Leads at a glance
Turn interest into business. The Leads page keeps every prospect in one place with quick search, filters, and clear contact/property details. Capture new inquiries in seconds, track where they came from, and convert qualified leads into paying clients with a click.
What you can do
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See all leads at a glance – Filter by Active/Archived, search by name, phone, or email, and sort any column.
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Open a lead to qualify – Review contact info, property address, and source, then update details as you learn more.
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Add new leads fast – Record only what you need now; update later when the job is real.
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Convert when ready – Once a lead is approved, create quotes, jobs, or an invoice and the contact moves into your clients list.
How it works
Leads list
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Columns: Company, Full Name, Phone, Email, Address, Created At.
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Actions: Click any row to open a lead. New Lead (top-right) creates a fresh record.
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Pagination: arrow buttons at the bottom.
Use it for: quick lookups, filtering fresh inquiries, and finding the leads you need to work next.
Lead detail / edit
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Lead Details: Title, First/Last name, Company, optional suffix.
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Property Details: Street, Apt, City, State, Zip, Country.
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Contact Details: Primary Phone and Email with usage labels.
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Buttons: Update Lead to save changes. Delete (if the inquiry is spam).
Tip: Fill in the address as soon as you have it—this unlocks smarter scheduling and route planning later.
New lead form
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Same sections as the detail view, plus Source (e.g., “Main Site,” “Google,” “Referral”).
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Save Lead creates the record immediately—even if you only have a name and a phone number.
Best practice: Always set the Source field. It powers simple reporting on where your best leads come from.
