QR codes and leads
Receive and follow up appointment requests
Use the details homeowners submit through QwikQuote.
Before you start
Set a monitored destination under Appointment requests go to.
Follow these steps
Open Branding and check the Appointment requests go to field. Use commas for multiple recipients and wait for save confirmation.
When a request arrives, open Hot leads and find the matching property.
Read the requested time, timeframe, notes and any product they chose.
Contact the homeowner to agree on the actual appointment. Do not assume the requested time is already booked on a calendar.
If a CRM connection is enabled for appointments, check its delivery history for the same property.
Your team has received the request and can confirm a real appointment with the homeowner.
If something looks wrong
- Email missing? Check recipient spelling, spam and the company’s fallback administrators if the field is blank.
- Email arrived during the QR quiet period? A deliberate appointment submission is handled separately from a scan.
RELATED WALKTHROUGH
Understand QR tracking and Hot leads
A narrated overview of this workflow using actual app screens and demo data. The written steps above cover this article’s specific task.
Synthetic voice narration. Captions are included in the video; an English caption track is also available.
Read the video transcript
Before and after handoff
For print-run pieces, the QR quiet period begins when the package is first downloaded or sent to the printer. Creating a batch alone does not start it.
Printer checks stay quiet
During that period, the quote page can open, but the scan does not become a counted response, scan email or CRM delivery. A deliberate appointment request is separate.
When tracking resumes
Tracking resumes on Mark as mailed if earlier, at the end of the recorded drop date, or after four days from handoff when no drop date is set.
Follow up real responses
Open Hot leads for recent responses and appointment requests. Read the request details before calling. A scan alone does not tell you who scanned or supply their phone number.