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A lead is any potential customer who has expressed interest in your services but hasn’t been booked yet. Leads come in through your website form, your booking page, your AI phone assistant, or manual entry — and they all land in one place so nothing slips through the cracks.
The Leads screen showing inbound requests with status, source, customer details, and follow-up actions.

Leads list — statuses, source, contact details, and follow-up context in one place.

Leads that come through your website forms or booking page are automatically tagged as public leads, with their source and UTM data preserved. This is how you connect marketing spend to actual bookings.

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Lead statuses

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The lead-to-customer workflow

1

Review new leads

Open Leads to see the newest requests at the top. Public leads (from your website or booking page) are flagged so you can prioritize inbound interest.
2

Qualify and follow up

Review the lead’s details — what service they requested, which vehicle, what they wrote in their message. Move the lead to In Progress as soon as you start follow-up.
Don’t leave leads sitting in New after you’ve made contact. Updating the status to In Progress keeps the list meaningful for your whole team.
3

Convert when they're ready

When a lead is qualified and ready to book, convert them. The CRM gives you two paths:
  • Convert to customer — creates a customer record with the lead’s contact info pre-filled, ready for a quote
  • Create order from lead — skips the quote and creates a live order directly, useful for simple jobs where pricing is already agreed

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Lead attribution

Every lead carries information about where it came from. When a lead arrives through a tracked campaign, the CRM stores: This attribution data persists when you convert the lead to a customer or order. Your Marketing and Insights reports can then show you which channels generate leads that actually close — not just which channels generate the most clicks.

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Bulk actions

When you need to work with multiple leads at once:
  • Bulk status update — move a group of leads to the same status simultaneously
  • Bulk delete — remove leads that are clearly junk or spam
Select the leads you want, then apply the action from the toolbar.

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When to use leads vs. orders directly

Website leads

Set up lead capture forms for your website.

Booking page

Configure whether your booking page creates leads or orders automatically.

Customers

Manage the customer records created when leads convert.

Marketing

Analyze which channels are generating your best leads.