Total Leads
0
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Get started — 3 steps to your first booked job
0 of 3 complete
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Configure your AI agent
Set your agent name and enable the SMS bot
Go →
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Add your first lead
Create a lead record or wait for your first inbound SMS
Add lead →
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Buy your first lead pack
Purchase a lead pack to start receiving exclusive leads in your area
Buy leads →
Quick actions
AI —
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leads today
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open pipeline
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quotes out
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total revenue
Active Lead Orders
Lead packs currently being delivered to your account.
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Needs your attention
Hot and warm leads with no quote sent, sorted by age.
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Needs attention
Items that may need a human decision.
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Open Pipeline
0
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Quotes
0
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Sales Conversion
0%
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AI Appt. Rate
0%
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Leads Quoted
0%
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Revenue
$0
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Avg Deal Value
$0
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Lead Volume
New leads added each day this week.
Recent Leads
Last 5 leads by date created.
Pipeline Snapshot
Opportunity stages update from live lead status.
Leads
Capture name, email, phone, postcode, address, source, and custom fields.
| Lead | Contact | Address | Source | Status | AI Score | AI Status | AI Summary | Custom Fields | Actions |
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No leads yet
Leads flow in automatically once your AI agent is live, or you can add them manually.
Pipeline Board
Drag cards between columns to update lead status.
Quotes
All quotes created for your leads. Download PDFs or share links for one-click accept/decline.
Appointments
Scheduled callbacks, on-site visits, and other bookings.
Sales
Closed won and lost totals are calculated from saved lead status.
AI Notifications
Events where AI has achieved goals — appointments booked, quotes initiated, and more.
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Select a conversation
Pick a thread from the left to view messages.
Lead Name
Score: --
Bulk SMS
Database reactivation — send a personalized SMS to multiple leads at once.
Choose which pipeline stage(s) to target, or send to all leads.
0 leads will receive this message.
Use
{{first_name}} or {{first.name}} for first name, {{last_name}} for last name.
Type a message above to see a preview…
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Your SMS number is being configured
Your dedicated SMS number is being set up by the QuoteLeads team. You'll be able to enable the AI agent once it's ready — usually within 1 business day.
AI Settings
Manage AI SMS agent configuration, prompts, and automation settings.
Numbers
0 Assign receiving numbers before enabling live SMS.SMS Credits
500 free credits included every 30 days. Each SMS (inbound or outbound) uses 1 credit. Purchased credits never expire.
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Top up your credits below for extra capacity. GST is added at checkout.
100
credits
$10 AUD
POPULAR
500
credits
$45 AUD
1,000
credits
$80 AUD
Workflow Visibility
Recent AI automation runs for this company.
Team Members
Active members and pending invites for this workspace.
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Invite a Team Member
They'll receive an email with a link to set up their account. Once accepted they'll appear as an active member above.
Company and Account
Edit company name, email, phone, and the signed-in user profile.
Password
Update the password protecting this account.
Custom Lead Fields
Adding a field updates the Supabase schema used by lead records.
AI Data Sharing
Contribute anonymised, aggregated performance data to power niche benchmarks in AI Insights. No individual data is ever shared — only statistical averages across 10+ businesses.
Lead Delivery
Choose how new leads are delivered to you. Leave a field blank to disable that channel.
Quote Defaults
Set default values for new quotes. These will be pre-filled when creating a new quote.
Lead Routing
Choose how new leads are assigned to team members. Only owners and admins can configure this.
PPL Orders
Track Pay-Per-Lead orders. Each order records how many leads were contracted, when they were purchased, and the delivery deadline. Leads delivered with source PPL are counted automatically.
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PPL Service Areas
The postcodes your company has contracted to receive leads for. Used to auto-check Outside Agreed Criteria disputes.
These postcodes were automatically set from your last lead pack order. You can edit them here at any time.
Paste one postcode or a comma-separated list of postcodes. Duplicates are ignored automatically. The dispute auto-check will flag leads whose postcode is not in this list.
AI Performance
See how your AI agents are performing and improving over time.
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AI vs Human Conversion
Compare conversion rates between AI-handled and human-handled leads.
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AI Knowledge Base
Learnings your AI has extracted from past interactions. These are automatically injected into future conversations.
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Performance Insights
Data-driven recommendations based on your pipeline, compared against AU trade industry benchmarks.
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API Keys
Create and manage API tokens for programmatic access to your data. Tokens are shown only once — copy them immediately.
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New API Key
Name your key and select the permissions it should have.
API Key Created
Copy this key now — it will not be shown again.
Webhooks
Receive real-time notifications when events happen in your account. Payloads are signed with HMAC-SHA256.
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New Webhook
Enter the URL and select which events should trigger a POST request.
Webhook Signing Secret
Copy this secret now — it will not be shown again. Use it to verify webhook signatures.
Recent Deliveries
Last 50 webhook delivery attempts across all endpoints.
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API Documentation
Use these endpoints with your API key to integrate with external tools.
Base URL:
https://api.quoteleadshq.com/v1
Leads
GET /v1/leads — List leads (paginated, filterable by stage/ai_status/search)
POST /v1/leads — Create a lead (name, phone, email, etc.)
GET /v1/leads/:id — Get a single lead
PATCH /v1/leads/:id — Update a lead
Quotes
GET /v1/quotes — List quotes (filterable by status)
GET /v1/quotes/:id — Get a single quote with line items
SMS
POST /v1/sms — Send SMS to a lead (lead_id, message)
Appointments
GET /v1/appointments — List appointments (filterable by type)
GET /v1/pipeline — Pipeline stage counts
Authentication
All requests require an
Pagination:
Responses:
Authorization: Bearer <api_key> header.Pagination:
?page=1&per_page=25 (max 100 per page).Responses:
{ "data": [...], "meta": { "page", "per_page", "total" } }
Review Settings
Configure automated Google review requests sent to customers after a deal is won.
Review Requests
Manage pending and sent review requests.
Pending
0Sent
0Skipped
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Purchase Lead Pack
Exclusive leads delivered in real-time to your pipeline. Minimum 10 per order.
Use the link above to find all postcodes within a radius, then paste them here.
Custom:
leads (min. 10)
Order Summary
Niche—
Lead Type—
City—
Coverage—
Quantity—
Price per lead—
Volume discount—
Total (ex GST)—
Leads delivered in real-time over 7–14 days. By purchasing you agree to the Pay-Per-Lead Terms.
Order History
Your lead pack purchases and delivery status.
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