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Lead Management

Add a lead

Capture a prospect with contact details, source, requested service, deal size, stage, and a follow-up date, from Add New Lead, an import, or your public request form.

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Owner/AdminCustomers & Leads3 minutesUpdated Sep 23, 2026Current instructions
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Before you start

  • You have the lead's contact details.

What you’ll do

Leads are prospects who have not bought yet. They live on the Lead Management board until you convert them into customers.

Do this

  1. 1

    Customers → Lead Management → Add New Lead

    The dropdown also offers Import (CSV) and the share link for your public request form.

  2. 2

    Fill in the card

    First and last name, email, phone, address, Contact type (residential, commercial), Source (web form, referral, social media, yard sign, phone, other), Requested service, Deal size, Stage, Follow-up date, Next action, and notes.

  3. 3

    Save

    The lead appears in its stage column with the source and a follow-up badge. Notes and a timeline of every touch live on the card.

Lead Management

Leads from your form

Requests from your public form arrive automatically with source web_form. Share the form from Settings → Lead Form.

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Customers & Leads

Work your lead pipeline

Set up stages, use saved views (Needs Follow-Up, Hot, Stale), drag leads between columns, record next actions, and convert won leads into customers.

Open articleCustomers & Leads

Share your lead form

Put your public request form on yard signs, your website, social bios, and business cards with a link, an embed snippet, or a QR code. Requests land in Lead Management.

Open articleCustomers & Leads

Convert a lead to a customer

Move a real prospect into an active customer record once the office is ready to quote or schedule the work.

Open articleQuotes

Create and send a quote

Build a quote in the seven-section builder, pass the readiness checks, and send it by email, text, or print so the customer can approve and sign online.

Open articleCustomers & Leads

Add a customer

Create one customer by hand from Customers → Add Customer or the setup guide, then use the record's quick actions to book work, quote, invoice, or invite them to the portal.

Open articleCustomers & Leads

Import customers from a spreadsheet, QuickBooks, Jobber, or Housecall Pro

Upload a CSV or Excel export, check the column matches, review duplicates and errors, and import in one pass. Failed rows can be downloaded, fixed, and re-uploaded.

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