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CLEANING SERVICES

GREEN SERVICES

CONTRACTING SERVICES

CLEANING SERVICES

GREEN SERVICES

CONTRACTING SERVICES

CLIENT ENGAGEMENT

TEAM COLLABORATION

BUSINESS ESSENTIAL

CLIENT ENGAGEMENT

TEAM COLLABORATION

BUSINESS ESSENTIAL

Job Management

You can create new tickets for each job, access all relevant SMS messages associated with the job, specify the method of payment used to close the job, monitor revenue split, create personalized notes for each job, and categorize your jobs using our convenient tags feature.

Organized Workflow

Enhance organization with a streamlined ticketing system for all jobs.

Easy Access to Messages

Centralize communication by accessing all relevant SMS messages in one place.

Better Financial Control

Improve financial tracking by specifying and monitoring payment methods and revenue splits.

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Important Details at Hand

Never miss critical information by adding personalized notes to each job.

Uleadz Job Management

Efficient Job Categorization

Boost efficiency and searchability by categorizing jobs with customizable tags.

Lead Source Tracking

Easily gain valuable insights into which source is generating the most revenue for your business.

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Automated workflows

Increase productivity by 40% with automated responses to leads, jobs, estimates, and review requests.

Uleadz features

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Frequently Asked Questions

Curious about Uleadz? Here’s everything you need to know!

Do you generate leads?

We do not generate leads. However, with Uleadz, you're able to track all of your incoming leads and send them directly to your technicians.

Can I transfer my data from another CRM into Uleadz?

While we strive to facilitate a smooth data transfer from your existing CRM to Uleadz, we cannot guarantee it in every case. Data migration may be subject to certain limitations or dependencies

How long does it take to set up Uleadz?

Uleadz setup time varies but typically takes a few hours to a few days, depending on your specific needs and data migration.

Can I use any mobile device to access my Uleadz account?

Yes, you can easily access your Uleadz account through our dedicated mobile app, providing a seamless and convenient experience for managing your field service operations from your mobile device

Do I need to sign any contract?

No, there is no need to sign a contract to use Uleadz. We offer flexible subscription options that do not require long-term commitments. You can choose a plan that suits your needs, and you have the freedom to cancel or adjust it as necessary.

I’m not a techie person. Will have a hard time using your software?

Uleadz Filed Service management is user-friendly, and you don't need technical expertise. We offer training and support for a smooth experience.

How Uleadz invoices work?

Our invoicing feature in Uleadz allows you to create, send, and track invoices effortlessly. You can customize them, add line items, and set payment terms. Clients receive invoices via email and can pay online. You can also track payment status and send reminders

Can I get paid through Uleadz?

Yes, you can get paid through Uleadz, including credit card processing. We offer secure online payment options, allowing your clients to pay invoices conveniently using credit cards directly through our platform.

Is Uleadz secure? How secured?

Uleadz takes security seriously. We employ industry-standard measures to ensure your data's safety, including encryption, access controls, and regular security updates. Our priority is to provide a highly secure environment for your business operations.