Product Update: Add Leads Without Scheduling A Job

You Can Now Save Leads Without Scheduling a Job


What is it?

Sometimes you want to add a lead to your system even before you have a job scheduled for them. Now you can! When saving a lead in Workiz, you can deselect “Scheduled.” Easy as that!

How to Set it Up:

unscheduled leads - Workiz
  1. Click on “Add new”
  2. Select “Lead”
  3. Fill in your lead’s information
  4. Deselect “Scheduled” 
  5. Hit submit

That’s all there is to it! Your lead is now saved for you to revisit whenever you’re ready to schedule a job!

At Workiz, we are always committed to improving and finding ways to help service businesses grow and succeed.

Have any comments, questions, or suggestions for improvement? We want your input! Reach out to our customer success team 

Join over 40,000 service pros who use Workiz to manage their businesses.

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