ATLAS
Lead Scoring & Hitlist

AI-powered lead prioritization for contractors. Score every lead 0–100, surface the hottest opportunities, and close more jobs with smart insights.

1 Dashboard
2 Detail
3 Rules
4 Pipeline
5 AI Recs
6 Sources
7 Speed
8 Activity
1 Hitlist + Detail
2 Rules + Pipeline
3 AI + Sources
4 Speed + Activity
1 CRM Dashboard
2 Analytics Dashboard
3 Configuration
Step 1 — Command Center
Hitlist Dashboard
9:41
Hitlist
47
Total Leads
12
Hot (80+)
19
Warm (50–79)
23%
Win Rate
All Hot Warm Cold
92
Sarah Mitchell
Kitchen Remodel · $18,500
8 min ago · 3Bids
87
James Kowalski
Bathroom Reno · $12,200
23 min ago · Referral
68
Maria Santos
Deck Build · $8,400
1h ago · Website
54
Tom Henderson
Roof Repair · $3,200
3h ago · 3Bids
31
Angela Price
Gutter Clean · $450
2 days ago · D2D
Speed wins
Contractors who respond within 5 minutes win 3.2x more jobs.

HitlistDashboard — score-sorted cards, filter chips, stat tiles

useQuery(api.leads.scoring.getHitlist), useQuery(api.leads.scoring.getStats)

Lead Detail
9:41
Lead Detail
87
Lead Score
Hot Lead Referral
James Kowalski
Cuyahoga Falls, OH · 2.3 mi away
(330) 555-0142 james.k@email.com
Job Details
Bathroom Renovation
Full gut renovation — new tile, vanity, walk-in shower
Est. Value
$12,200
Timeline
3–4 wks
Score Breakdown
Job Value
22
Engagement
20
Urgency
18
Proximity
15
Resp. Time
12
Contact History
Referred by Mike Davis
Today, 9:18 AM
Viewed your profile 3x
Today, 8:45 AM
Sent initial message
Yesterday, 4:12 PM

LeadDetailScreen — score gauge, breakdown bars, timeline, CTA

useQuery(api.leads.scoring.getById), useMutation(api.leads.scoring.convertToBid)

Step 2 — Configuration & Pipeline
Lead Scoring Rules
9:41
Scoring Rules
Sample Lead Would Score
78
Based on current weights
Scoring Weights
Job Value
25
Response Speed
20
Engagement
20
Proximity
15
Repeat Customer
10
Season Demand
10
Bonus Multipliers
VIP Customer
+15 pts
Peak Season
1.2x
Referral Source
+10 pts
How scoring works
Weights are distributed across 100 points. Adjust sliders to prioritize what matters most to your business.

ScoringRulesScreen — weight sliders, live preview, bonus multipliers

useQuery(api.leads.scoring.getRules), useMutation(api.leads.scoring.updateRules)

Pipeline Kanban
9:41
Pipeline
$84.2K
Pipeline Value
23%
Win Rate
6.2d
Avg. Cycle
New
3 leads · $24.1K
Sarah Mitchell
Kitchen Remodel
$18,500
Tom Henderson
Roof Repair
$3,200
Angela Price
Stale
Gutter Clean
$450
Stale — 5 days
Contacted
2 leads · $15.8K
James Kowalski
Bathroom Reno
$12,200
Lisa Chen
Flooring
$3,600
Qualified
2 leads · $21.7K
David Park
Basement Finish
$16,500
Amy Rogers
Painting
$5,200
Proposal
1 lead · $22.6K
Robert Kim
HVAC Install
$22,600
Won this month
4 jobs · $31,400
Lost
2 · $8.2K

PipelineKanban — drag-and-drop columns, stale indicators, totals

useQuery(api.leads.pipeline.list), useMutation(api.leads.pipeline.moveStage)

Step 3 — AI Intelligence
Smart Recommendations
9:41
Best Leads Now
AI-Ranked for You
Updated 2 min ago · based on your win history
Top Pick
92
Sarah Mitchell
Kitchen Remodel · $18,500
High-value kitchen remodel, homeowner viewed your profile 3x, 2.3 miles away. You have won 4 of 5 similar jobs.
High Value Profile Views Nearby
Recommended
87
James Kowalski
Bathroom Reno · $12,200
Referred by existing customer, actively messaging. Competitor bid already submitted — respond before 11:00 AM to stay competitive.
Referral Competitor Active
Best time to call
Sarah Mitchell's engagement peaks at 10:00–11:00 AM. She opened your last message at 10:14 AM yesterday.
Follow Up
68
Maria Santos
Deck Build · $8,400
No response yet after initial contact. Deck projects peak in spring — seasonal demand multiplier active.

