Leadhand

Leadhand help

Get the job done without hunting through menus.

Start with the product overview, then use the short written workflows for the field tasks you will use most.

Product walkthrough

Leadhand from first call to paid

A quick look at booking a customer, keeping the crew informed, building a quote and moving the job through to invoicing.

Quick walkthrough

Create your Leadhand account

Start your account and confirm your email before setting up the business.

  1. 1Enter your name, work email and a unique password on the signup form.
  2. 2If asked to confirm your email, check your inbox and spam folder. Use Resend confirmation email on the confirmation screen if needed.
  3. 3Follow the confirmation link to business setup. If you are blocked, tell support the message shown; never send your password or confirmation link.

Quick walkthrough

Set up your business

Add the business details your customers will see.

  1. 1Enter your business name, with a trading name and business phone if needed.
  2. 2Check the business timezone and choose how you heard about Leadhand, then submit the setup form.
  3. 3You can refine these details in Settings later. If setup fails, contact support with the message shown before creating another account.

Quick walkthrough

Work through a job on site

Keep progress, time and notes on the assigned job.

  1. 1Open the job from your schedule and check the site and work details.
  2. 2Use Start travel and Start on-site as you move through the job.
  3. 3Add notes, checklist updates and photos to the job. Ask your office team if something needs to change outside your access.

Quick walkthrough

Create your first job

Keep the customer, site and work together from the start.

  1. 1Open Jobs and choose New booking.
  2. 2Choose a customer or enter their details, then add the site and describe the work.
  3. 3Choose an available arrival window and check the details before creating the booking.

Quick walkthrough

Make a quote for a job

Turn the work you have captured into a quote the customer can review.

  1. 1Open the job and choose New quote from its Quotes section.
  2. 2Add pricebook items or custom lines and check the quantities, tax and total.
  3. 3Review the customer details before sending. Creating a draft does not send it.

Quick walkthrough

Invoice completed work

Finish the job records and review the invoice before sending it.

  1. 1Open the completed job and check its notes and completion details.
  2. 2Open the invoice and check the customer, work and total.
  3. 3Review the delivery status after sending. If the result is unclear, check it before sending again.

Quick walkthrough

Get help with an import

Check the source, columns and preview before importing records.

  1. 1Choose the source and follow the export or connection instructions shown for it.
  2. 2Check column mapping and the preview. Correct the rows or fields identified by validation.
  3. 3If an attempt is blocked, use the guided recovery on the import screen. Repeated failures can be raised with Leadhand from that screen.

Quick walkthrough

Set up your AI receptionist

Make sure it knows your services and how you want calls handled.

  1. 1Open Settings, then AI receptionist when available on your account.
  2. 2Check services, working hours and whether calls should create bookings or callback requests.
  3. 3Check forwarding and the human-transfer destination, if configured, then make a controlled test call before relying on it.

Quick walkthrough

I cannot sign in

Help remains available even when you cannot access your account.

  1. 1Check you are using the email address for your Leadhand account.
  2. 2Use the password-reset option on the sign-in page if needed.
  3. 3If you are still blocked, contact support with your account email and the message shown. Never include your password or a sign-in code.

Quick walkthrough

Plans and what is included

Compare the current plans and any optional extras.

  1. 1Use the pricing page for current plan inclusions and prices.
  2. 2Check any limits or optional add-ons against the work your team needs to do.
  3. 3Ask Leadhand if a particular workflow or migration requirement is unclear before choosing.

Quick walkthrough

Move from another system

Work out what can move across and what needs checking first.

  1. 1Read the migration guide for supported sources and record types.
  2. 2Keep your original exports and check a sample before importing a larger set.
  3. 3Ask us about records or attachments outside the documented scope. Do not assume every part of your old system will transfer.

Still stuck? Message a person.

You can send a request at any time. Human replies are handled Monday to Friday during Australian business hours; this is not a live chat.

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