Voice-to-Lead: Add Leads Without Typing

What Is Voice-to-Lead?

Voice-to-Lead lets you add a new customer enquiry just by speaking. No typing, no forms — just tap the microphone and talk naturally. It's designed for tradesmen who are on site, in the van, or just don't fancy typing out customer details on a small screen.

How to Use It

1. Tap the green + button in the bottom-right corner
2. Select Lead
3. Tap the 🎙️ Voice Note button
4. Speak naturally — include the customer's name, what they need, their location, and phone number
5. A.X.E.L processes your voice and creates a pre-filled lead form
6. Review the details, tweak anything that needs it, and tap Save

Example

Just say something like:

"New customer Lisa in Middleton, her fence blew down in the storm, needs six panels replacing. Her number is 07777 999 888."

A.X.E.L will extract:

• Name: Lisa
• Location: Middleton
• Service: Fence panel replacement (6 panels)
• Phone: 07777 999 888

Tips for Best Results

• Speak clearly — you don't need to speak slowly, just naturally. The system handles regional UK accents well
• Include the key details — name, what they need, and a phone number at minimum
• Say the phone number in chunks — "oh seven seven seven, nine nine nine, eight eight eight" works better than rushing through it
• Add context if you have it — "she's on Elm Street" or "found us on Checkatrade" helps you remember later
• You can mention urgency — "she needs it done this week" will be captured in the notes

Where to Find It

The voice input is available anywhere you create a lead. The quickest route is the green + button → Lead → 🎙️ Voice Note. You'll see the microphone icon on the lead creation screen.

When to Use It

Voice-to-Lead is perfect for:

• When you're on site and someone calls about a new job
• When you're driving and want to capture a lead before you forget (pull over first!)
• When your hands are dirty or you're wearing gloves
• Any time typing feels like a chore