Creating and managing leads

Open Leads and tap New Lead.

Pick a lead template (for example, Roofing) — it sets the services offered on the form.

Fill in the customer, property, and job details. Only the basics are required; use the dropdowns to keep typing to a minimum.

Choose the lead channel (office lead or referral) and the source details, and optionally assign a salesman right away.

Tap Submit lead. If the details look like an existing lead, Field Pro warns you before saving a duplicate.

On the lead page, salespeople accept or decline the assignment, log calls and appointments, and move the lead through the pipeline with the status button.

When the customer is ready to buy, tap Create Estimate on the lead — the customer and property details carry straight into a new estimate.

Watch the Leads Schedule for upcoming appointments — completed leads without an appointment appear on their completion date.