Getting Started
Start here: how LeadLock runs a job end to end, finding your way around the CRM, AI-assisted setup, and your first lead.
How LeadLock AI Works
One CRM that runs the whole job: Ava answers and books the call, dispatch assigns a tech, the Tech App closes it out, and invoices and payroll follow. Nexus watches every step.
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Find your way around the CRM
The sidebar has nine sections grouped by task. Press Ctrl+K (Cmd+K on Mac) to jump to any screen by name.
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Set up with AI: Do It For Me, website setup, and Guided Setup
Let LeadLock draft your services, hours, Ava's greeting, and starter automations. You review everything before it goes live.
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Getting Your First Lead
Three fast ways to see a lead appear in your CRM: manual add, hosted form, or webhook.
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Complete Setup Guide (5 Steps)
A practical checklist from workspace to first automated follow-up.
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Understanding AI in LeadLock
Where AI helps—without replacing your judgment on deals.
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What is LeadLock AI?
The short version: LeadLock captures demand, responds faster, and turns calls, texts, forms, jobs, and payments into one workflow.
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Set up your first smart line
A practical first-phone-line checklist for AI receptionist, routing, and test calls.
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Connect storage with the R2 wizard
Use the 1-click Cloudflare R2 storage wizard from Media Library to connect uploads in under a minute.
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Services and Booking settings
Define what you sell in Services, then set when customers can book in Booking.
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