SmartRecommendations — AI-ranked cards, reasoning, call time hints

useQuery(api.leads.ai.getRecommendations), competitor alerts via Gemini

Lead Sources Analytics
9:41
Lead Sources
7D 30D 90D YTD
Leads by Source
3Bids
28
Referrals
15
Website
9
D2D
6
Repeat
4
Conversion by Source
Repeat Customers
42%
Referrals
31%
3Bids Marketplace
19%
Website
14%
Door-to-Door
8%
Cost per Lead
$0
Referrals
$12
3Bids
$34
Website Ads
$48
D2D Labor
Top ROI insight
Referral leads convert at 31% with zero cost. Ask happy customers for referrals after every completed job.

LeadSourcesAnalytics — source bars, conversion rates, cost-per-lead grid

useQuery(api.leads.analytics.bySource), useQuery(api.leads.analytics.costPerLead)

Step 4 — Performance & Activity
Speed-to-Lead
9:41
Speed to Lead
4.2
min avg
First Response Time
Industry avg: 12.8 min
3.1x Faster
Speed Wins
67%
Win rate < 5 min
23%
Win rate 5–15 min
8%
Win rate 15–60 min
3%
Win rate > 1 hour
Response Distribution
< 1 min
6
1–5 min
16
5–15 min
9
15–60 min
4
> 1 hour
2
Notification Alerts
New Lead Push
Hot Lead SMS
Stale Lead Reminder
Auto-Response Templates
Quick Intro
"Hi {name}, thanks for reaching out about your {job_type}..."
Schedule Visit
"I'd love to take a look. Are you available..."

SpeedToLeadScreen — response gauge, win-rate grid, alerts, templates

useQuery(api.leads.speed.getMetrics), useMutation(api.leads.speed.updateAlerts)

Lead Activity Feed
9:41
Activity Feed
All New Leads Messages Bids Views
Today
New hot lead — Sarah Mitchell posted a kitchen remodel job ($18,500)
8 min ago
James Kowalski viewed your profile for the 3rd time
45 min ago
Bid submitted for David Park's basement finish — $15,800
1h ago
Message sent to Maria Santos re: deck build timeline
2h ago
Appointment booked — Amy Rogers, painting estimate at 2:00 PM tomorrow
3h ago
Yesterday
Inbound call from Tom Henderson (3:42) — roof repair inquiry
Yesterday, 4:30 PM
New lead — James Kowalski, bathroom reno via referral
Yesterday, 2:15 PM
Job won! Robert Kim accepted your HVAC install bid — $22,600
Yesterday, 11:00 AM
Referral received — Mike Davis referred James Kowalski to you
Yesterday, 10:30 AM
5-star review from Lisa Chen for flooring project
Yesterday, 9:00 AM

LeadActivityFeed — chronological feed, type filters, day grouping

useQuery(api.leads.activity.list), filterable by type, dateRange

Data Architecture
Schema Tables
leads — core lead record
posterId, posterName, jobType, estimatedValue, source (marketplace/referral/website/d2d/repeat), score (0–100), temperature (hot/warm/cold), pipelineStage, assignedTo, createdAt

leadScores — breakdown
leadId, jobValuePts, engagementPts, urgencyPts, proximityPts, responseTimePts, bonusPts, totalScore, scoredAt

leadScoringRules — config
contractorId, jobValueWeight, responseSpeedWeight, engagementWeight, proximityWeight, repeatCustomerWeight, seasonWeight, bonusMultipliers

