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How to create leads
How to create leads

Learn about how and when to create a lead in Workiz.

Updated over a week ago

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 Marketplace.

  1. From the navigation bar, select the Marketplace

  2. Under Add-ons, select Leads

  3. Turn the toggle switch on to enable the add-on

Creating a lead

  1. From the sidebar navigation, select Add new > Lead

  2. Complete the Client Details fields:

    1. Client name: Enter your client’s first and last name

    2. Company name: Enter your client’s company name, if applicable

    3. Phone: Enter your client’s phone number

    4. Email: Enter your client’s email address

  3. Complete the Service location fields:

    1. Address: Enter your client’s service address

    2. Service area: Choose the service area your client’s service address is in

  4. Complete the Job details fields:

    1. Job type: Choose the job type related to the lead you are creating

    2. Job source: Choose the job source related to the lead you are creating

    3. Job description: Enter a job description as desired

  5. Determine if this lead already has a scheduled date and turn the toggle switch on/off accordingly

  6. (Optional) Complete the Scheduled fields:

    1. Starts: Choose a date and time when the lead is scheduled to begin

    2. Ends: Choose a date and time when the lead is scheduled to end

    3. Assign team members: Choose a member of your team who you want to assign to this lead

  7. 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.

Managing a new lead

After creating your lead, you will need to properly manage it to ensure you eventually convert it into a revenue-generating job. To learn more about managing new leads, please see this article.

Need more help? See related articles below:

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