In this article, you will learn how to create a lead in Workiz.
What is a lead?
In Workiz, a lead is considered a potential job — not a potential customer. A lead can be used to:
Store information for a potential job
Schedule an on-site visit to make a quote for a potential job
Leads are jobs that may or may not happen, and are best used to schedule quotes. If a lead doesn’t become converted into a job, it will have no impact on your job cancellation rate. This gives you a more accurate picture of how your business is performing when viewing your Job Statistics Report in Workiz.
Enabling leads add-on
In order to start using leads, you must first enable it from the Workiz Marketplace.
From the navigation bar, select the Marketplace
Under Add-ons, find Leads and select Learn more
From the leads Marketplace page, turn the toggle switch ON so it reads Enabled
Creating a lead
From the sidebar menu, select Add new… > Lead
Adding client details
Complete the Client Details fields:
Client name: Enter your client’s first and last name
Company name: Enter your client’s company name, if applicable
Phone: Enter your client’s phone number
Email: Enter your client’s email address
Complete the Service location fields:
Address: Enter your client’s service address
Service area: Choose the service area your client’s service address is in
Tip: Workiz will automatically choose the service area nearest to the address for this job.
For more information on creating service areas, please see this article.
Complete the Job details fields:
Job type: Choose the job type related to the lead you are creating
Tip: For more information on creating job types, please see this article.
Job source: Choose the job source related to the lead you are creating
Job description: Enter a job description as desired
Turn the toggle switch for Scheduled ON (green)
Note: Only complete this step if you already have a scheduled date for one of your team members to visit the service location for a quote.
If you are simply creating a lead to store information for a potential job, but do not have a set date for a scheduled visit for a quote, make sure you turn the toggle switch OFF (gray) so it is Unscheduled. If so, you may skip this section.
If you do have a date to visit for a quote, turn the toggle switch ON (green) so it is Scheduled and proceed to the following step.
Complete the Scheduled fields:
Starts: Choose a date and time when the lead is scheduled to begin
Ends: Choose a date and time when the lead is scheduled to end
Assign team members: Choose a member of your team who you want to assign to this lead
Note: Depending on your settings, you may only see techs who are available based on (a) the service areas they serve, and (b) whether their skills match the job type.
Once you’ve completed all the necessary fields above, select Submit at the bottom of the page
Submitting a new lead will automatically create a new client using the same details you just entered for the new lead.
Converting a lead to a job
If all goes well and the client approves of your quote, you can easily convert a lead into a job.
From the lead page, select Convert to Job
Need more help? See related articles below: