To create a lead in the system, follow the steps outlined below
Step 1: Navigate to the Leads Section
From the left-side panel, select Leads.
Click Create Lead to start a new entry.
You will be directed to a form where you can input the lead's details.
Note: You can save and close the lead at any step and create an estimate or send an email to the customer from the lead summary.
Step 2: Fill in Personal Details
In this step, provide basic information about the lead:
First Name & Last Name – Enter the lead's full name.
Email Address – Add the lead’s email.
Phone Number – Enter their contact number.
Company Name – If applicable, enter the lead’s business name.
Source – Select where the lead originated from (e.g., Website, Advertisement, Google Ads, etc.).
Job Type – Choose the type of job (e.g., Local Moving, Packing, Unpacking).
Preferred Time Slot – Select a preferred job timing.
Preferred Date – Select the preferred date for the job.
Move Size – Choose the move size (e.g., 2 Bedroom, 3 Bedroom).
Furnishing Type – Indicate whether the property is fully, lightly, or unfurnished.
Heavy Items – Specify if the move includes any heavy items.
Add Inventory (if applicable) – Attach an inventory list.
Click Next to proceed to the property details.
Step 3: Enter Property Details
Pickup Address & Drop-off Address – For moving jobs, provide both addresses.
Job Address – For packing/unpacking jobs, enter a single job address.
Property Type – Choose from options such as House, Apartment, Office.
Access Details – Select applicable options such as:
Stairs
Elevator
No Parking
Steep Driveway
Additional Details:
Number of flights (if applicable)
Walking distance from truck to entrance
Additional Stops (if applicable) – You can add multiple stops if needed.
Click Next to proceed to the quote estimation.
Step 4: Quote Estimation
This step allows you to generate an estimate, apply automation rules, or manually add line items.
Auto-Generate Estimate
Click Auto-Generate Estimate to let the system populate line items automatically.
If automation rules are set in Pricing Settings, the system will auto-add charges based on:
Job Type
Move Size
Inventory Volume
Other pricing configurations
Manual Entry of Line Items
If you prefer to enter charges manually, you have two options:
Search for an Existing Line Item – Start typing in the Item Name field, and a dropdown will appear with predefined line items from settings.
Create a Custom Line Item – If the item doesn’t exist, you can enter a new name and fill in the details manually:
Rate – Set the cost per unit.
Quantity – Define how many units the service is being charged for.
Unit Type – Select from Per Hour, Per Unit, Fixed Price, etc.
Tax – Apply tax (e.g., GST) if applicable.
Total Amount – The system calculates automatically, or you can manually enter the total.
💡 For Callout Fees, choosing Fixed Price ensures a set charge, while HR (Hourly) allows the system to pull job hours from the Job Sheet or Crew App.
Once all line items are added, click Submit & Close to finalize the estimate.
Step 5: Completing the Estimate
After adding the required services, choose how you want to proceed:
Submit & Close → The system saves the estimate and redirects you to the Lead Summary Page.
Save & Send Estimate → A side pop-up appears for sending an estimate email
Step 6: Sending the Estimate
When you click Save & Send Estimate, a side pop-up opens with:
Booking Confirmation Steps (if configured).
Estimate Email (pre-selected template).
📝 If Booking Confirmation Steps are enabled, they appear at the top, followed by the estimate email.
Reordering Confirmation Steps
Users can drag and reorder the booking confirmation steps before sending the estimate.
📝 The confirmation steps will appear in the same order the customer will see them when booking.
Selecting a Different Email Template
If needed, users can change the email template before sending the estimate.
Click "Send" to Send the Estimate