ArborDash leads inbox showing new web form submissions, email-forwarded leads, and AI-captured calls

Most tree care companies have a leads problem they don't see. Quote requests come in through six different channels — the website contact form, Yelp messages, Angi/HomeAdvisor, the office line, the owner's cell, info@ inboxes — and they sit in inboxes and voicemails until someone gets around to them. By that time, half the customers have already booked with whoever answered first. ArborDash's Lead Capture system collects every lead from every channel into one inbox, routes it automatically, and gives you the visibility to see where your leads come from and which ones convert.

The embeddable web form drops onto your existing website with two lines of HTML — no developer needed. Customers fill it out and the lead lands in your ArborDash dashboard within seconds, ready to assign. You can configure required fields, ask for property address with autocomplete, capture photos, ask qualifying questions ("Do you need a free quote, or do you need someone out today?"), and triage urgent leads automatically.

Email forwarding closes the gap on every other channel. Forward your info@ inbox, your Yelp / Angi notification emails, or any other source to a unique ArborDash address and we'll parse out the contact info, service request, and address into a structured lead automatically. No more leads marinating in someone's personal email until they remember.

For tree care companies that already have a list of past customers in a spreadsheet or an old system, the CSV importer takes a one-time bulk upload of contacts and creates leads in your dashboard ready to be worked or contacted. And for developers building custom integrations, the public capture API lets you wire any source into ArborDash — chatbots, third-party scheduling tools, partner referrals, you name it.

Once a lead is in, it goes through your routing rules. Assign by service area, by service type, by lead source, or round-robin across reps. Each lead gets a contact log that auto-records every touchpoint — calls, texts, emails, estimates sent, follow-ups — so you can see the full timeline of how a lead became a customer (or didn't, and why). Reporting tells you which channels are profitable and which ones are wasting your time.

Lead capture channels

  • Embeddable web form — drop on your existing site with two lines of HTML
  • Public capture API — wire any source into ArborDash
  • Email forwarding — auto-parse Yelp, Angi, info@ inboxes
  • CSV import — bulk upload past customers and lead lists
  • AI Phone Assistant captures every after-hours phone lead automatically
  • Auto-routing rules by service area, type, source, or round-robin
  • Lead source attribution across every channel
  • Contact log that auto-records every call, text, and email
  • Conversion reporting by source so you know what's working

How It Works

  1. Drop the embeddable form on your website, set up email forwarding from your other lead sources, and connect the AI Phone Assistant.
  2. New leads flow into a single inbox in your dashboard with source tagging.
  3. Routing rules assign each lead to the right rep automatically based on service area or type.
  4. Reps work the lead from the dashboard — call, text, email, estimate — and every touchpoint is auto-logged.
  5. Reporting shows conversion by source so you know which channels deserve more spend and which to drop.

Every lead. One inbox. No more leaks.

Pull every quote request, every channel, every storm-day call into one place — and route it automatically. Try ArborDash free for 14 days.

Lead Capture FAQ

Will the embeddable form work on my existing website?
Yes — the form is two lines of HTML you paste into any page. WordPress, Squarespace, Wix, custom HTML, anything. The form inherits your site's fonts and colors automatically, or you can style it to match. Submissions land in your ArborDash dashboard within seconds.
How does email forwarding work for Yelp / Angi / HomeAdvisor leads?
Each ArborDash account gets a unique forwarding email address. Set up auto-forwarding from your Yelp, Angi, HomeAdvisor (or any other) notification inbox to that address, and we'll parse the contact info, service request, and property address out of the body of the email automatically. Standard parsers exist for the major platforms; new sources can be added quickly.
Can I import an old customer list?
Yes. Upload a CSV with name, phone, email, address, and any other fields you have, and we'll bulk-create the leads (or full customer records) in your dashboard. We support common spreadsheet exports from Jobber, ServiceTitan, Arborgold, and most other systems.
Does this replace my CRM?
Lead Capture is the CRM — leads convert to customers in the same system, with the same contact log and history. There's no separate "leads tool" you have to migrate from later. As soon as you book a job, the lead becomes a customer record and the history follows.
How do I know where leads are coming from?
Every lead is tagged with its source channel automatically. The reporting dashboard breaks down lead volume, conversion rate, and revenue by source so you can see whether your Yelp ads, Google Ads, or that flyer drop are actually paying for themselves.