Every lead — the form filled in at nine at night, the call nobody picked up — lands on the right rep the moment it arrives, and nothing is left sitting with nobody's name on it.
The operating system for post-frame and barndominium builders.
Instead of: A website form that emails one inbox, leads handed out by whoever is in the office that morning, and missed calls that are a red number on one man's phone.
How one lead finds one rep
How one lead finds one rep
The same five questions, in the same order, every time.
1
Who covers it
The lead's county, ZIP or state against every rep's territory. Primary coverage beats backup coverage.
2
Priority tier
Tier 1 pulls 4× a tier 3 of the same weight. Tier 2 pulls 2×.
3
Are they full
A rep holding more un-worked leads than their open cap is skipped, however good they are.
4
Fair share
Among who is left, the rep carrying least right now.
5
Nobody free
It still assigns — to your top performer — rather than parking the lead.
The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
Scroll — 9 steps
Where it starts
Your form, on its own link
Every website lead source gets a quote form at its own link. Put it on an ad, a QR code on a yard sign, or a Get a quote button on a site that can't run a plugin. It asks who they are, how to reach them and what they want built — a pole barn, a shop, a barndominium, a riding arena. We build only for post-frame and barndominium builders, so the form speaks your customer's language. A form that short gets finished, and a finished form is a lead.
A contact form that emails one inbox, where the lead waits until somebody happens to open it.
A form lead runs the same intake as an ad lead or an imported list: duplicate check, then straight into New Lead. What they typed rides on the card — a barndominium, a shop with living quarters, the budget range, whether they own the land, whether they'll need financing, when they want it built. The ad that brought them rides along too. Your rep's first call starts with what the customer already said, and the customer feels heard before he's asked a thing.
Re-asking a customer what he already typed into your form is the first impression your rep makes.
The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
Beat two
It goes to the rep who covers that county
Coverage comes first. A rep who doesn't cover the lead's county, ZIP or state is never in the running, however good he is. Start simply — each office serves the counties you set once — and paint a rep his own patch when he needs one, with a backup tier underneath. Then the whole team sits on one map, every rep in his own colour: of 21 counties, 11 have one primary rep, 3 are shared, 4 have only a backup, and 3 nobody covers — DeKalb, Steuben and Williams, listed by name. Reps stop arguing about whose lead it was, because the map already said.
Leads handed out by whoever is in that morning, and a county nobody covers going quiet without anybody noticing.
Each rep carries a tier, a weight and a cap. Tier is priority: a tier-1 rep pulls four times what a tier-3 does. The cap is the honest one — how many untouched leads a rep can hold before the engine stops feeding him, whatever his numbers say. Of whoever is left, the lead goes to the rep carrying least right now. Nobody drowns, nobody starves, and the rules are on the screen for everyone to see, so it feels fair.
Your best closer sitting on forty untouched leads is not the place for the forty-first.
When everyone's full — every rep at his cap of open leads, three here — the engine doesn't park the lead: it sends it to your top performer, or to a rep you name. A lead with no city, county, state or ZIP, or one no rep can take, goes to the catcher — Gail Hartman, the sales manager, on this screen. Leave it on Automatic and it's the sales manager, then the owner, then an admin, so at a builder who hasn't hired a sales manager yet it's the owner. The reason goes on the card, so the catcher hands it out in a minute instead of wondering why he got it.
An unassigned lead is a lead everybody assumes somebody else has.
Lead distribution — who catches what the router can't place
1
Distribution rules
Auto-distribute new leads
When on, new & imported leads route to reps automatically using the rules below.
When everyone’s full
Send to top performer
Default open-leads cap
3
No location, or no rep can take it
Gail Hartman
Search…
Automatic
Automatic — sales manager, else the owner
Owner
Aaron Stoltzfusaaron@ridgeline.invalid
Sales managers
Gail Hartmangail@ridgeline.invalid
Sales reps
Marcus Feldmarcus@ridgeline.invalid
Sheila Nunezsheila@ridgeline.invalid
Dale Whitmoredale@ridgeline.invalid
A lead with no city, county, state or ZIP — or one no rep can take — goes to this person to hand to a rep, with the reason shown on the card. Leave it on Automatic to use the sales manager, then the owner, then an admin.
Lead distribution → Distribution rules, with 'No location, or no rep can take it' open on the sales manager. Real screen · sample data.
A rep's own line rings that rep. The shop's main number rings the one person you chose to take unassigned calls, and they pass it on from there. Nobody chosen, and the caller hears your greeting and leaves a message that is filed on their record. Answered in the browser, the caller's name is on the screen before you say hello. One phone ringing means one person owns the call — nobody waits for somebody else to grab it.
Ring everyone and either three people grab it at once or nobody does, because each assumed someone else would.
Missed-Call Text Back: the miss becomes a job with a name on it
When a call goes unanswered, the caller is sent a text back in the words you set for that line, and the line's owner gets a task due now. It names the person, not a ten-digit number: Curtis Hoover, missed call, left a voicemail, wants a price on a 30×40 lean-to before the weekend. The voicemail lands in his conversation, and three calls from him in ten minutes is one task, not three. The customer hears from you while he's still deciding who to call next.
A red badge on one man's phone is not a callback. A task with his name on it is.
Wants a price on a 30×40 lean-to before the weekend.
CallDone
Rosalyn Petersheimhigh
Follow up with Rosalyn Petersheim
CallDone
(717) 555-0166missed call
Missed call · no answer
CallDone
The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
Beat seven
Everyone who should know, and nobody who shouldn't
One row per event, one switch per role and channel — in-app, email or text. Sales hears about the new lead, the project manager hears that a stage is done, and the crew lead hears about neither. Messages to customers sit in the same grid behind their own filter, so you can see exactly what leaves your account. People trust an alert that's always about them, and they stop muting their phones.
One volume knob for everybody means either every phone buzzes all day or the one alert that mattered gets missed.
Pick which roles get notified for each event. Project-level assignees (set on each project’s detail page) always receive project notifications regardless of the role toggles here.
Account controls · two switches, applied in order
1 · Account notifications — ONsince 3/14/2026
The master power switch for this company. While it is on, everything below decides what actually goes out. Switch it off and nothing is sent on any channel to anyone — your team or your customers — and every setting is kept exactly as it is.
2 · The 36 events in the table below — ON
36 events · 21 sending email · 36 showing in the bell.
Only want to quiet your own alerts? Everything on this page applies to the whole company. Your personal notifications are under Settings → My Profile → My Notifications, and turning yours off there leaves everyone else’s exactly as they are.
Alerts sent by your build-stage automations are configured separately under Settings → Stage Automations and are not affected by either switch.
You see who calls back in ten minutes, and who takes two days
Speed to Lead sits on the leaderboard beside close rate, time to quote and follow-up, so how fast each rep makes first contact is a number everybody can see. Behind the missed calls there's one more: the time from the first missed call to the first real callback or text, counted once per person however many times they rang. A rep who sees his own speed next to his teammates' speeds up on his own — nobody has to nag him.
Without the number, the rep who calls back in ten minutes and the one who calls back Tuesday look exactly the same.
Every lead — the form filled in at nine at night, the call nobody picked up — lands on the right rep the moment it arrives, and nothing is left sitting with nobody's name on it. Twenty minutes, on one of your real structures — and the link we build is yours to keep whether or not you go any further.
