Leads are a valuable tool for tracking potential business opportunities and managing customer interactions efficiently. Available exclusively to Housecall Pro users with Pipeline, Leads allow you to capture and organize information about prospective clients, streamlining follow-ups and improving your chances of converting opportunities into actual jobs. Adding Leads helps you maintain a clear overview of potential business, prioritize follow-ups, and ensure no opportunity is overlooked. This article will cover how to create Leads effectively.

To create a Lead, start by logging into your Housecall Pro account. Click the black 'New' button on the right side of the navigation bar at the top of your screen. In the dropdown menu under 'Intake,' select 'Lead.'

In the 'Customer' section at the upper left of the Lead creation page, type the customer’s name into the search box to select an existing profile and address from the dropdown menu.

If needed, you can add a new customer by clicking '+ NEW CUSTOMER' in the lower right of the 'Customer' section. Fill out any relevant fields and click 'Create Customer' in the lower right corner.

On the left side of the Lead creation screen, you can manage the Lead Assignee, Private Notes, Lead Tags, Lead Source, and attachments. Adding and editing this information helps you assign responsibility, record important notes, categorize Leads for better organization, track the source of each lead, and attach relevant documents. This ensures efficient follow-up and provides a comprehensive overview of your potential business opportunities.

On the right side of the Lead creation page, use the 'Item name' field to search for pre-existing items in your Price Book and then select the item(s) from the dropdown. Above the subtotal section, click '+ Service Items' to add additional service line items and '+ Material Items' to add materials.

To access the visual service and materials Price Books, click 'Service Price Book' in the upper right-hand corner of the line items section and 'Material Price Book' on the center right-hand side. For guidance on using the virtual Price Books, please visit our help article here.

Use the tax rate dropdown at the bottom of the line items section to apply tax rates. If the item is not marked as taxable, use the tax checkbox in the item name field to make it taxable.

You can also add new items, edit existing line items, or remove items as needed. Click into each field on the line item to modify the Item name, Description, Quantity, Unit price, or Unit cost within the estimate, without affecting the item in your main Price Book.

Once you've confirmed all of the details look correct, click the blue 'Save' button on the top right of the new Lead page and you will be brought to your Lead details screen.

Currently, importing Leads directly from a file is not supported. To create a Lead, start by logging into your Housecall Pro account. Click the black 'New' button on the right side of the navigation bar at the top of your screen.

In the dropdown menu under 'Intake,' select 'Lead' and enter the required details using the available fields on the lead creation screen. If you’d like to suggest this feature or provide other feedback, please use the blue chat bubble to contact customer support or submit your suggestion through the Product Roadmap

After creating a Lead, you can find it in the 'Pipeline' tab. Navigate to the 'Pipeline' tab on the main navigation bar and ensure 'Leads' is selected from the menu on the left-hand side. You can view your Leads in different columns based on their status, such as "Unscheduled," "Scheduled," or "Completed." To locate a specific Lead, use the search bar or apply filters based on criteria like status, tags, or date. Leads will be organized in their respective columns, making it easy to manage and track their progress.

For more guidance on using Pipeline, please view our Pipeline collection here.

To edit an existing Lead, navigate to the 'Pipeline' tab on the main navigation bar at the top of your screen. Ensure that 'Leads' is selected from the menu on the left-hand side of the Pipeline page. Select the desired lead card to open the Lead details, then click the link at the top of the card popup (e.g., Lead #5) to access the Lead’s details screen.

Here, you can update information such as Lead Assignee, Private Notes, Lead Tags, Lead Source, and attachments. Click each item to add or update. Above the 'Line Items' section, you will see the Lead Assignee info. Click the 'x' to remove the current assignee or select 'Unassigned' to choose a new assignee.

In the popup, choose an employee from the dropdown menu and click 'Assign.' The system will automatically save and update all changes as you make them, ensuring the lead's details remain current and accurate.

At this time, you can only assign one employee per Lead. If you'd like to see the ability to add multiple assignees in the future, we'd love to hear from you! Feel free to reach out to our customer support team to submit a Pro Vote! You can also submit a Pro vote on our product roadmap here, as well as find updates on upcoming features.

To copy a Lead to a job, first navigate to the 'Pipeline' tab on the main navigation bar and ensure 'Leads' is selected from the menu on the left-hand side. Change the status of the Lead to "Won" using the status dropdown on the Lead card or by dragging and dropping the lead into the "Won" column. A popup labeled 'Mark Lead as Won' will appear and the ability to 'Copy to Estimate or Job.' Select 'Job' and then click 'Copy' in the bottom right corner of the popup.

Alternatively, open the Lead details screen by selecting the desired Lead card and clicking the link at the top of the card popup (e.g., Lead #5). In the upper right-hand corner of the lead details page, click the wrench and gear icon. From the dropdown menu, choose 'Copy to Job,' and a message will prompt you to confirm marking the lead as converted and copying it to a job. Click 'Copy' in the bottom right of the popup to finalize the process. The new job will be created and will appear in your jobs list as well as in the Pipeline Jobs board under the 'New Job' column.

