In this article, you will learn how to create leads while on the go using the Workiz mobile app.
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.
How to create leads on mobile
Note: In order to create leads, you will first need to enable the add-on from the Workiz Marketplace using the web app. To learn more about enabling the add-on, please see this article.
From the Workiz mobile app, select the + icon > New lead
Complete the Client info fields:
Client name: Enter your client’s first and last name OR search for an existing client
(Optional) Phone number: Enter your client’s phone number
(Optional) Address: Enter your client’s service address
Tip: Because leads can be used as a way to store information for a potential job, leads do not require addresses.
(Optional) Email address: Enter your client’s email address
(Optional) Client company name: Enter the name of your client’s company
Complete the Lead info 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.
(Optional) Ad source: Choose the job source related to the lead you are creating
(Optional) Service area: Choose the service area your client’s service address is in
Tip: If you entered an address, 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.
(Optional) Job description: Enter a job description as desired
(Optional) Complete the Schedule fields
Note: Because leads can be used as a way to store information for a potential job, leads do not need to be scheduled. To create an unscheduled lead, turn the toggle switch next to Schedule OFF.
Select Create lead
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