We do not generate leads. However, with Uleadz, you’re able to track all of your incoming leads and send them directly to your technicians.

Because it is not our data we can’t promise this is possible. However, depending on the format of your data we can always try importing it. For that, we would need your to provide us with said data in a CSV file. Please have in mind this can take up to 7 business days to be completed.

No, but Uleadz has its own calendar feature that can be accessed both on the web version and the mobile app. You can easily schedule and manage appointments, set reminders, and view your schedule for the day, week, or month.

The time required to set up Uleadz varies depending on the amount of information you need to add to your account, such as technicians, phone numbers, users, and job sources. On average, it takes about 60 minutes, and the process is done through a Zoom call with the business owner and the assigned account manager.

No, you don’t need to sign any contract to use Uleadz. We offer flexible plans to suit your needs, with both monthly and annual options available. By choosing the annual plan, you can save 20% on the overall cost, providing you with even greater value. Our goal is to make it as easy as possible for you to manage and grow your business without being tied down by long-term commitments.

Uleadz offers a mobile app, available on the App Store and Google Play, that is fully compatible with any smartphone. With the Uleadz mobile app, you and your team can stay connected and use the platform from anywhere – whether you’re in the office, on the road, or at the job site. Generate invoices, take payments in the field, and communicate with clients every step of the way.

Not at all! Uleadz is designed with a strong focus on user-friendliness and continuous improvement. We’re always listening to our customers’ feedback and implementing changes to create a platform that’s truly tailored to your needs. After setting up your account, you can immediately begin scheduling jobs and dispatching your technicians with ease.

What sets Uleadz apart is our unwavering commitment to providing top-notch customer support. We offer 24/7 assistance, a comprehensive onboarding process, and numerous resources to help you and your team become proficient with our platform. Be sure to visit the Help Section on our website for informative videos, articles, and valuable tips and tricks.

Our invoices in Uleadz are fully customizable. To create a custom invoice, go to the “Invoices” section and click on “Create New Invoice.” Add the details of the items or services you provided to the client, along with any applicable taxes or discounts. You can also add a note or comment section for any additional information.

The header of the invoice will include the details of both your client and your company, such as name, address, and contact information. You can also upload your company logo to the invoice to give it a professional look.

Once the invoice is complete, you can choose to send it directly to the client via email, SMS, or download it for other communication channels.

Uleadz financing integration allows customers to pay for complex, high-cost jobs in interest-free installments, helping you close larger deals efficiently.

Your security is of the utmost importance to us at Uleadz! We diligently work to ensure that all customer data, as well as your clients’ information, is fully protected with standard SSL Encryption, so you never have to worry. Our dedicated tech team stays current with the latest trends and developments in the security field, ensuring that Uleadz always remains at the forefront of data encryption and safety measures. For more information on our security and privacy policies, please follow this link.

Uleadz is supported worldwide. However, the phone system feature only works with US and Canadian phone numbers. Technicians outside of these countries can still receive job notifications through push notifications or email.

Uleadz allows you to assign different permissions to your users, so you can limit their access to certain parts of the software while disabling other features or sections. For example, you can restrict access to Finance, Settings, certain job sources, and other technician’s jobs. These permissions are customizable and can be changed at any time.