Integrity Home Exteriors
Roofing · Gutters · Done right, because it matters
Pipeline
Contacts
Insurance
Audit
Branding
Health
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New Lead
Log a new customer. Auto-scores on save; insurance sources get the priority lane.
Contact
First name *
Last name *
Phone *
(used for dedupe)
Email
Service address
Job
Service type
— select —
Roof replacement
Gutter replacement
How they found us
Web Form
Referral
Storm Damage
Insurance Claim
Google
Facebook
Yard Sign
Door Knock
Purchased List
Cold Outreach
Event
Partner
Import
Manual
Roof size (sqft, optional)
Stories
—
1
2
3
Insurance
(toggle if storm / claim work)
This is an insurance job
Insurance carrier
Claim number
Adjuster name
Adjuster phone
Address is in a known hail zone (boosts score)
Notes & Consent
Initial notes / how they reached out
TCPA consent received
— Customer agreed to be contacted by phone/SMS about their roofing project.
(required)
Create Lead
Cancel
Lead will be auto-scored + auto-routed on save.
