Setting Up Lead Notifications
Configure SMS and email alerts for incoming leads.
Speed matters when following up on leads. Configure your notification preferences so the right people on your team are alerted immediately when a new lead is assigned.
Notification Contacts
In the Leads Hub settings, add SMS phone numbers and email addresses that should receive instant notifications when a lead comes in. You can add multiple contacts so your dispatcher and sales team are all in the loop.
Conversion and refunds
Leads Hub shows cost per booked job (assigned fee ÷ completed or paid jobs). Assigned leads are exclusive to your shop. You can request a wallet refund within 48 hours if the job is still open and no technician has visited. Eligible requests credit your prepaid balance immediately; others open a support case.