Capture leads, schedule follow-ups, convert to jobs.
A lead is someone who asked for an estimate but hasn't been booked yet. Once they accept, you convert the lead to a job. The Leads page is your "to-quote-and-follow-up" pile. Adding a lead Click + New lead . Fill in name, phone, and how they heard about you ( Source — Google, referral, Facebook, etc. This powers the lead-source ROI report later). Setting follow-up reminders Every lead has a Next follow-up date. When the date passes, the lead turns red on the list and shows up on your Dashboard's Follow-ups due card. From the lead detail page you can: Log a touchpoint (📧 Email / 💬 Text / 📞 Call) → automatically bumps the next follow-up forward Set a custom next-follow-up date manually Lead statuses New — fresh lead, not yet quoted Quoted — quote sent, waiting on customer Won — accepted, becomes a job Lost — declined, archived (still searchable) Converting a lead to a job On the lead detail page click Convert to job . The job picks up the customer info, address, and estimated value. From there it lives in the Jobs pipeline. Lead capture form Want leads to come in from your website? Settings → Operations & reports → Website lead form gives you a public URL like fieldkrew.com/lead/your-slug . Embed it on your site or drop it in your Google Business profile. Submissions land in Leads tagged Website form and you get a notification.