Track your leads and customer statuses

A lead is someone who asked about your work but hasn't booked yet. A status shows where each person is, like "Quote sent" or "Customer". What they might spend is your rough guess of what a lead will spend.

See your leads

1. Go to Customers. Leads and customers are in one list. The Status column shows each person's status, and Might spend shows your guess for each lead.
2. Look at Open leads in the strip at the top. It shows how many leads you have and what they are worth together. Tap it to see only them.
3. To sort by money, open Sort and pick Might spend the most.
4. To see one status, open Filters and choose a Status. To see only leads or only customers, pick one under Show.

Change someone's status

1. Open the person from your list.
2. Find the Status card on the side of their page.
3. Pick a new status from the list. It saves right away.
4. For a lead, tap Add value (or Edit) under What they might spend, type an amount, and tap Save.

These amounts also fill in by themselves. A booking request uses its price. A form can use the price of the answers. While a lead has an open quote, the quote's total shows instead.

Make your own statuses

Only owners, admins and managers can change statuses.

1. Go to Settings → Customers. You can also tap Edit statuses on a customer's Status card.
2. You will see four groups: Leads, Customers, Lost leads and Lost customers.
3. Tap Add status in a group and type a name, like "Quote sent" or "Ready to book".
4. Use the arrows to change the order. Use the trash can to remove a status.
5. Tap Save changes.

New leads from your forms and online booking start in the first lead status.

Didn't work?

I can't remove a status

Each group must keep at least one status. If people have the status you remove, they move to the first status of the same group.

I don't see what leads might spend

These amounts show only for people allowed to see money. Ask the business owner.

A lead turned into a customer by itself

That's normal. A lead becomes a customer when their first job is booked.