Creating new leads on the mobile app

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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

In order to create leads, you will first need to enable the add-on from the Marketplace using the web app.

To learn more about enabling Leads, please see this article.

  1. From your homepage, select > Lead
    Group 4398lead.png
  2. Enter the client information:
    Group 4410leads.png
    1. Client name: Enter your client’s first and last name OR search for an existing client
    2. (Optional) Phone number
    3. (Optional) Address

      Because leads can be used as a way to store information for a potential job, leads do not require addresses.

    4. (Optional) Email address
    5. (Optional) Client company name: Enter the name of your client’s company
  3. Enter the service information:
    Group 4409leads.png
    1. Job type
    2. (Optional) Ad source
    3. (Optional) Service area
    4. (Optional) Job description
  4. (Optional) Enter the schedule information: 
    Group 4411leads.png

    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 off.

  5. Select Create lead

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