Leads — AerialReports CRM

New Today

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today

Qualified

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AI-scored ≥ 70

Estimates Sent

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awaiting decision

Close Rate

—

won ÷ closed

Lead → Job

0

Converted (lifetime)

Select a lead to preview it here.

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	Name	Address	Source	AI Score	Job Type	Est. Value	Status	Assigned

Convert Lead to Job

Review details and create a new job from this lead.

Contact Name

Address

Trade / Lead Source

Insurance Info

Job Type

Assigned Rep

Description

Add New Lead

Fill in the details — AI will score the lead automatically.

Full Name

Phone

Email

Address

City

State

ZIP

Source

Job Type

Lead Category

Best Time to Contact

Trades

Roofing Siding Gutters Windows Solar

Insurance claim?

🛡 Insurance Claim Details

Carrier

Claim #

Claim Type

Date of Loss

Deductible ($)

Adjuster Name

Adjuster Phone

Adjuster Email

Inspection Appointment

Notes

Mark Lead as Lost

Capture why this lead was lost or disqualified — it helps improve future scoring.

Reason Lost

Notes (optional)

Schedule Appointment

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Appointment type

Date & time