You hang it, everybody wins. We only eat if you do. After Five’s first-touch log is the source of truth — not the shop’s word.
First-touch log · 60-day window
Friday recap lives here.
We only claim a job if we logged the first touch and the install landed inside 60 days. Already in their book before we touched it? Not ours. Completed with no lead? Not ours.
Friday recap
Matched = ours. Unmatched leads = we caught them, no install (no-show or hung off-board). Not-ours = completed jobs with no first-touch in the log.
0
Matched (ours)
0
Unmatched leads
0
Not ours
Add first touch
If they were already in the shop CRM, check the box and write the note. That lead is never claimed.
Leads
Status is ours to move. already_in_book stays off the claim list.
When
Name
Phone
Source
Status
No first-touch records yet.
Paste completes
Housecall / Jobber export only — no live API. CSV or JSON: jobId, phone, name, completedAt, amount, rental. Match is last-10 digits + 60 days after first touch.
Add shop
Placeholders for tracking number and booking link. Telephony is off.
