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Leads

See every customer inquiry in one list, move it from New to Won, reply from the Inbox, convert it to a job, or block it.

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Leads live at https://mybuildx.com/leads. They’re for General Contractor accounts. Each row is a customer who asked for work: who they are, the trade, the status, where the lead came from, and when it arrived.

Workspace/Leads
Leads
Every inquiry in one place. Respond to start the conversation.
StatusAll()New()Contacted()Qualified()Won()Lost()
CustomerStatusSourceAction
Dana ReyesNewCalculatorRespondMark contactedBlock
Marcus BellContactedReferralRespondMark qualifiedBlock
Priya ShahQualifiedWebsiteRespondConvert to JobBlock

What you can do

  • Filter by Status: All, New, Contacted, Qualified, Won, Lost. Each button shows a count.
  • Filter by Source (Referral, Website, Phone, Marketplace) and by trade.
  • Respond to open the lead’s conversation in the Inbox.
  • Move a lead forward with Mark contacted, Mark qualified, and Convert to Job.
  • Block a lead you don’t want, and Unblock it later.

Where leads come from

  • Customer requests routed to MyBuildX. When BuildX routes a customer request to MyBuildX, it’s matched to up to 5 contractors by trade and location. The lead lands in the best match’s Leads list. Each matched contractor also gets a bid invite and a notification. Matching contractors who haven’t claimed a profile get an email invite to claim the lead.
  • Leads you or the assistant add. You can ask Ask BuildX to add a lead (for example, a phone call you took).

Quote requests sent from a ContractorsNearMe profile, a buildx.pro calculator (Get Free Quotes) or Ask BuildX (Request Quotes) don’t appear in MyBuildX Leads. buildx.pro emails those requests to up to 3 matched contractors at the email on their directory profile, so keep that email current.

Work a lead from New to Won

  1. Open https://mybuildx.com/leads and press New to see fresh leads.
  2. Press Respond. The Inbox opens with a Responding to lead banner. Press Start conversation if there’s no thread yet, then write your reply. See Inbox.
  3. Back on Leads, press Mark contacted.
  4. When the scope, timing and budget fit, press Mark qualified.
  5. When the customer says yes, press Convert to Job. This marks the lead Won and creates a job on Jobs.

The action button changes with the status: a New lead shows Mark contacted, a Contacted lead shows Mark qualified, and a Qualified lead shows Convert to Job.

Block or unblock a lead

  1. On a Contacted or Qualified lead, press Block. The lead moves to Lost.
  2. To undo it, filter by Lost and press Unblock. The lead goes back to its earlier status.

Good to know

  • There’s no separate “Mark lost” button. Block is how a lead becomes Lost.
  • Leads have no notes field or lost-reason field.
  • You can’t create a lead from a form on this page. Ask Ask BuildX to add one.
  • If you’ve installed the app and turned on alerts, new matched leads also send a phone alert. See Home.