leadActivity — event log
leadId, type (new_lead/profile_view/message/bid/appointment/call/referral/won/lost), metadata, timestamp
Hooks & Queries
leads.scoring.getHitlist — sorted by score
leads.scoring.getStats — hot/warm/cold counts
leads.scoring.getById — detail + breakdown
leads.scoring.getRules — weights config
leads.scoring.updateRules — save weights
leads.scoring.convertToBid — create bid

leads.pipeline.list — kanban stages
leads.pipeline.moveStage — drag-drop
leads.ai.getRecommendations — Gemini
leads.analytics.bySource — source stats
leads.analytics.costPerLead — ROI
leads.speed.getMetrics — response time
leads.activity.list — feed events
Score Calculation Engine
jobValue (0–25 pts) · engagement (0–20 pts: profile views, messages, clicks) · urgency (0–20 pts: timeline, keywords) · proximity (0–15 pts: distance from service area center) · responseTime (0–10 pts: faster = higher) · bonus (VIP +15, referral +10, peak season 1.2x)
Temperature Thresholds
Hot (80–100) — high conversion probability, contact immediately · Warm (50–79) — moderate interest, follow up within 24h · Cold (0–49) — low priority, nurture or dismiss
Tablet — Master-Detail Views (4 Screens)
Hitlist + Lead Detail
9:41
Lead Hitlist
47
Total
12
Hot
All Hot Warm Cold
92
Sarah Mitchell
Kitchen Remodel · $18,500
87
James Kowalski
Bathroom Reno · $12,200
68
Maria Santos
Deck Build · $8,400
54
Tom Henderson
Roof Repair · $3,200
31
Angela Price
Gutter Clean · $450
92
Score
Sarah Mitchell
Akron, OH · 1.8 mi away
Hot Lead 3Bids
Kitchen Remodel
Full kitchen renovation — cabinets, countertops, appliances, flooring
Est. Value
$18,500
Timeline
4–6 wks
Posted
8 min ago
Score Breakdown
Job Value
23
Engagement
21
Urgency
20
Proximity
16
Resp. Time
12
Contact History
Posted on 3Bids
Today, 9:33 AM
Viewed your profile 3x
Today, 9:20 AM
Searched "kitchen remodel"
Today, 9:15 AM
Scoring Rules + Pipeline
9:41
Rules & Pipeline
Sample Score
78
Based on current weights
Scoring Weights
Job Value
25
Response
20
Engagement
20
Proximity
15
Repeat
10
Season
10
Bonus Multipliers
VIP
+15 pts
Peak Season
1.2x
Referral
+10 pts
$84.2K
Pipeline
23%
Win Rate
6.2d
Avg Cycle
New
3 · $24.1K
Sarah Mitchell
Kitchen Remodel
$18,500
Tom Henderson
Roof Repair
$3,200
Angela Price
Gutter Clean
$450
Stale 5d
Contacted
2 · $15.8K
James Kowalski
Bathroom Reno
$12,200
Lisa Chen
Flooring
$3,600
Qualified
2 · $21.7K
David Park
Basement
$16,500
Amy Rogers
Painting
$5,200
Proposal
1 · $22.6K
Robert Kim
HVAC Install
$22,600
Won: 4 jobs · $31,400
Lost: 2 · $8.2K
AI Recommendations + Sources
9:41
Intelligence
AI-Ranked for You
Updated 2 min ago
Top Pick
92
Sarah Mitchell
$18,500
High-value kitchen remodel, viewed profile 3x, 2.3 mi. Won 4/5 similar.
High ValueViewsNearby
Recommended
87
James Kowalski
$12,200
Referred by existing customer, competitor bid submitted. Respond before 11 AM.
ReferralCompetitor
Follow Up
68
Maria Santos
$8,400
No response after initial contact. Seasonal demand multiplier active.
7D30D90DYTD
Leads by Source
3Bids
28
Referrals
15
Website
9
