How to manage new leads

  • Updated


In this article, you will learn how to manage leads on your Workiz account. 

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

To learn more about how to create a new lead, please see this article.

How to manage new leads

In order to manage leads, you will first need to enable the Leads add-on from the Marketplace.

To learn more about enabling the add-on, please see this article.

Following up with Workiz Automations

With Workiz Automations, you can easily create a rule to automatically follow up with clients who haven’t made a decision on the potential job.

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Once the rule has been created, you can use the lead status to trigger an automated message for your client to check in and remind them of the potential job. To learn more about creating a custom automation rule to follow up with leads, please see this article.

Booking a site visit

If the client decides they want to commit to having your team come out for a quote, you can update the lead to reflect the changes.

Updating the status

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You can update the lead status to help your team keep track of where this lead sits in your revenue pipeline. Lead statuses are completely customizable. To learn more about creating custom statuses for leads, please see this article.

Scheduling the lead

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Because leads are potential jobs that may or may not happen, they can be created without having a firm date on the schedule. Once your client is ready to commit to a date, you can turn the toggle switch for Scheduled ON and select the date.

Adding a service address

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Once you schedule the lead date, you will be required to add a service address. You will also need to select the service area associated with this address.

Assigning a team member

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After adding a service address and selecting a service area, you will be required to assign a member of your team to this lead. The lead will appear on this team member’s schedule alongside jobs and tasks.

Adding an estimate 

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After visiting the service address and getting a sense of what the job will cost, you can create a new estimate or load a proposal template to send to your client. 

Converting a lead to a job

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If your client approves of the estimate, you can easily convert the lead into a job. Workiz will automatically copy all of the lead details (client information, job type, ad source, service address, etc.) to the new job.

And if you have any estimates linked to this lead, Workiz will ask you to choose the estimate you want to sync to the new job. Line items from the estimate will automatically be copied to the new job.

Marking the lead as lost

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If your client decides they do not want to move forward with the job, you can also mark the lead as lost.

While unfortunate, marking leads as lost will provide your business with meaningful data to give you a clear picture of your conversion rate. You can review your lost leads to gain a better understanding of what went wrong, and ultimately make the necessary adjustments to close more deals in the future.

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