Lead to Cash Automation
Part of URBLD — the operating system for field service businesses. Explore The AI Execution Graph →
Lead-to-cash automation connects lead intake, qualification, estimating, contracting, delivery, invoicing, and collection as one continuous workflow — no rekeying, no handoffs. URBLD's lead-to-cash automation runs on the AI Execution Graph.
- Roofing companies
- HVAC companies
- Plumbing companies
- Electricians
- Landscapers
- General contractors
- How the feature works
- Who it's built for
- How it connects to the rest of URBLD
- FAQs and related pages
- One connected record across CRM, jobs, and billing
- AI receptionist and follow-up built in
- Field, office, and AI on the same thread
- Trade-specific workflows, not a generic CRM
- E-signature, PDF, and payments included
- Replaces 6+ disconnected tools
What is lead-to-cash automation?
Lead-to-cash automation connects lead intake, qualification, estimating, contracting, delivery, invoicing, and collection as one continuous workflow — no rekeying, no handoffs. URBLD's lead-to-cash automation runs on the AI Execution Graph.
Lead → cash
No handoffs.
Autonomous
AI employees on every step.
Grounded
One operating record.
Auditable
Every step logged.
URBLD vs the legacy stack
| Capability | URBLD | Legacy stack |
|---|---|---|
| Continuous workflow | Yes | Handoffs |
| One record | Yes | Rekey |
| Autonomous | Yes | Manual |
| Auditable | Yes | N/A |
Sales Lifecycle is one node in The AI Execution Graph
Every business function in URBLD — intake, dispatch, scheduling, estimating, invoicing, follow-up, inventory — is a coordinated node on one operating graph, executed by AI employees and governed by the AI decision engine. See the graph →
Explore adjacent nodes
All AI Operating System hubs
The AI Execution Graph is one of five hubs in the AI Operating System pillar.
Frequently Asked Questions
Straight answers about how URBLD runs the business end-to-end.
Ready to run your business on one operating system?
See how URBLD runs sales lifecycle — and every other node — on one connected graph.