ArchiveLead Desk
It keeps every web estimate, form enquiry and request filed in one place, with the Jobber request for each estimate planned and shown to you. Today you add it to Jobber yourself, from the plan.
Built on
Where it lands
You don't need
Slack or Notion. It lands where you already work.
01The problem
An estimate comes in on the website. An enquiry comes in on a form. Someone copies each one into the CRM by hand, when they get to it, and the one they miss is the one that would have bought.
Without it
Typed in twice. Every web estimate gets re-keyed into the CRM.
Three inboxes. Website, forms and email each hold part of the pipeline.
Duplicates and gaps. The same customer twice, and a phone number missing.
A queue that never drains. Requests wait for a sync nobody built.
With Archive
Planned once. The Jobber request for each estimate is planned and shown to you. Today you add it to Jobber yourself, from the plan.
One record. Every lead in one place, with where it came from and when.
Flagged, not guessed. Duplicates and missing fields are flagged for a person.
A queue you can see. Every pending estimate is listed with the Jobber request it needs, and anything that fails is named.
02How it works
Every run follows the same five steps. Nothing it writes goes out until a named person approves that exact draft: Tony on our own brands, and on yours, the person you name at setup.
Website estimates, form enquiries and request forms, as they arrive.
One record with the source, timestamp and every field the customer gave.
Duplicates and missing fields are flagged. Nothing is filled in by guess.
Each clean estimate gets its Jobber request planned and shown to you. Today you add it to Jobber yourself, from the plan.
Anything flagged waits for a person to decide. It never contacts the customer.
03Sample output
How Archive's output reads, field by field. A rendered sample is added once it has run.
What you see for each item
How it gets there
04What you get
Installed on your accounts, tested on your real data with every message held as a draft, then hosted, watched and fixed by us.
One lead recordper enquiry, with source and time.
The Jobber request planOne request per estimate, planned and shown to you. Today you add it to Jobber yourself, from the plan.
The pending queue, namedEvery estimate waiting on Jobber is listed with the request it needs.
Duplicate and gap flagsFor a person to settle, never auto-merged.
Form intakeFormspree and your own site forms read into the same record.
A daily logWhat came in, what was lined up for Jobber, what was flagged.
A plain English guide and a walkthrough video
Fixes and updates included for as long as you're on the care plan
05Who it's for
It fits if
Not for you if
Your leads already arrive straight into one CRM you are happy with. Want every lead answered once it's filed? That's Follow-Through.
Proof
Built for Sod-X first. No numbers yet. We publish them after 30 days of real runs, each one linked to the run that produced it.
06Install Archive
One setup, then one monthly line. The final number comes in writing on a Project Quote before anything is built.
Setup · Growth build
$7,500 to $12,000
One time. We install it, connect it to your accounts and make it yours.
Then monthly · Optimize care plan
$1,500/mo
We host it, watch it and fix it, so you never have to.
07Questions
The Optimize care plan, $1,500/mo, covers hosting, monitoring, fixes and new small filing rules as your intake changes. AI usage for sorting is billed at cost on its own line. Supabase, Jobber and Formspree stay on your own plans.
About 14 days. The first week maps every place a lead can arrive. The second week runs it on test records, then on real ones with you checking the Jobber plan.
Access to your website's database, your forms and your CRM, and a list of every place a lead can come from.
It never contacts a customer, never merges two records on its own, and never fills a missing field with a guess. A person settles every flag.
When you add GoHighLevel, the same lead records can be planned for it instead. Until then it plans each Jobber request for you to create, or keeps the one record.
08For agencies and operators
If you run more than one business, or you serve clients who need the same thing, we install any engine in this catalog for each of them, then run it and fix it behind you.
Partner terms, including whether the client screens carry your name and logo, are agreed in writing on the partner call.
09Works well with
Drafts the confirmation, the status updates and the quote follow up for every order and estimate, and holds each one for your yes.
Reads the requests that come in while you are on a job or asleep, drafts each reply from your own answers, and hands the rest to a person.
Turns a site visit or a call into an itemised quote built only from your own rate card, staged for your yes.
Next step
Thirty minutes on a call. Bring the job that eats your week, and we will tell you whether Archive fits, or that nothing in the store does yet. If it fits, the number comes in writing.
