Frequently Asked Questions

Local Lead HQ is a comprehensive lead management platform designed specifically for local service professionals like plumbers, electricians, cleaners, pool maintenance specialists, and landscapers. It helps you organize incoming leads, track them through your sales pipeline, automate follow-ups, and manage your schedule—all in one place.

Simply click the "Start Your Free Trial" button on our homepage. Enter your email, create a password, and select your trade type. You'll have instant access to all features for 14 days—no credit card required.

No. Our free 14-day trial requires no credit card. You can explore all features completely risk-free. If you decide to continue after the trial, we'll ask for payment information at that time.

Most users are up and running in under 5 minutes. You'll create your account, add your first lead source, and start adding leads. We provide guided onboarding and video tutorials to help you get started quickly.

Connecting your lead sources is simple—we support three main methods:

1. Direct Integrations (Google Business Profile, Facebook, Yelp)

Our direct integrations make connecting your lead sources as easy as signing in. Simply click "Connect Google Business" (or Facebook/Yelp) in your dashboard. You'll be redirected to the platform to sign in and grant permission—just like using "Sign in with Google" on other websites. Once authorized, leads flow in automatically with zero manual work. No technical knowledge needed. The same simple process applies to Facebook Lead Ads, Yelp, and other platforms we support. Just click, authorize, and you're done.

2. Email Forwarding (for email leads)

Every user gets a unique intake email address. Set up a simple forwarding rule in your existing email (Gmail, Outlook, etc.), and every forwarded email automatically becomes a lead card in your pipeline. Setup takes about 2 minutes, and we provide step-by-step instructions right in your dashboard. No more managing leads scattered across emails—everything flows into your Command Center.

3. Phone/SMS Tracking (for calls and texts)

We provide you with a dedicated tracking phone number. Forward your business line to it, or use it as your primary number. Missed calls and text messages automatically create lead cards in your system. Never miss a phone lead again—every call and text is logged and ready for follow-up.

Need help getting started? Our step-by-step setup wizard walks you through the entire process in under 10 minutes. And if you get stuck, our support team is happy to help.

The Kanban pipeline is a visual board that shows all your leads organized by stage: New, Contacted, Quoted, Negotiating, Won, and Lost. You can drag and drop leads between stages, add notes, and see your entire sales process at a glance. This helps you identify bottlenecks and keep deals moving forward.

You can set up automated follow-up sequences that send text messages, emails, or push notifications at specific times or intervals. For example, send a text 2 hours after a lead comes in, then an email 24 hours later if they haven't responded. This ensures no lead falls through the cracks.

The Job Calendar lets you schedule appointments, jobs, and team tasks. It syncs across all devices, sends automatic reminders to you and your customers, and integrates with Google Calendar and Outlook. You can also set recurring jobs for maintenance contracts.

Smart Notifications alert you to important events: new leads, follow-up reminders, upcoming appointments, and team activity. You can customize which notifications you receive and how (SMS, email, push). This keeps you focused on what matters most.

Basic ($99/month): Perfect for solo operators. Includes lead management, Kanban pipeline, basic automations, and up to 500 leads/month. Pro ($249/month): For growing teams. Includes everything in Basic plus unlimited leads, advanced automations, team collaboration, API access, and priority support.

Yes. You can upgrade or downgrade your plan at any time. Changes take effect on your next billing date, and we'll prorate any charges or credits based on your usage.

Yes. Pay annually and save 20% on any plan. That's $79.20/month for Basic (instead of $99) and $199.20/month for Pro (instead of $249).

We accept all major credit cards including Visa, Mastercard, and American Express.

When your 14-day free trial ends, your account will be paused. Your data is saved for 30 days. If you decide to subscribe, you can reactivate your account and pick up where you left off. No data is lost.

Yes. All data is encrypted in transit (SSL/TLS) and at rest (AES-256). We use industry-standard security practices, regular backups, and comply with GDPR and CCPA regulations. Your data is hosted on secure, redundant servers with 99.9% uptime.

Yes. You can export all your leads, contacts, and job history as CSV or Excel files at any time. This ensures you always have a backup of your data and can switch tools if needed.

No. We never sell your data. We only share information with trusted service providers (like payment processors) who are bound by strict confidentiality agreements. You have full control over your data at all times.