Lead capture

Lead capture for plumbers

Every job you finish, every home show booth, every contractor and property manager you meet: turn a quick handshake into a lead you can actually follow up, instead of a number lost in your call log.

ConnectMachine turns every plumbing job and handshake into a captured lead. The homeowner, contractor, or property manager scans your QR code and shares their real contact in a second, with nothing to install. You add a voice note on the job or the referral, and every lead lands in one searchable list you can export to a CSV on any plan, or sync to your CRM on a paid plan.

Plumbing runs on the people who trust you: the homeowner whose water heater you just replaced, the general contractor who needs a reliable trade, the property manager with eight buildings and a burst pipe. You meet them at the best possible moment, right after you have fixed the problem. The hard part was never meeting them. It is still having their number, and the reason they called, weeks later when the work comes back around.

Lead capture with ConnectMachine closes that gap. Instead of a number scribbled on the back of an invoice or a card that rides around in your truck door, every person you meet scans a QR code, shares their real contact, and becomes a searchable lead with a note attached, ready to work the moment you are back in the van.

Why the leads you meet on the job slip away

The card in the truck door is where good leads go to disappear. You finish ten jobs a week and meet contractors and property managers in between, but the number ends up scribbled on an invoice, saved with no last name, or never saved at all. Three months later that homeowner has a leak and calls whoever shows up first in a search, because your number is gone.

The problem is not the work, it is the capture. A scribbled number gives you no way to remember which job it came from, no way to tell a one-time call from a property manager worth staying close to, and no way to find anyone again when you need to fill a slow week. By the time you follow up, the context is gone and the call sounds cold.

  • Numbers saved with no name, no company, and no context.
  • No note on what the job was or what needs a follow-up.
  • No way to tell a one-time homeowner from a repeat referral partner.
  • Slow weeks with a phone full of contacts you cannot search.

Turn your van and invoice into a lead-capture station

Your ConnectMachine card carries a QR code you can put on the van, on the invoice, and on a magnet you leave behind. Turning it into a lead-capture station takes a few minutes and no extra gear.

  1. Build your plumber card with your photo, number, license info, service area, and a save-my-contact button.
  2. Download your QR as a print-ready file for the van, the invoice, and a leave-behind magnet.
  3. When you finish a job, ask the customer to scan it: 'Scan that so you've got me if anything comes up.'
  4. As they save your card, they can share their own contact back, so you capture a real lead in one tap.
  5. Back in the van, review the lead, already a clean contact in your list.

There is nothing for the customer to install. The QR opens your card in their browser, and saving your details and sharing theirs both happen right there, so even the customer who fights with technology is captured in seconds.

Capture the context, not just a phone number

A phone number tells you nothing about whether a lead is worth a follow-up call. The value is in the context, and the moment to capture it is while you are still in the driveway. The second you close the door, record a ten-second voice note on the contact.

'Water heater is twelve years old, check back in spring.' 'Property manager, eight buildings, wants a plumber on call.' That note turns a bare number into a lead you can actually work, and it takes less time than writing one line on the back of an invoice.

  • What the job was and what you fixed.
  • What is aging or due for a follow-up, like a water heater or a sump pump.
  • Whether they are a homeowner, a contractor, or a property manager.
  • Anything worth remembering for the next visit, like a gate code or a dog in the yard.

By the weekend, a pipeline instead of a pile of invoices

A busy week should end as a clean list of leads, not a pile of invoices and business cards to sort out on Sunday night. Every contact you capture lands in one place with its note attached, and from there it flows into the tools you already run the business on.

  1. Review the week's captured leads while the jobs are still fresh in your head.
  2. Export the list to a CSV on any plan, or sync straight to your CRM on a paid plan.
  3. Your notes travel with each contact, so nothing is retyped and no job detail is lost.
  4. Set your follow-up order by who brings repeat work, not by who you happened to meet first.

Follow up about the exact water heater

This is where captured leads turn into booked jobs. Because every contact carries a note, you reach out about the exact water heater or the exact building the customer cared about, instead of a generic 'just checking in' that could have gone to anyone.

When a slow week hits, you do not have to scroll your whole phone. Ask the AI Concierge in plain language, 'who has a water heater due this spring?' or 'which property managers did I meet this year?', and it pulls the list from your own captured leads in seconds. The homeowner you helped on Tuesday is still bringing you work months later.

Lead capture beyond the job site

The job site is the obvious moment, but the same card captures leads everywhere plumbing takes you. One QR code covers the whole business.

  • On the van, so a neighbor who sees it becomes a lead instead of a drive-by.
  • At a home show booth, where visitors scan to save your card and share theirs back.
  • On a remodel or at the supply house, where you meet contractors and other trades who send referrals.
  • With property managers and real estate agents, the steady leads behind repeat work.

You can also point the AI scanner at the paper cards you get handed at any of those stops. It pulls the name, company, title, phone, and email into a clean contact and keeps the original card image, so every contractor and supplier lands in the same searchable list, with the same notes and the same search, instead of in a glovebox.

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Questions fréquentes

How do plumbers capture new leads and follow up with them?
Put your QR code on the van and every invoice. The homeowner, contractor, or property manager scans it, gets your card, and shares their contact back in a second. You add a voice note on the job, and every lead lands in one list you can export to a CSV, or sync to your CRM on a paid plan. It replaces the number scribbled on an invoice entirely.
Do customers need an app to share their contact?
No. They scan your QR with the phone camera and it opens in the browser. Saving your card and sharing their own contact back both take one tap, with nothing to download, so even a customer who hates apps is captured in seconds.
Can I export my leads to my CRM?
Yes. Captured leads export to a CSV on any plan, and sync straight to your CRM on a paid plan, with your notes attached, so nothing is retyped and the leads are working in your pipeline the same day.
Can I scan the business cards contractors hand me?
Yes. Point the AI scanner at a paper card and it pulls the name, company, title, phone, and email into a clean contact, and keeps the original card image. On a paid plan the scanning is unlimited, so a whole home show's worth of cards becomes searchable leads.
Can I remember which job each lead came from?
Yes. Attach a voice note or a written note to each contact the moment you leave, like 'water heater twelve years old, check in spring.' Later you can ask the AI Concierge in plain language and it pulls up exactly the customers due for a follow-up or the property managers you met.
Can my whole crew capture leads?
Yes. Each tech captures leads to their own contact list, and the Team plan at $5.99 per seat puts every card under one brand with central billing and admin controls. Leads still export to a CSV, or sync to your CRM on a paid plan, so the whole crew's pipeline stays in one system.

Getting started with lead capture on the job

You can be capturing leads on tomorrow's first job in one sitting. Create your free plumber card, download the QR for the van and your invoices, and practice the ten-second voice note once so it is second nature by the time you close the door. Your first job becomes your first clean lead, and every one after that compounds into a network you can search whenever the work comes back around.

Turn every job into a lead that comes back.

Get your free plumber card