FWDLink

FWDLink

From page lead to paid job — one flow

Your FWDLink page captures the inquiry. Leads moves it through a pipeline, then your workspace handles the estimate, schedule, field work, invoice, and review request — optional Route Planner when you run multi-stop days.

Start your business CRM freeSee current fees on Plans

Starter includes CRM · Online pay fees on Plans · Same page you already share

See a live service page

Green-and-white CRM pipeline on a tablet — Keap-style white cards on green panels for FWDLink business CRM

The problem

Leads scatter. Jobs stall. Money waits.

Forms land in email. Quotes live in another app. Photos are in chat. Invoices are a weekend chore. Clients forward three different links — and you lose the thread.

The fix

One page. One pipeline. Paid.

Your public FWDLink captures the inquiry. Leads moves it New → Need to contact → Quoted → Won. Then estimate, schedule, work order, invoice, and review stay on the same client file — attach photos, video, files, or a live FWDLink when proof sells the number.

End-to-end flow

Six steps from first tap to final payment

Your FWDLink page captures the inquiry. Leads tracks the pipeline. Your workspace carries the estimate, schedule, field work, invoice, and review — one brand, one forwardable link.

01

Your page captures the lead

Add a Get quote or contact form to your page. Submissions land in Leads with name, message, and form intent — the same fwdlink.com/you you already share everywhere, in texts, and QR codes.

Business owner capturing an inbound lead on a phone showing their FWDLink page form

02

Work the pipeline

On the Leads page, move each message through New → Need to contact → Quoted → Won or Lost. Reply from the same thread and keep won jobs separate from dead ends.

Leads kanban pipeline on a tablet showing New, Need to contact, Quoted, and Won stages

Drag leads across the board on the Leads page. You always know who is new, who needs a call, who got a quote, and who you won or lost — before you open the estimate builder.

03

Save as client → create estimate

From the lead message, save as client and open Create estimate with customer details prefilled. The lead moves to Quoted while you build line items, attach photos, video, or a live FWDLink from that client’s album, and send the link or PDF.

Tablet on a workbench showing an estimate beside tools

04

Schedule the job

Schedule the appointment from CRM Schedule with the customer already selected — name, contact, and job location carry over. Tie the calendar event to the client and the work ahead.

Calendar scheduling view with customer details prefilled for a service appointment

05

Run the work order

Track scope, photos, and status in the field from the work order tied to the job. On multi-stop days, the optional Route Planner add-on helps sequence stops — see Plans for add-ons.

Field technician reviewing a work order checklist on a tablet at a residential jobsite

06

Invoice & get paid

Send the invoice when the work is done and collect payment online. When review requests are enabled in your workspace, a satisfied customer can get an automatic ask after they pay — fees for online payments are on Plans.

Service professional confirming invoice paid on a smartphone after completing a job

Your page

The page is the front door

Your page at fwdlink.com/you is where clients find you — and where every inquiry stays in your workspace. Your public page and CRM live together under one brand, so leads never leave your flow.

fwdlink.com/you

Library · page · estimates · invoices — same brand

Ways to use it

Built for people who close work

  • Contractors

    Walkthrough → quote → paid

    Capture the site visit form on your page, pull jobsite photos, walkthrough video, or a live FWDLink from the library into the estimate, schedule the crew, invoice before you leave the driveway.

  • Beauty & wellness

    Consults that become appointments

    Portfolio on the page, booking block for times, CRM follow-ups when someone ghosts after a quote — same username in every bio.

  • Creators & coaches

    Leads next to the content vault

    Feature albums fans open, capture Stay updated and forms, then convert hot inquiries into paid sessions without a second CRM.

  • Real estate

    Listing interest → showing → close

    Share listing albums from the vault, route inquiries into Leads, schedule showings on the same client record.

  • Home services

    Multi-stop days that stay clear

    Pipeline every inbound, run work orders in the field, optional Route Planner when the day has too many pins.

  • Studios & agencies

    Proof + paperwork in one brand

    Client galleries stay private until you FWD. Estimates and invoices can reuse stills, video, and the same live FWDLink so approval and pay feel connected.

Get paid

Claim your page. Run the CRM that closes it.

Capture leads on your page, attach photos, video, or a live FWDLink to estimates and invoices, and collect payment without another stack of apps.

Free forever plan · Your page goes live now

See current fees on Plans

Frequently asked questions

Is this a full CRM or just lead capture?
Full flow: capture on your page, pipeline on Leads, save clients, estimates, schedule, work orders, invoices, and optional review requests. Starter includes CRM to start.
Where do form submissions go?
Get quote and contact forms on your FWDLink page land in Leads with a pipeline stage. You reply and move the lead from the same place.
How do estimates connect to the lead?
Open a lead, save as client, then Create estimate — customer name, email, phone, and notes prefilled from the message. The lead stage updates to Quoted.
Can I attach video or a FWDLink to an estimate or invoice?
Yes. Pull photos, video, audio, and files from the client’s album, or attach a live FWDLink so they reopen the same gallery as you add more. Video plays on the public invoice or estimate; a FWDLink opens the live album. Stills and PDFs can embed on the PDF — other types link out as View online.
Where do I see payment fees?
CRM online payment fees depend on your plan. See current fees on Plans — we do not bury rates in this page.
What about review requests?
When review requests are enabled in your workspace settings, FWDLink can automatically ask for a review after an invoice is paid — you control whether it is on.
What about Route Planner?
Work orders run in core CRM. Route Planner is an optional business add-on when you want optimized multi-stop field days — see Plans and Add-ons in your workspace.
FWDLink

Run a stronger service business from the page you already share

Start free on Starter. See current fees on Plans when you are ready for online payments, seats, or add-ons.

Start your business CRM freeSee current fees on Plans

Related

More ways to capture demand and close work on FWDLink