

HOW WE RUN IT

In order. No guesswork.

  1. 01

    List your people and their lanes

    Who estimates what, which areas they cover, and when they can be reached, including days off.

  2. 02

    Turn it into rules

    Simple if-then rules, with a fallback for anything that doesn’t fit a lane.

  3. 03

    Wire it to your tools

    Forms, booking, and your CRM or phones connected, then checked with test submissions for every lane.

  4. 04

    Update as the team changes

    New hire, new territory, someone on leave: the rules change with them, so leads never go to an empty chair.

Judged on outcomes, not activity
WHERE IT FITS

One part of the whole engine.

Attention × Offer × Sales × System. A weak part drags the others down, so we build and run all four.

RUN YOUR NUMBERS

Lead response time: how long do your leads wait for a reply?

Daytime leads might hear back in minutes. Night and weekend leads often sit until morning. Count how many cross the one-hour line.

40%
12

Leads per month waiting over an hour: 24

Leads per month waiting over an hour24
Average wait for a first reply (minutes)
315
Share of leads waiting over an hour
40.0%

60 leads a month, 40% after hours, 45 minutes to reply in the day and 12 hours at night.

See what we’d build for these numbers

Starts with example numbers. Change them to yours. Arithmetic only, not a promise of results.

Open the full lead response time calculator

STRAIGHT ANSWERS

Questions we hear.

Do I need routing with a small team?

If more than one person ever handles leads, yes, even a simple version. Two people each assuming the other called is how good leads go quiet. With one person, routing is mostly about the backup for when that person can’t answer.

Can leads be split evenly between estimators?

Yes, if that’s how you want it. Some contractors rotate leads to keep things fair. Others assign by territory or specialty. We set it up the way you run sales, and the rules can change later.

What happens to leads that come in after hours?

The homeowner still gets an instant reply. The lead then goes to whoever covers after hours, or waits as a task for the first person in the next morning, depending on how you work. Urgent job types can follow a different rule than planned projects.

Does routing work with my CRM?

We route into Jobber, ServiceTitan, Housecall Pro, or GoHighLevel, or straight to your team by text and email if you don’t use one. What each CRM can do differs, so we check before promising a specific rule.

Your crew is ready for the next job. Is your calendar?

Seven questions. Two minutes. See the one part of your engine holding your projects back.

Show me where I’m losing jobsFree 2-minute assessment · No pitch, no obligation

Avg response time 2.5 minutes