LeadSource

This article explains the full journey of a lead from the moment a homeowner submits a form to the moment it lands in your hands.

How leads are delivered

Getting the lead is the easy part. Closing it is where the money is made. This article covers the playbook our highest-performing contractors use.

Working a lead

If a lead you receive has bad data, you can dispute it for a credit. This article covers what qualifies, how to submit a dispute, and what happens after.

Disputing a lead

Once a campaign is live, you can change almost everything about it without taking it down. This article covers what you can edit, how to pause campaigns, and the common…

Managing your campaigns

Every lead in your dashboard has a status. This article explains what each one means.

Lead statuses explained

Your stats page is where you track what leads are coming in and how they're performing. This article walks through what each number means and how to filter the view…

Understanding Your Stats Page

General

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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