Lead capture: every enquiry in one place, ready to quote

What is a lead in Sammy?

A lead is someone who’s asked for a quote but hasn’t given you the work yet. Instead of enquiries scattered across your inbox, texts and notes on the ute’s dash, they all land in one list in Sammy: what the job is, where it is, how to reach them and their photos.

When you win the work they become a client by themselves: their quote is accepted, you log a job for them or you raise an invoice. You don’t move anyone by hand.

How it works

1. Turn on your quote form. Go to Settings, Integrations, Lead Capture and turn on Take quote requests. Sammy makes your form and a link to it straight away.
2. Put it where people find you. On your website, or as a link anywhere else (see below).
3. Your customer fills it in. What they need done, up to five photos, their suburb or postcode, and their name with a phone or email.
4. You get a notification straight away. Like “New lead: Sarah K.”, and so does everyone on your team.
5. Open the lead and call, text or email them. Their request sits at the top of the page with their photos.
6. Tap Start a quote. Sammy starts a new quote with their words and suburb as the job description and their photos attached, ready for you to get him going.

Getting the form on your website

• If an AI looks after your site. Tap Copy instructions for Claude / Gemini / ChatGPT and paste them into the chat. They say where the code goes on WordPress, Wix, Squarespace, Webflow, Shopify and most other site builders.
• If you edit your site yourself. Tap Copy embed code and paste it where the form should go, like a Custom HTML block on WordPress.
• If you don’t have a website. Tap Copy link. It opens the same form as a page of its own, for your Google Business Profile, your Instagram or Facebook bio, your email signature or a QR code on the ute.

Change the heading, add an intro line, and pick a button colour and a light or dark theme to match your site. Your logo and business name come from your settings. The form loads only when someone scrolls near it, so it won’t slow your website down.

Leads that come in other ways

• Forward the email. Got an enquiry from hipages, your website or the customer themselves? Forward it to leads@withsammy.ai from the email you sign in to Sammy with. Sammy reads out their name, phone, email, suburb and what they need, and adds the lead with up to five photos from the email.
• From Gmail or Outlook. With Sammy for Chrome, open the email, click the Sammy icon and he fills in the lead for you. Check it and tap Add lead.
• Add it yourself. For the call you took on site, go to Clients, tap + New, then New lead. Or ask Sammy: “Add Dana Reyes in Glebe as a lead, she wants a quote for a new deck”. See Sammy on every page.

If someone who’s already one of your clients sends a request, it goes on their record instead of making a new client, matched by their email or phone.

Questions tradies ask

Does Sammy email or text my customer?

No. They see a thank-you saying your business has their request and will be in touch. Your reply is the first thing they hear back. Sammy never replies to a forwarded email either.

Do I need a website?

No. Copy link gives you the form as a page of its own. Put it on your Google Business Profile, your socials or a QR code on the ute.

What about spam?

Delete it with Delete request on the lead. If a lot is coming through, tap Get a new link in the Lead Capture settings. The old form and link stop working within a minute, so paste the new embed code on your site.

What happens if my plan lapses?

Your form keeps working, so nobody’s request gets lost, and new leads still land in Clients. Changing the form needs Pro again.

Is it included in my plan?

Lead capture comes with Sammy Pro and the free trial.

Who can see what my customers send?

Only you and your team. A photo goes into a quote only when you start one from the request. On a team, only the owner or an admin can turn the form on or change it.

Step-by-step guides

• Capturing leads from your website
• Managing your notifications
• Managing your subscription