How to create leads

  • Updated


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
    Group 4325.png
  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:
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    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.

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