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Leads Integration
Convert more leads into paying customers with accurate lead tracking
Get organized
Streamline your incoming leads
One central platform to easily manage and track your leads. Get insights and data to help you increase sales and avoid leads falling through the cracks.
New automation tools
Keep track of your success
Get detailed reports on which leads have been lost and which have been converted. The more information you have, the better you will be able to convert leads the next time they come in.
External Lead Generation
Stay on track and up to date
Track leads and job referrals as they come in from external lead sources. Easily communicate and convert them, and even auto-calculate referral fees.
REPORTS AND ANALYTICS
Improved reporting accuracy
Automatically organize external company leads in one place. Cut back on manual data entry and save time and resources.
3
×
more jobs won
20
hrs
time saved per week
23
%
avg. growth in the first 3 months
63
%
less time spent on accounting & reports
Explore more tools for your business
I always recommend Workiz. It's incredible and has doubled our bookings and sales.
Frequently asked questions
Let us know if you have any other questions, our team is always happy to help!
What is Workiz’s Lead Manager feature?
Workiz’s Lead Managemer helps field service businesses efficiently track and manage opportunities, keeping your organized so that no opportunity slips through the cracks.
By consolidating all lead information in one place, you can monitor progress, follow up effectively, and increase your chances of converting leads into paying customers.
How does Workiz Lead Manager work?
Workiz Lead Manager lets you create and manage leads directly within your Workiz account. You can input client details, job descriptions, and schedule appointments.
Leads can be tracked through customizable statuses that reflect your sales pipeline, and when a lead is ready to proceed, it can be easily converted into a job, carrying over all relevant information.
Can Workiz automatically create leads from external sources?
Yes.
With Genius Leads, Workiz will automatically generate new leads from incoming emails, such as service requests from your website or third-party lead providers. This automation saves time, ensures that every potential job is captured without manual data entry, and lets you be the fastest business to respond to the lead.
Workiz also has integrations with 3rd party lead providers such as Reserve with Google, Angi, Thumbtack, and HouseHappy. Incoming leads from these sources go into your Leads Manager so you can track every hard earned opportunity.
Is it possible to track the effectiveness of my lead sources?
Absolutely.
Workiz allows you to track leads based on their source, providing insights into which marketing channels are most effective. This data helps you allocate your marketing budget more efficiently and focus on strategies that yield the best results.
Can I automate follow-ups for leads?
Yes.
Workiz’s automation tools let you trigger automatic follow-ups based on lead statuses and status changes. For instance, if a lead hasn’t responded within a certain timeframe, Workiz helps you stay engaged with potential clients by sending a reminder email or text, or a follow up alert to an internal dispatcher.
How does converting a lead to a job work in Workiz?
When a lead is ready to book, you can convert it into a job with a single click.
All the information from the lead, including client details, job type, and notes, is transferred to the new job, eliminiating the need for duplicate data entry and speeding up your workflows.
Does managing leads affect my job cancellation rate?
No.
Leads are tracked separately from jobs in Workiz. This means that if a lead doesn’t convert into a job, it won’t impact your job cancellation statistics, providing a more accurate picture of your business performance.
