Stop letting leads leak out of your CRM
LeakFinder connects to your Workiz account and sorts every contact into follow-up buckets based on urgency. Old estimates, overdue service calls, leads going cold - it pulls them all into one view so you know exactly who to call next.
No spreadsheets. No scrolling through Workiz tabs. Just a clean list of who needs attention and why.
Your CRM has the data. You just can't find it fast enough.
You have estimates sitting in Workiz that nobody followed up on. Clients who paid you six months ago and are due for another service call. Leads that came in hot and went cold because your crew was slammed that week.
That revenue is sitting in your CRM right now. The problem is finding it means clicking through dozens of records, cross-referencing dates, and remembering who you already called.
LeakFinder does that in seconds. It pulls your Workiz data, runs it through a rule-based classification engine, and drops every contact into the right follow-up bucket. You open the app, see who needs attention today, and start calling.
Six tabs. Every contact sorted by urgency.
LeakFinder classifies your contacts automatically based on estimate age, last visit date, and service cycle. No guesswork.
Follow Up Now
Stale estimates sitting 22-44 days, leads going cold (8-45 days since last visit), and service appointments overdue or due within a week.
Follow Up This Week
Unsigned estimates (8-21 days old), recent visits in the past week, and service due within 30 days.
Follow Up This Month
Fresh estimates under 7 days, upcoming visits, and service due within 31-90 days.
Ask for Review
Jobs completed and paid within the last 30 days. The window where happy customers actually leave reviews.
Old Leads
Leads 45+ days since last contact. Long shots, but some of these close when the timing is finally right.
Old Estimates
Estimates sitting 45+ days. Hail mary follow-ups that occasionally turn into booked jobs.
Three steps. Under five minutes.
Connect Workiz
Enter your Workiz API token and secret. LeakFinder pulls your leads, jobs, and client records automatically.
Set your business type
Tell us your trade and how often your customers need repeat service. LeakFinder adjusts its follow-up rules to match your business.
Start following up
Your contacts are sorted into urgency tabs. Open the app, see who to call, and export lists as CSV for your team.
See where your money comes from
LeakFinder doesn't just organize contacts. It shows you total revenue, open bids, and outstanding payments at a glance.
The revenue by source breakdown tells you which marketing channels are actually generating paying jobs - not just leads, but closed revenue. Google Ads, referrals, Thumbtack, Yelp. All of it, pulled straight from your Workiz data.
A cumulative timeline chart shows revenue and job count over time, so you can spot trends before they become problems.
Export lists for targeted outreach
Pull CSV lists from your own data for direct mail, email campaigns, or handing to your office manager. Every list is built from your actual Workiz records.
Built for teams. Locked down tight.
Multi-user access
Your office manager, dispatcher, and sales team can all log in with their own accounts. Everyone sees the same data.
Encrypted API keys
Your Workiz credentials are encrypted with AES-256 before they hit the database. They never appear in plain text after you enter them.
Re-sync anytime
Hit the sync button to pull fresh data from Workiz. Your follow-up lists update automatically based on the latest records.
B2B / B2C sorting
LeakFinder automatically identifies commercial vs. residential contacts so you can prioritize the jobs that match your crew's capacity.
Not sure what to say? We included templates.
LeakFinder comes with 12 email templates across four follow-up scenarios: cold lead re-engagement, estimate follow-ups, seasonal return campaigns, and review requests. Each one comes in three design tiers so you can match your brand.
Your Workiz data is full of money you're leaving on the table
LeakFinder is free. Connect your Workiz account and see which contacts need follow-up right now. Takes under five minutes.
Try LeakFinder FreeFree forever. No credit card required.