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 feature

In order to start using leads, you must first enable it from the Feature Center/Marketplace.

1. From the navigation bar, select the Feature Center 
   

   Not seeing the Feature Center icon in the navigation bar? You may not have the correct permissions set for your user.

   Please contact your account admin and ask them to turn on the Account Settings permission for your user type from the Roles & Permissions settings page.

2. Under Add-ons, select Leads
   
   
3. Turn the toggle switch on/off to enable/disable the feature
   

Creating a lead

After enabling the feature, you will now be able to create new leads. 

1. From the sidebar menu, select Create 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
   

   Turn this toggle switch off to make sure this lead doesn't appear on your schedule.

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.