The Lead-to-Property Pipeline

This tutorial walks through the entire lifecycle of a customer in Scoopify — from the moment they land on your page and request a quote, all the way to their first invoice and recurring service.

The flow looks like this: Lead submits quote → You review → Activate service → Set initial clean date → Start billing → Visits auto-generate.

Every Scoopify business gets a free landing page. Your URL is derived from your business name — whatever you entered during onboarding becomes a hyphenated URL like scoopify.co/business/your-business-name.

You can view and manage your landing page from Settings → Website Settings. From there you can:

• Edit your landing page with the website builder • List your business on the Scoopify directory (so leads can find you by zip code) • View your auto-generated Terms of Service and Privacy Policy (dynamically filled with your business info) • Connect a custom domain (Pro plan) so your URL doesn't include scoopify.co

Your landing page includes your headline, services, contact information, and social links (Facebook, Instagram, Google, Yelp — whatever you've added). Every call-to-action button on the page sends leads into the quote flow.

The quote tool starts by asking for their zip code. Scoopify checks it against your service area — if they're outside your area, they get denied automatically. This filters out unqualified leads before they even start.

Once a lead passes the zip code check, they enter the quote form. Here's what happens step by step:

1. Select a service and frequency — They see your pricing and pick weekly, bi-weekly, etc. The price updates live.

2. Enter their information — Name, phone, address, and property details like yard size, terrain type, number of dogs, and any add-ons they want. The total updates as they make selections. This entire flow also works great on mobile.

3. Save payment information — A Stripe popup appears where they securely save their card. This does not charge them yet — it just saves the card on file for when you activate billing later.

4. Confirmation — They see a summary of their selected service, number of dogs, and price per month, plus a message letting them know you'll reach out about their initial clean date.

When a lead completes their quote, two emails go out automatically:

1. To you — A notification that a new lead has submitted a quote.

2. To the lead — A confirmation email with all the details of their quote and your contact information in case they have questions.

Back in your dashboard, you'll see the new lead appear on your Home page and a notification bell alert. Click into the lead to see everything they submitted:

• Requested frequency (weekly, bi-weekly, etc.) • Number of dogs • Quoted price • Saved card status • Selected add-ons • Yard terrain type • Full contact information • Activity log showing where they are in the pipeline

From here you can email, call, or mark as lost with the action buttons at the top.

When you're ready to convert a lead into a customer, hit Activate Service on their lead detail page. This is where your route setup becomes critical — if no route exists, you won't be able to activate.

You'll set two important things:

1. Initial clean date — This can be a different day than their regular service day. This is useful when you have a backlog of initial cleans — you might want to knock them out on an off day rather than overloading your regular route.

2. Recurring service preview — The system shows you when their regular service will start (e.g., every Wednesday after the initial clean).

You'll also see a billing preview showing their quoted price. Hit Activate Service to confirm.

After activation, the lead is now a property in your system. On the property detail page you'll see:

• Active status • Route assignment and assigned technician • Upcoming visits (starting with the initial clean) • Subscription info (shows as inactive until billing starts) • Activity log showing the full history

Once you've completed the initial clean, head back to the property and hit Start Billing. Here's what Scoopify calculates automatically:

Prorated first invoice — Based on how many days are left in the month, Scoopify prorates the recurring service charge. So if there are 12 days left, they only pay for 12 days of service.

Initial clean fee — You set this to whatever you want ($100, $150, etc.). It gets added to the first invoice only.

Add-on charges — Deodorizer, patio rinsing, whatever they selected gets prorated too.

The first invoice total is the prorated service + initial clean fee + prorated add-ons. Hit Start Billing and the payment processes immediately using their saved card.

Once payment goes through, everything updates instantly:

• Property shows billing active • Next invoice date shows (e.g., March 1st) • The subscription is now live and recurring • Visits auto-generate for the upcoming billing period

From this point forward, the customer gets billed on the 1st of every month at their full quoted rate (no more proration, no more initial clean fee). The system generates visits automatically each billing cycle. It doesn't stop until the customer pauses or cancels.

Every payment is processed through Stripe and tracked in your Payments tab. You can see the customer name, invoice number, amount, and status for each transaction.

Downloading an invoice shows a fully branded PDF with your logo and business info, broken down by line item — weekly scooping, add-ons, and any one-time charges like the initial clean fee.

After the first month, invoices are clean and flat — just the recurring service total every month on the 1st.