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:
- Click on “Add new”
- Select “Lead”
- Fill in your lead’s information
- Deselect “Scheduled”
- 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
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