Lead management software for field service inquiries
Every enquiry gets captured, gets tracked, and — whenever your office decides it is ready — becomes a scheduled job in one step, carrying the customer’s details with it. No sticky notes, no re-typing an address into a second system, and no enquiry quietly going cold because nobody owned it.
The leads queue in Opsler. Converting an enquiry into a booked job is one action, available from any status — and once it converts, there is nothing left to convert or delete.
From Enquiry to Booked Job in Three Steps
The gap between “someone called” and “it is on the calendar” is where service businesses quietly lose work. Opsler closes it with a path short enough that nobody skips it.
Capture
Office staff create the lead while the customer is still on the phone — name, number, the service they need, what they told you. Website enquiries create their own record automatically, day or night.
Track it
The lead carries a status from the same list your jobs use — there is no separate lead-status system to maintain. Your office decides what it means and when a lead is worth converting; nothing forces that decision on a timer.
Convert to a job
One action turns any lead, from any status, into a scheduled job, with the customer and the detail carried across. The job form opens filled in; you pick the day and the technician.
The same thread continues past the job: estimate from your price book, customer approval, invoice. One record from first call to payment.
What You Get
Eight things that decide whether an enquiry turns into revenue.
A lead record before there is a job
Office staff capture the enquiry the moment it lands — on the phone, from your website, from a referral — with the customer's details, the service they want and what they told you. It exists in Opsler from that second, not on a notepad.
A status, so nothing just drifts
A lead carries whatever status label your team already uses for jobs — new, contacted, on hold, whatever you have configured — so an enquiry never sits invisible. There is no separate lead-status list to maintain on top of it.
One step from lead to booked job
Any lead, in any status, converts straight into a scheduled job in a single action, carrying the customer and the detail across. Nobody re-types a name, an address or a phone number, which is where the errors and the delays come from.
Website enquiries land in the same place
The booking form on your Opsler site creates a record directly — including at 11pm on a Sunday, which is when a real share of them arrive. It reaches your queue before your competitor has listened to their voicemail.
Repeat customers reach the right crew
When an enquiry arrives from a number Opsler recognises, it looks up that customer's most recent job and routes it to the team that ran it — so the people who already know the property get the call.
One customer, one record
A known phone number is matched rather than duplicated, and bulk customer import skips rows already on file. Your list stays clean as it grows, which is what makes the history worth having later.
The queue at a glance
Counts by status across the top, search across name, phone and email as you type, filters by status, and scoping to your team. Answering "what is still open?" takes a look, not an audit.
It carries into the money
A converted lead becomes a job, an estimate from your price book, an approved estimate and an invoice — one thread from first call to payment, with nothing re-keyed along the way.
Capture the Enquiry Without Creating a Duplicate
Enquiries reach you two ways, and both land somewhere your whole office can see rather than in one person’s memory.
Someone calls. Whoever answers creates the lead there and then. This is the most common source in a service business and it is treated as the main path, not a fallback — the record takes seconds, and it is the difference between following up on Thursday and forgetting entirely.
Someone fills in your form. The booking form on your Opsler site takes a name and phone number, then the service, a preferred date and time, an address and a description. It creates the record immediately, which matters most for the enquiries that arrive at 11pm — you are in the queue before anyone opens the office.
Either way, a phone number Opsler already knows is matched to the existing customer rather than duplicated, and imports skip rows already on file. That discipline is what makes the service history reliable a year later, when a technician wants to know what you did at that address last time.
Getting Each Enquiry to the Right People
Opsler does one genuinely clever thing here, and it is the difference between an enquiry landing with everybody and landing with the right person.
When an enquiry arrives from a number you have worked with before, Opsler finds that customer’s most recent job and routes it to the team that ran it. The crew who have already been to the property, already know the boiler is in an awkward cupboard and already met the dog, get the callback. First-time enquiries go to all staff, because there is nothing yet to route on.
For the office, the queue does the rest of the work. Counts by status sit across the top, so “how many are still waiting on us?” is a glance. Search filters as you type across name, phone and email. The list is scoped to your team, so people see their own work rather than everyone’s.
