Leads Overview
A Lead is a potential job, which means someone is interested in your services before you've turned the request into a Job or an Estimate. Leads let you capture and organize new business the moment it comes in, so nothing falls through the cracks before you've had a chance to follow up.
How to Create a Lead
To create a Lead:
Click the ➕ Create button in the top left corner of your account.
Select Lead.
Where to find your Leads
You can access Leads from two places:
Job Inbox: New Leads show up here as they come in.
Customers > Leads: A centralized view of every Lead across your business, in one list.
Setting Job Fields on a Lead
You can now see and set Job Fields, like Business Unit, Job Type, and any other custom fields you've configured, directly on a Lead. This means you can categorize and route a Lead correctly from the moment it's captured, instead of waiting until it turns into a Job.
A few things to know:
Job Fields on Leads use the same setup you already manage for Jobs and Estimates under Settings > Custom Fields > Job Fields. There's nothing new to configure.
This works on both web and mobile.
The All Leads list doesn't yet show Business Unit or Job Type as columns, and you can't filter by them there yet. You can still set these fields on an individual Lead.
Need help?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at 858-842-5746.