From Yelp inquiry to booked job to invoiced revenue, with nobody retyping anything.

Outbound: when a lead qualifies, Handoff creates or matches a customer in your job platform with name, phone, email, address, and the lead source tagged so the platform's own reports agree with ours. When an appointment is booked in the conversation, a job is created on the board with the right business unit and campaign. With Dispatch, the scheduling add-on, that booking happens in the first reply: the customer picks a window by texting a number and the job is on the board before anyone in the office has read the thread.

Inbound: as the job moves through the platform, Handoff watches. Scheduled, completed, invoiced, paid. Revenue attaches to the original lead, which attaches to the source, the keyword, and the script that started it. Scoreboard reports it by source, and Throttle spends the Yelp Ads budget accordingly.

Run a CRM alongside the job platform? Job platforms get the jobs and the revenue. CRMs get the contact and the pipeline stage. Every lead becomes a contact or lead record in HubSpot, Salesforce, or Zoho CRM with the source, the service, and the message, and bookings and status changes post back as notes, so the sales team and the dispatch board are looking at the same customer. ServiceTitan, Jobber, Housecall Pro, and the CRMs are all connected with you on a screen share: white-glove setup is included with every plan, usually one 45-minute call, live the same day.

No job platform yet? LeadBolt Jobs is built in. Mark a lead won, log the job and the invoice, and revenue attaches to the source exactly as it would from ServiceTitan. Nothing to connect, nothing to configure, and the history comes with you if you move to a full platform later.

A nightly reconciliation matches every LeadBolt lead to a job platform record and reports the count: '212 of 212 routed.' If anything is off, you hear about it the next morning rather than at the end of the quarter.