For more guidance on using Pipeline, please view our Pipeline collection here.

To copy a lead to an estimate, first navigate to the 'Pipeline' tab on the main navigation bar and ensure 'Leads' is selected from the menu on the left-hand side. Change the status of the Lead to "Won" using the status dropdown on the lead card or by dragging and dropping the Lead into the "Won" column. A popup labeled 'Mark Lead as Won' will appear with options to 'Copy to Estimate or Job.' Select 'Estimate' and then click 'Copy' in the bottom right corner of the popup..

Alternatively, open the Lead details screen by selecting the desired Lead card and clicking the link at the top of the card popup (e.g., Lead #5). In the upper right-hand corner of the Lead details page, click the wrench and gear icon. From the dropdown menu, choose 'Copy to Estimate,' and a message will prompt you to confirm marking the lead as converted and copying it to an estimate. Click 'Copy' in the bottom right of the popup to finalize the process. The new estimate will be created and will appear in your estimates list as well as in the Pipeline Estimates board under the 'Unscheduled' column.

For more guidance on using Pipeline, please view our Pipeline collection here.

At the moment, merging duplicate leads isn't an option. You'll need to delete any extra duplicates manually. If you'd like to see a feature for merging leads in the future, we'd love to hear your thoughts! You can submit a Pro vote on our Product Roadmap.

To delete a Lead, start by navigating to the 'Pipeline' tab on the main navigation bar and ensure 'Leads' is selected from the menu on the left-hand side. Open the Lead details screen by selecting the desired Lead card and clicking the link at the top of the card popup (e.g., Lead #5). In the upper right-hand corner of the Lead details page, click the wrench and gear icon. From the dropdown menu, choose 'Delete Lead,' and a message will prompt you to confirm the deletion. Click 'Delete' in the bottom right of the popup to finalize the process. The Lead will be removed from your Pipeline and will no longer appear in your leads list.

To mark a Lead as lost, start by navigating to the 'Pipeline' tab on the main navigation bar and ensure 'Leads' is selected from the menu on the left-hand side. Locate the Lead you wish to mark as lost, then use the status dropdown on the Lead card to change its status to "Lost," or drag and drop the Lead into the "Lost" column. A popup labeled 'Mark Lead as Lost' will appear. Confirm by clicking 'Lost' in the popup.

Alternatively, open the Lead details screen by selecting the desired Lead card and clicking the link at the top of the card popup (e.g., Lead #5). In the upper right-hand corner of the Lead details page, click the wrench and gear icon. From the dropdown menu, choose 'Mark as Lost.' A message will prompt you to confirm this status change. Click 'Lost' in the popup to finalize the process. The Lead will be updated to reflect its lost status and will appear in the "Lost" column of your Leads Pipeline.

For more guidance on managing Leads, please view our help article here.

To effectively manage follow-up tasks, you can create custom columns in your Pipeline. This allows you to track and organize tasks according to your specific needs. For more information, see our help article on custom columns. Additionally, you can set tasks directly within Housecall Pro. For detailed instructions on setting tasks, visit our help article on tasks.

Private Notes should include relevant details or observations about the Lead that are useful for your team but not visible to customers. This might include communication history, special requests, or internal comments.

While Housecall Pro is not a lead generation software, it does integrate with Thumbtack to help you manage leads. For more information on available integrations and how to set them up, visit our help articles on Job Inbox and API usage.

To review Lead conversion rates, you can generate reports using the Reporting tab in Housecall Pro. These reports provide valuable insights into your Lead performance. For detailed instructions, check out our help article on conversion rate reporting.

Currently, while you can export Lead conversion rate reports, exporting Lead details from the Pipeline is not supported.

If you would like to see the ability to export Lead details in the future, we'd love to hear your feedback! Please submit a Pro Vote on our product roadmap or reach out to our support team via the Blue Chat Bubble for further assistance.

If you encounter issues while creating a Lead, start by checking our troubleshooting help article for guidance on common problems and solutions. If the issue persists or you need further assistance, please contact customer support via the blue chat bubble. Our team is ready to help you troubleshoot any issues or answer any questions you may have.

No, Housecall Pro is not a lead generating software. We do not provide or guarantee new customers/business.

Housecall Pro is however a cloud-based field service management app for service professionals to automate their workflows. This solution includes a native mobile app and complementary Web portal and serves a wide range of industries, such as cleaning, plumbing, electrical and more.

Housecall Pro allows companies to forego paperwork in favor of digital automation. It offers features such as job scheduling, dispatching, payment processing, estimates, automated receipts and invoices, customer notifications, company chat, as well as postcard and email marketing automation.

Customers can book services via the Housecall mobile app, communicate through a centralized messaging system and make online payments. There is the potential for new customers to find you if they happen to have the Housecall customer app. Additionally, while HCP is not a lead generating software, there are integrations with Thumbtack, as well as APIs to add leads to your pipeline.

The mobile app can be accessed on both Android and iOS devices.

This solution is available across the U.S. and Canada.