Lead response
Answer every lead right away, even when you’re on a roof
The contractor who answers first usually gets the job. Dex answers new leads in your company’s name, gathers what you need to quote, and files the lead with every detail and photo.
Leads go cold while you’re working
A homeowner sends the same request to three contractors. Whoever answers first, and asks the right questions, gets the site visit. But you are on a job, the office is on the phone, and by the evening the lead has booked someone else.
Dex answers the moment a lead comes in, day or night, and gets the lead ready for you to call.
Email leads: Dex replies in your company’s name
Leads email your company’s address. Dex replies as your company and asks only for what is still missing: name, phone, the address, what they need, photos or plans. Contractors and property managers are also asked for their company and billing address.
When the lead is ready, Dex files it in Leads with every detail and attachment. You get a push notification for each new lead, and the ones still waiting show on your Dashboard. You choose, in Settings, what Dex asks new leads.
Text leads (Texts add-on)
With the Texts add-on, leads and clients can text your company: on a shared Northdesk number, or on your own. Dex answers in short texts signed with your company’s name, and files a lead when it’s about new work.
Every conversation is live in Leads → Texts. Reply yourself whenever you want and Dex steps back for that conversation.
What Dex won’t do
- No prices, dates or promises. Dex gathers information; you quote and schedule.
- No guessing about existing work. Questions about a current project or a payment are passed to your team.
- Nothing your client didn’t agree to. Texts like “On my way” go only to clients who agreed to texts.
From lead to project in one tap
A ready lead has the client, the address, the scope and the photos. Turn it into a project in one tap, send an estimate with your logo, and the client approves it online. Follow-ups keep the leads that aren’t ready yet from slipping. Repeat customers can be put on service follow-ups, and Dex reaches out when the next visit is due.
Questions people ask
How fast does Dex answer a lead?
Right away, when the email or text arrives, including nights and weekends.
Does the lead know it’s an assistant?
Dex writes as your company, signed with your company’s name, in plain and friendly words. It never pretends to be a specific person and never promises prices or dates.
Do I need a new phone number for texts?
No. With the Texts add-on you can use a shared Northdesk number or your own.
Can I take over a conversation?
Yes. Reply yourself in Leads → Texts and Dex steps back for that conversation.
What does Dex ask new leads?
Only what is missing: name, phone, address, the work, and photos or plans. You can change what it asks in Settings.
Free calculators for this work
Related
- AI assistant for contractorsDex is the assistant built into Northdesk.
- Estimates and invoicesEstimates, change orders, invoices and statements go out with your logo and colors, emailed in your company’s name.
- Roofing contractorsAfter a storm the phone doesn’t stop, and every lead wants an answer today.
- Landscaping contractorsMaintenance routes, patio and wall installs, seasonal crews and a yard full of stone.
Run the day from one desk.
We’ll set Northdesk up around your company: your name, your logo, only what you use. Dex will book you a walkthrough with our team.