LeadDuo – Service Business SoftwareLeadDuo
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How It Works

From Booking to Payment — All in One Place

LeadDuo ServiceHub connects every part of your service business — bookings, quotes, jobs, Proof Pack, invoices, and recurring subscriptions — so nothing falls through the cracks. Pricing stays consistent at every step.

This page explains sequence. The features page explains depth. Keep both linked so buyers can skim fast.

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Consistent pricing
Stripe & Square
01

Customer Books Online

Your customers book appointments 24/7 through your branded booking page.

  • Embed booking on your website or share a direct link
  • Customers select service, date, and time
  • Collect deposits or full payment at booking (optional)
  • Automatic confirmation emails sent instantly
  • Calendar syncs to avoid double-bookings

No more phone tag — customers book instantly, even after hours.

02

Pricing Is Calculated Automatically

ServiceHub calculates prices using your business rules — before the customer confirms.

  • Price based on units like bedrooms, bathrooms, square footage, hours, or service type
  • Combine multiple rules into a single price
  • Apply pricing consistently across booking, quotes, and invoices
  • No manual math, spreadsheets, or rework

Customers see clear, accurate pricing — your team stays aligned.

03

Quote, Approve, and Turn Priced Work into Jobs Automatically

For larger projects, send a professional quote first. For standard bookings, create a job directly.

  • Create itemized quotes using automatically calculated pricing
  • Send option groups (Repair / Replace / Best Value) in one quote so customers can choose the path that fits
  • Clients approve quotes online with one click
  • For recurring services, collect approval + card once and start subscription billing
  • Approved quotes convert to jobs automatically
  • AI FrontDesk follows up on quotes that haven't been approved

Win more jobs with clear pricing and automated follow-ups.

04

Schedule and Assign with the Staff Calendar

See your entire team's schedule at a glance and slot jobs into open time slots with one click.

  • Visual calendar shows all staff schedules side by side
  • Color-coded jobs: blue (scheduled), yellow (in progress), green (completed)
  • Click any empty slot to create a new job instantly
  • Smart Routing: Automatically checks travel time + return-to-base
  • Built-in stats: availability %, busiest day, busiest staff
  • Filter by staff or location to focus on what matters

No more scheduling conflicts — see utilization and book faster.

05

Reminders Keep Everyone on Track

Automated reminders reduce no-shows and keep your schedule full.

  • Email reminders sent before appointments
  • SMS reminders for urgent notifications
  • Techs can send one-tap on-my-way or running-late updates with staff name, photo, and ETA
  • Customers can confirm or request rescheduling easily
  • Your team gets notified of changes

Fewer no-shows, more arrival confidence, happier customers, more revenue.

06

Complete the Job and Track Performance

Every action is tracked from first contact to completion. Built-in analytics show where leads drop off so you can improve.

  • Track time spent on each job with start/stop timers and checklists
  • Capture before/after job photos with timestamped uploads from the field
  • Store checklist comments and completion notes for internal quality control
  • Full activity timeline: emails, quotes, status changes — all logged
  • Funnel analytics: lead → job → payment conversion rates at a glance
  • Compare performance across stores and staff to spot bottlenecks

Complete visibility into every job and the metrics to improve your close rate.

07

Verify the visit and generate a Proof Pack

When the work is done, your team completes the checklist and adds photos from the field. ServiceHub turns that into a Proof Pack and sends a secure link to the client automatically.

  • Checklist completion is captured at job close-out
  • Photos are attached directly from the job view
  • Visit timestamps and service evidence stay tied to the job
  • Send a secure Proof Pack link automatically after completion
  • Works for residential, commercial, and recurring service workflows
  • Included on all plans

You do not just mark the job complete. The client gets proof automatically.

08

Invoice Once or Run Recurring Billing

Send professional invoices and collect one-time or recurring payments.

  • Generate invoices from completed jobs
  • Invoice totals always match the original pricing and quote
  • Invoice emails can include a secure link to the Proof Pack
  • Accept credit cards via Stripe or Square
  • Create subscriptions for recurring services and auto-generate cycle invoices
  • Payments go directly to your bank
  • Automatic payment receipts sent

Get paid faster without losing the documentation trail that supports the invoice.

09

Collect Reviews & Build Your Reputation

Turn happy customers into 5-star reviews that bring in more business.

  • Automatic review requests sent after job completion
  • Review/thank-you emails can include before/after photo links
  • Customers leave reviews with one click
  • AI analyzes sentiment and highlights trends
  • Approve reviews before publishing
  • Embed reviews on your website with our API

More reviews, better reputation, more referrals.

From booking to payment — everything stays connected in one system. What used to take hours of phone calls, emails, and spreadsheets now happens automatically.

AI layer

Where AI helps in the workflow

Before booking: triage inbound requests and route to the right flow.
Before dispatch: collect missing intake data and required photos.
During scheduling: suggest or auto-assign based on skills, hours, and routing rules.
After completion: automate invoice follow-up and review outreach.

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Frequently Asked Questions

How long does setup take?
Most businesses are up and running in under 30 minutes. Add your services, set your availability, and share your booking link.
Can I import existing customers?
Yes! You can add customers manually or they are automatically created when they book. All customer history stays organized in one place.
Do my customers need to create accounts?
No. Customers can book appointments without creating an account. They just enter their details and confirm.
How do reminders work?
ServiceHub sends automatic email and SMS reminders before appointments. You control the timing and message content. Staff members can also receive reminders for their assigned jobs.
Can I customize the booking page?
Yes. Add your logo, choose colors, and customize the services and time slots you offer. You can also display your Terms & Conditions with optional acceptance checkbox.
Can I add Terms & Conditions and Cancellation Policy?
Yes! Set up your T&C to display on the booking page (informational or require acceptance). Your cancellation policy is automatically included in confirmation and reminder emails. Use our AI wizard to generate professional policies.
Do my staff get notified about their jobs?
Yes! Staff can receive email or SMS reminders before their assigned jobs (24h, 1h before). They can also get a daily morning summary of their schedule, and notifications when assigned to new jobs or when job details change.
What if I need help getting started?
Our support team is here to help. Email us anytime and we will respond within 24 hours.
Can I send quotes to customers?
Yes! Create itemized quotes with your services and pricing. Send them by email, and customers can approve with one click. Approved quotes automatically convert to jobs. AI FrontDesk can even follow up on quotes that haven't been approved yet.
Can I collect deposits before the job?
Yes! You can request deposits or full payments before the job via Stripe or Square. Send a payment link by email, and customers pay securely. The amount is tracked on the job and automatically deducted when you create the final invoice.
Is recurring billing included on all plans?
Yes. Recurring billing/subscriptions are included on all ServiceHub plans, so you can automate repeat-service invoicing without upgrading to a separate billing tier.
Can I set discount limits for my team?
Yes! In Settings → Invoice Settings, set a maximum discount percentage (e.g., 20%). When staff try to apply a higher discount, they'll see a warning. You can control whether staff can override the limit or if only the owner can.
How does pricing work in ServiceHub?
ServiceHub includes a built-in Pricing Engine that lets you define prices based on units such as quantity, size, time, or service type. Prices are calculated automatically during booking or quoting and flow through jobs and invoices without manual adjustments.

Run this flow with fewer manual handoffs

Start with dry-run controls and move to automation as your team gains confidence.

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