Everything you need to know about working leads in your inbox — from the moment a job arrives to marking it won.
Every job in QuoteTxt moves through a standard set of status stages. Understanding these stages helps you and your team know exactly where each job stands.
Job just arrived. Not yet reviewed.
You've opened and reviewed the job.
Customer completed the full intake chat.
A quote has been published and sent.
Job is confirmed and you're doing the work.
Job didn't convert. Logged for reference.
Open your Dashboard
Your Dashboard shows all incoming and active jobs. New jobs appear at the top with a notification badge.
Filter by status
Use the status filter tabs at the top of the inbox to focus on a specific stage — New, Engaged, Quote Sent, Won, or Lost. This is useful when you want to batch-process jobs at the same stage.
Search and sort
Use the search bar to find jobs by customer name, address, or job title. Sort by newest or by last activity to prioritize your day.
Click any job to open it
Tapping or clicking a job in the inbox opens the full job detail view at /bids/[id].
Review the summary
At the top of every job is a generated summary of what the customer described — their scope, any special requirements, and a brief assessment of the job. This is your quick orientation before diving deeper.
View photos and property data
Scroll down to see any photos the customer attached during the intake chat. The Property card shows the verified address, lot size, and other property data enriched automatically from the intake address.
Check contact info
The Contact card shows the customer's name, email, and phone number. These are pulled directly from what they provided in the chat.
Find the status selector
In the job detail view, the current status is shown prominently near the top. Click the status badge or the Update status button to change it.
Move the job forward (or back)
Select the appropriate next stage from the modal. You can move jobs forward (New → Engaged → Quote Sent → Won) or back if something changes.
Mark as Won or Lost
When a job is finalized, mark it Won (you're doing the work) or Lost (it didn't convert). Lost jobs are kept in your history for reporting — nothing is deleted.
Every completed intake chat generates a summary — a condensed description of the job that captures scope, photos described, special requirements, and any flags or add-on opportunities detected during intake.
The Requirements section breaks down each specific question the assistant asked and the customer's answer (e.g., "Frequency: Weekly", "Area size: ~5,000 sq ft"). These are the details you need to price the job accurately.
You can share a recap summary with the customer by clicking Share recap. This sends them a clean summary of what was collected — useful for confirmations.
Open the job detail
Navigate to the job you want to assign.
Use the Assign field
In the job meta controls (near the top of the job detail), find the Assigned to dropdown and select a team member. Only active members of your team appear here.
Visibility follows assignment
If your team is set to assigned visibility mode, the assigned member will see this job in their inbox. Members not assigned won't see it. Owners and admins always see all jobs regardless of assignment.
Map view (/map) plots all your jobs on a map using the verified customer addresses. Use it to cluster nearby jobs for efficient routing.
Schedule (/schedule) shows jobs laid out in a calendar view. Useful for visualizing workload across the week. You can also subscribe to a calendar feed from Settings → Integrations to sync jobs to Google Calendar, Apple Calendar, or Outlook.
Click New Job
Go to Jobs → New Job. Use this when you take an inquiry over the phone, in person, or via email and want to create the job record yourself instead of having the customer go through the chat.
Fill in the details
Enter the customer's name, contact info, address, job type, and any scope notes. You can attach photos manually if you have them.
Proceed normally
Manual jobs move through the same status lifecycle as intake jobs. You can create quotes and invoices for them just the same.
Still need help?
Our support team usually responds within a few hours.