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Short how-tos for every part of LeadHunter USA: finding leads, keeping customers, sending quotes and invoices, and getting paid by card.
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What each product does, and how to add or cancel one.
LeadHunter USA CRM
Customers, quotes, invoices and follow-ups. Free.
- Getting started with the CRMSet up LeadHunter USA CRM in a few minutes: business details and logo, your first customer, your first quote, and sending it.
- Adding customersAdd a customer with a name and a phone number, then keep notes, a job stage, visits and tags on their page.
- Making a quoteBuild a quote from your price list, offer up to 3 options, add a discount, and choose what the customer sees.
- Sending a quote or invoiceSend a quote or invoice from your own phone with a QR code, by email, or with a link. See when it is opened and approved.
- Asking for a depositAsk for a deposit when a quote is approved, as a percent or a dollar amount, and see it come off the invoice.
- Adding sales taxSet your tax rate once, choose which items are taxed, and change the rate on one quote or invoice when you need to.
- Default terms and sample wordingWrite your terms once for every quote and invoice. Sample wording has blanks you fill in; the words are yours.
- Turning a quote into an invoiceTurn an approved quote into an invoice in one click, set the due date, or make an invoice without a quote.
- Marking an invoice paidRecord a cash, check, Zelle, Venmo or card-reader payment on an invoice, full or partial, and send the receipt.
- Follow-ups and remindersLeadHunter USA reminds you when a quote isn’t answered or an invoice isn’t paid, with the text ready. You decide if it goes.
LeadHunter USA Payments
Get paid by card. 3.3% + 30¢ per US card, all in.
- Turning on card paymentsSet up card payments with Stripe in about 5 minutes. 3.3% + 30¢ per US card, all in, no monthly fee.
- Getting paid on the spot with a QR codeShow a QR code on your phone. Your customer scans it and pays by card on Stripe’s page. No app needed.
- When the money reaches your bankStripe pays card payments out to your bank automatically. The first payout usually takes 7–14 days; after that, about 2 business days.
- Refunds and disputesRefund a card payment in full or in part from your Stripe Dashboard, and answer a dispute there by Stripe’s deadline.
- Stripe needs more detailsWhat to do when card payments say Stripe needs a few more details, is checking your details, or has paused card payments.
LeadHunter USA Alerts
Leads from Facebook groups and Nextdoor, sent to your phone.
- Installing the desktop appInstall LeadHunter USA Alerts on a Windows or Mac computer, and fix the problems people hit while installing.
- Keeping it runningFour short habits that keep LeadHunter USA Alerts scanning on your computer.
- No leads yet?Three quick checks when LeadHunter USA Alerts is quiet, and how to tell if it is working.
- Fixing a problem with AlertsReconnect Facebook or Nextdoor, sign in again, restart a stuck scanner, and other fixes for LeadHunter USA Alerts.
LeadHunter USA Line, a business number for calls and texts, is coming soon. Its help will be here when it is ready.
Still stuck?
Email us at support@leadhunterusa.com.
Looking for the step-by-step install with pictures? See the install guide. Plain facts about what the app watches and stores are in the documentation.