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.
The Contacts tab on Pipeline: the New lead and Quoted stages, each with a count and its people listed underneath.
The pipeline, as the app shows it

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.

Analytics Contacts