Overview

We’ve released improvements that make bids clearer, proposals more consistent, and lead intake more complete—while giving admins simple ways to enable tracking and customer emails.

🖼️ Bid Photos: Descriptions & Markup

Add descriptions to photos and use markup (circles, arrows, text, free-draw) in the Bid Creator to highlight details for customers.
 

Where you’ll see it: Bid Creator → add photos to form → open Drawing Icon on left → click into the photo you want to edit. 

Select a section name to view photos uploaded to forms.

Here you can delete, edit, add markup, and descriptions to the images. 

To Markup an image: 

• Click the pencil icon next to the photo you wish to work with.
• Click the color square to select a color
• Click one of the tools to mark up the image
  • Freedraw - Draw any shape with the pen
  • Arrow - use the arrow to point
  • Text - Type notes
  • Line - Draw a straight line
  • Rectangle Outline - Place a rectangle/square around something
  • Oval/Circle Outline - Place an oval/circle around something
• Make Edits by choosing one of the following tools
  • Select arrow - Use this to select your markup to resize or move it. Note: If the markup has been saved, you can no longer select and move/delete the previous markings.
  • Trash - Remove a markup element
  • Undo - Remove the last change you made
  • Redo - Re-instate the last change you made
• Click Save

To Delete an image:

• Under the image, you will find the "Delete Image" button to remove the image from the bid. NOTE: Images are not saved anywhere else in the system, so removing them from here would mean you will no longer have access to that image anywhere else. 

📂 Default Media on Every Bid

Set commonly used documents—brochures, warranties, references—to attach to every bid automatically.
Admin setup: Company Profile → Media → mark items as Default.

Upload a file to include in the Media Library.

• Primary Users can find the Company Profile by clicking on the user icon in the upper right corner of the screen and selecting Company Profile. (To find the user icon on a tablet or mobile device, select the 3-line hamburger menu on the top right of your screen.)
• Select Media Library on the left side of the screen.
• Click the Add Media button.
• Click Choose file to select the media from your computer and click upload.
• Click into the new item or one you want to edit to see additional options.
  • Edit the name
  • Add an optional description
  • Choose if you want the file to be available to add to bids. Click the Toggle to on for Include in Bid Media.
  • Choose if you want the file to be automatically added to all bids by default. Click the toggle to on for Bid Default.
• Click Save.

📝 Lead Form Enhancements

Customers can upload photos, request appointment times, and opt in to email, resulting in fewer back-and-forth calls and better-prepared appointments.
Admin setup: Company Profile → Company Settings → Leads → enable photo uploads, appointment time requests, email opt-in. 

The Lead Capture Form allows you to collect prospect information from outside sources and push it directly into Contractor Accelerator. You can either:

• Use the built-in form: Create and customize a form that can be embedded on your website.

• Use the API Key: Generate an API Key that allows you to build your own form or connect through an external integration.

Any data submitted through the  Lead Capture Form or the API will flow directly into the Leads Manager. This ensures all customer and prospect details are captured and organized, streamlining your lead management process.

Primary Users can find the Company Profile by clicking on the user icon in the upper right corner of the screen and selecting Company Profile. (On a tablet or mobile device, select the 3-line hamburger menu on the top right of your screen.)

1. Select Company Settings on the left side of the screen.

2. Select Leads at the top of the screen.

3. Select Edit to enable the Lead Website Form (Copy the API Key and read our available documentation on setting up the Leads API Endpoint).

Form Settings

Within the Form Settings area, you can configure:

• Default Assigned To – The person who will automatically be notified when a new lead is created.

• Google Tag ID – Add your Google Tag Manager ID to track form submissions as part of your marketing analytics. You can locate this ID in your Google Tag Manager account under Admin → Container Settings.

• Additional Lead Notification Recipients – Add any email addresses that should receive notifications when a new lead is submitted.

• Send Welcome Email – Toggle this option on/off to automatically send a welcome email to new leads submitted via the website form. (For leads created manually, you’ll be prompted with a checkbox to indicate if the email should be sent or not)

  **The Lead Email can be customized in the Email section of your Company Profile. Click here to learn more from the Help Center. 

Customizing the Lead Capture Form

On the left-hand side of the editor, you can select which fields appear on your form, set them as required or optional, and adjust the labels.

Basic Fields

• First and Last names are required fields and cannot be removed.

• Email, Phone, and Address are optional, though we recommend making at least one required so you can follow up with prospects.

Marketing and Project Type Details

• Marketing Source and Project Type: You can edit the phrasing of these questions and choose between a dropdown or free-form text box.

  • Free-form responses appear in the Notes section of the Lead.

  • Dropdown options pull from your software settings and populate the appropriate fields in the Leads Manager.

    •  

      • Marketing Sources can be updated in the Marketing section.

      • Project Types can be updated in Company Settings → Project.

Notes

• Add or edit the Customer Notes field label to gather additional details from the prospect. Many customers like to update the label in this section to something more customer-focused, like "Tell us about your project." 

Additional Input Options

• Email Checkbox – Allows prospects to unsubscribe from receiving marketing emails. If you choose to include this in the form, it will default to on. The customer would need to uncheck it to unsubscribe. 

• Upload File – Let homeowners attach photos or documents (e.g., pictures of an issue).

• Appointment Request – Enables homeowners to pick three dates and select a time frame for each (8am–12pm, 12pm–4pm, or 4pm–6pm).

  • This does not place an appointment directly on your schedule. Instead, your team can review the submitted options and schedule the evaluation appointment.

  • Weekends are skipped automatically.

  • You can also update the label and instructions for this section.

After reviewing the preview, click Save.

Publishing Your Form

• Once saved, click the Copy button to copy the website embed code. Your web team can paste this onto the desired page code of your website.

• Alternatively, selecting the "click here to send....."  text on the screen will open your default email client with the code already inserted. All you need to do is add the email address to send it on. 

• If you’ve made changes to the form, you don’t need to copy and replace the code again. Updates will automatically appear on the published form, though you may need to refresh your website or clear cache to see them.

API Key Integration

If you prefer to build your own form or connect through an external integration, use the API Key.

• The key is visible under API Integration in the Leads section.

• Click the documentation link provided here and in the system for full setup instructions.

• Once the key is active, the status will display as Active.

✉️ Customer Emails & Internal Alerts

Two automated customer emails are available: New Lead (auto-reply) and Invoice Paid.
Admin setup: Company Profile → Emails → click into an email to edit the template.

You can also update the additional internal recipients to "new lead has been assigned to you" notification that goes to the user under Company Profile → Company Settings → Leads → edit the additional email recipients.

Learn more in our Help Center Article by clicking here. 

🏷️ Lead Tracking & API Options

Add a Google Tag ID for better marketing attribution on lead submissions. Lead-ingestion API options are available.
Admin setup: Company Profile → Company Settings → Leads Form → add Google Tag ID.
Find API documentation by clicking here, and review the above Lead Form Enhancements section in this article. 

📊 Tables & Exports

More sortable columns are available across key tables (Projects, Properties, Appointments, Customers). Primary users can export from the Appointment table.

Learn more in our Help Center Article by clicking here. 

🔧 Refinements

Small performance and usability updates, including improved product imports (handles multiple categories/special characters and ignores component & volume-discount pricing), optimized email image sizing, and a fine-tuned Date Between filter. Please reach out to support@contractoraccelerator.com with questions.