Every lead, from first call to done.
New lead, Quoted, Booked, Done and Lost, in the Contacts tab.
Leads that fill themselves
- New callers start as leadsEach new caller shows up as a new lead.
- Booked on its ownWhen it books a visit, the job moves to Booked.
- You decide Done and LostIt never marks a job done or lost for you.

Move work forward
- Press and hold to moveChoose a job’s stage from its row.
- Count and value per stageEach stage shows how many, and their total once you add values.
- More than one job per contactEach job keeps its own stage and value.
- Done and Lost, the last 30 daysOlder work stays on the contact.