Lead Tracking
Gutter Lead Tracking Fields Every Rep Should Capture
June 19, 2026 · 4 min read
The exact data points gutter reps should log at every door to close more inspections and installs.
The inspection log
- Linear footage (measure while inspecting)
- Story height (affects labor and ladder needs)
- Material type and color
- Downspout count and drainage direction
- Gutter guard interest (upsell)
- Roof condition notes
- Photos of sagging, clogs, and missing fasteners
Follow-up timing
- Inspection same day or next day
- Quote within 24 hours
- 48-hour callback after quote
- Weekly check-in if decision is delayed
- Seasonal re-knock before heavy rain season
Territoryly's gutter template has these fields built in so you never miss a detail that costs a deal.