The customer list also carries a pending follow-ups count and a filter for who does and does not have an active contract — useful for deciding who is worth a call on a quiet Tuesday.
Decided Today, On the Calendar Today
Conversion is the part that has to be frictionless, because it usually happens while the customer is still on the phone deciding.
- Lead to job, one action. There is no required status first — convert whenever your office decides the lead is ready. It opens a job form already carrying the customer and the enquiry detail; you choose the date, the time window and the technician.
- Website enquiry to job. Same path. Convert it, and it joins the dispatch board with everything else.
- Then price it on site. The job carries an estimate built from your price book — single-price or three-tier — approved by the customer with a one-time code and a signature. See estimating.
What you never do is type the same customer into two systems. That is worth more than it sounds: it is the step that gets skipped when the phone is busy, and the skipped step is the job that never got scheduled.
Built for Inbound Service Work
Opsler is field service lead management built around the enquiry that comes to you: the phone call, the referral, the form on your own site. Those are your best-margin leads, and they are the ones most often lost to a follow-up nobody made. As lead tracking software it is deliberately narrow — one status list shared with your jobs, one conversion action — rather than a general-purpose sales pipeline.
If your business runs on outbound sales instead — multi-contact deals, proposals that sit for a month, nurture sequences, marketing attribution across paid channels, a weighted forecast for a board — that is a different tool doing a different job, and a dedicated sales CRM alongside Opsler is the right answer. Plenty of contractors run exactly that combination.
This page — before the job
An enquiry with no history. Capture it, decide on it, get it to the right crew, convert it. The question is: does this become work?
The CRM page — after it
A customer with a record: every job, warranty, invoice and note. The question is: what do we know before we knock? See field service CRM.
Lead management software questions
A lead management system is the software that holds an enquiry between the moment someone contacts you and the moment they become a job. At minimum it has to do four things: capture the enquiry somewhere other than a notepad, let someone track what is happening with it, keep the open ones visible, and turn the winners into scheduled work without re-typing anything. Enterprise lead management stacks scoring, routing rules and nurture campaigns on top. For a service business, those four are where nearly all the money is — because the enquiry you lose is almost always the one that was forgotten, not the one you were outbid on.
Someone creates the lead — office staff taking a call, or the booking form on your Opsler site when a customer submits it themselves. Its status tracks the same list your jobs already use, so your team can mark it however you track a job in progress; there is no separate lead-status system to configure. Converting it is a single action, available from any status, that turns the lead directly into a scheduled job, carrying the customer record and the enquiry detail with it, so the job form opens already filled in. Opsler does not force a particular status before conversion — that judgment call stays with your office. From there it behaves like any other job: assign it, run it, invoice it.
No — leads you buy from a marketplace arrive in that marketplace's app or your inbox, and someone enters them in Opsler. If paid marketplace volume is the core of your acquisition, a CRM built around those integrations will serve that part of your stack better. What Opsler is built for is the enquiry that comes to you directly: the phone call, the referral, the form on your own site. Those are the leads with the best margin, and they are the ones most often lost to a missed follow-up.
Opsler matches on phone number, so a returning customer is recognised rather than duplicated, and their enquiry is routed to the team from their most recent job. Bulk customer import works the same way — rows whose phone number is already on file are skipped, so re-running an import never doubles your list. The practical benefit shows up months later: because the history stayed attached to one record, the technician arriving for the next job can see everything you have ever done at that address.
Timing. This page is about the period before a job exists — an enquiry, a decision, a conversion. The CRM is about the relationship afterwards: the customer record, every job you have done for them, their warranties, their invoices, and the notes a technician wants before knocking. Same person, two different jobs for the software, which is why they are two pages rather than one vague one.
Yes. Leads, website booking enquiries, approval and conversion to a job all work on the free Budding plan, which is free forever for 2 seats — one admin and one technician — with 50 jobs a month. Pro is $25 per seat per month with no seat minimum and a 14-day trial that does not ask for a card, so you can put a week of real enquiries through it before deciding anything.
Ready to Run Your Business Without the Chaos?
Scheduling, dispatch, estimates, invoicing, customer portal, and a free branded website — start completely free, upgrade to Pro when you scale.
Free forever on the Budding plan. No credit card required.