D2D
6
Repeat
4
Conversion by Source
Repeat
42%
Referrals
31%
3Bids
19%
Website
14%
D2D
8%
Cost per Lead
$0
Referrals
$12
3Bids
$34
Web Ads
$48
D2D
Speed-to-Lead + Activity
9:41
Performance
4.2
min
First Response
Avg: 12.8 min
3.1x Faster
Speed Wins
67%
< 5 min
23%
5–15 min
8%
15–60 min
3%
> 1 hour
Response Distribution
< 1 min
6
1–5 min
16
5–15
9
15–60
4
Alerts
New Lead Push
Hot Lead SMS
AllNew LeadsMessagesBids
Today
New hot lead — Sarah Mitchell, kitchen remodel ($18,500)
8 min ago
James Kowalski viewed your profile 3rd time
45 min ago
Bid submitted for David Park's basement — $15,800
1h ago
Message sent to Maria Santos re: deck timeline
2h ago
Appointment booked — Amy Rogers, 2:00 PM tomorrow
3h ago
Yesterday
Inbound call from Tom Henderson — roof inquiry
Yesterday, 4:30 PM
Job won! Robert Kim, HVAC install — $22,600
Yesterday, 11:00 AM
Referral received — Mike Davis referred James Kowalski
Yesterday, 10:30 AM
5-star review from Lisa Chen, flooring project
Yesterday, 9:00 AM
Web — CRM Dashboard Views (3 Screens)
Lead CRM — Dashboard
https://app.3bids.io/contractor/leads
3Bids
Main
Hitlist ⌘1
Pipeline ⌘2
Rules ⌘3
Sources ⌘4
Speed ⌘5
Activity ⌘6
MK
Mike Kowalski
Contractor
Settings ⌘,
Lead Hitlist
All (47) Hot (12) Warm (19) Cold (16)
Search leads...
47
Total Leads
12
Hot (80+)
23%
Win Rate
$84.2K
Pipeline Value
Score
Lead
Job Type
Value
Source
Actions
92
Sarah Mitchell
8 min ago
Kitchen Remodel
$18,500
3Bids
87
James Kowalski
23 min ago
Bathroom Reno
$12,200
Referral
68
Maria Santos
1h ago
Deck Build
$8,400
Website
54
Tom Henderson
3h ago
Roof Repair
$3,200
3Bids
31
Angela Price
2 days ago
Gutter Clean
$450
D2D
Lead CRM — Analytics
https://app.3bids.io/contractor/leads/analytics
3Bids
Main
Hitlist ⌘1
Pipeline ⌘2
Rules ⌘3
Sources ⌘4
Speed ⌘5
Activity ⌘6
MK
Mike Kowalski
Contractor
Settings ⌘,
Analytics Dashboard
7D30D90DYTD
Leads by Source
3Bids
28
Referrals
15
Website
9
D2D
6
Repeat
4
Speed-to-Lead
4.2
min
First Response
Industry avg: 12.8 min
3.1x Faster
< 1 min
6
1–5 min
16
5–15
9
> 15
6
Conversion by Source
Repeat
42%
Referrals
31%
3Bids
19%
Website
14%
D2D
8%
Cost per Lead
$0
Referrals
$12
3Bids
$34
Web Ads
$48
D2D
Win Rate by Speed
67%
< 5 min
23%
5–15 min
8%
15–60 min
3%
> 1 hour
Lead CRM — Configuration
https://app.3bids.io/contractor/leads/config
3Bids
Main
Hitlist ⌘1
Pipeline ⌘2
Rules ⌘3
Sources ⌘4
Speed ⌘5
Activity ⌘6
MK
Mike Kowalski
Contractor
Settings ⌘,
Scoring Configuration
Sample Score
78
Current weights
Scoring Weights
Job Value
25
Response
20
Engagement
20
Proximity
15
Repeat
10
Season
10
Bonus Multipliers
VIP Customer
+15 pts
Peak Season
1.2x
Referral Source
+10 pts
Temperature Thresholds
80
Hot 80–100 pts
50
Warm 50–79 pts
0
Cold 0–49 pts
Notification Alerts
New Lead Push
Hot Lead SMS
Stale Reminder
Auto-Response Templates
Quick Intro
"Hi {name}, thanks for reaching out..."
Schedule Visit
"I'd love to take a look..."
How scoring works
Weights total 100 points. Adjust sliders to prioritize what matters to your business. Bonus multipliers stack on top of base scores.