Before you start
Leads are people who've asked about your work but aren't customers yet. Enquiries from your website's quote form arrive here by themselves. Open Leads and requests in the Work part of the menu.
- To add one you took by phone, choose Add lead.
- Enter their Name, and an Email or a Phone. Add the address, What they'd like done and any Notes.
- Choose Where they came from, then Add lead.
Work a lead
- Open the lead. What they told us shows their details and message.
- Under Next step, set the Status: New, Contacted, Quoted or Lost. For Lost, type If lost, why (optional) first.
- To send them a price, choose Create quote.
- When they say yes, choose Convert to customer, check the address and postcode, and choose Add as a customer.
What happens next
They're added as a customer with that property, using the contact details they gave, and their quotes move with them. If they approve a quote that starts regular cleans, they become a customer by themselves.
If you take 24-hour call-outs, an urgent request shows first, marked Urgent, with how long ago they asked. Ring them back as soon as you can.
The list shows open leads. Choose Show, then All, including won and lost, to see the rest.
If something goes wrong
- “Enter their name.”: the name is needed.
- “Enter an email address or a phone number.”: add at least one.
- “Enter the address and postcode of the property you'll clean.”: Add as a customer needs both.
- Delete lead removes them and what they told you. It can't be undone.
Who can do this
The owner and managers who can see and change customers. Sending a quote needs Money too.
Still stuck? Send us a message.