Lead tracking from the first click to the signed proposal.
In Olie by DRT Technologies, a lead arrives with its source and then moves through estimate, proposal and e-signature on the same record. Nothing is retyped, and every signed job shows where it started.
One record, from lead to signature.
If DRT builds your website, its forms send each lead to Olie with its source.
A lead arrives with its source
Website forms DRT builds send the lead to Olie with where it came from: the form, the service line, and campaign tags when the visitor allows tracking.
It becomes a customer and a job
The same record carries the contact, the property and the request.
Estimate
Priced from your price book or a trade builder, with the math checked.
Proposal
Sent from the record. You can see when it's viewed.
E-signature
The customer signs online. The signed version keeps its receipt, and the lead source is still on the job.
Frequently asked questions.
What is lead tracking to a signed proposal?
It means a lead keeps its source, like the website form, listing or campaign it came from, and the estimate, proposal and e-signature happen on that same record. You can open any signed job and see where it started.
Where do Olie's leads come from?
Forms on websites DRT builds send leads into Olie with their source attached, and your team logs calls, referrals and walk-ins on the same record.
Can I see where a signed job came from?
Yes. Each lead carries its source through estimate, proposal and e-signature, so every signed job shows where it started.
How much does Olie cost?
Olie Starter is $299 a month plus $1,500 onboarding for up to 5 users. Olie Pro is $549 a month plus $2,500 for up to 15 users. Olie Enterprise is $949 a month plus $4,500 with unlimited users. See what each plan includes.
Other trades, plans and comparisons.
Landscaping · Hardscape · Pool service · Irrigation · Lawn care · Ponds and water features
Lead to signed proposal · Olie pricing · Olie compared with Jobber, LMN, SingleOps and Aspire