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. Enter the client's details:
   
   
   1. Client name
   2. Company name
   3. Phone
   4. Email
       
3. Enter the service location details:
   
   1. Address
   2. Service area
       
4. Enter the job details:
   
   
   1. Job type
   2. Job source
   3. Job description
      
      
5. Determine if this lead already has a scheduled date and turn the toggle switch on/off accordingly
6. (Optional) Enter the schedule details:
   
   
   1. Start/end
   2. Team members
      

      You may only see techs who are available based on whether their skills and service areas are compatible with this job.

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.