In this article, you will understand the difference between clients and leads in Workiz.

In Workiz, clients and leads serve different purposes. Understanding how they work together helps you track opportunities and performance more accurately.

What is a lead?

A lead represents a potential job opportunity, not a specific person. 

You can think of a lead as a placeholder for work that hasn't been confirmed yet. It's typically used during the quoting or evaluation phase of a job lifecycle.

Use leads when you:

• Receive a new inquiry
• Need to provide an estimate or a quote
• Are still determining whether the job will move forward

Why leads matter

Leads help you track opportunities without impacting job performance metrics. This means you can mark a lead as lost without affecting your job cancellation rate.

This distinction is important:

• Lead lost rates reflect why you didn't win work (e.g., pricing, timing, competition, etc.)
• Job cancellation rates reflect why confirmed work didn't happen (e.g., scheduling conflict, customer changed mind, etc.)

To learn more about creating leads in Workiz, please see this article.

What is a client?

A client is a record that stores customer information, like name, phone number, email, address, and more. Clients are used to represent the person, regardless of whether or not they have jobs or leads in your system yet.

To learn more about creating clients in Workiz, please see this article.