Create and Schedule Leads on Mobile

The Sales intake / New lead page keeps customer, property, qualification, scheduling, and notes together in one form. These approved intake and retry changes are included in the signed internal Android QA preview. They are not generally distributed; no public Android or iOS release is confirmed.

Create a Lead

1. Open Leads and tap New lead.
2. In Customer, search for a saved customer or enter a new customer's

details. Selecting a saved customer fills the name, email, phone, and service property fields; the intake values remain editable. The customer name is required. Email and phone are optional, but entered values must be valid.

1. In Service property, use the address suggestions and complete the

structured street, city, state, and ZIP fields. The property address is required.

1. Optionally tap Add property photo. Choose Take photo or Choose from library

to add one JPEG, PNG, or WebP image up to 4 MiB; Cancel closes the picker. For library selection, the app requests a compatible image copy where the picker supports it. The app saves a private copy on this phone before showing the photo as queued. If the app is interrupted, it can recover the image from that saved copy. The photo stays queued until the lead is saved and its service property is confirmed, then it uploads in the background. A failed upload keeps the image available under Retry; retries use the same saved photo. Before the property is confirmed, removing the photo removes it from this intake. Once the property is confirmed, removal waits for the server to confirm.

1. In Qualification, choose Residential, Commercial, Fleet, or

Christmas Lights as the service line, or leave it blank if it is not yet known. Confirm the brand or use the organization default. Choose a required Lead Source; adding New lead source requires a connection and permission. Under Assign To, choose a teammate or Unassigned.

1. Turn on scheduling only when an appointment is planned. A scheduled lead

requires a date and valid, ordered start and end times. Add Appointment Notes if useful.

1. Add general details in Notes, then tap the sticky Save Lead action.

The action is disabled while a save is in progress so repeated taps do not create another submission.

The sections appear in this order: Customer, Service property, Qualification, and Notes. Save requires a customer name, lead source, and structured service address. It also validates entered contact values and requires a complete schedule when scheduling is on. A dirty close asks before discarding the intake.

The app saves the lead as one operation and confirms the saved lead before linking its property photo. Retrying a save repeats that operation instead of creating another lead or customer. If the new lead cannot be queued on the phone, all entered details remain in the form. A correctable server validation error shows Needs review and Review and retry, which reopens the saved Leads > New lead form for correction. Saving the correction retries the same lead instead of creating a duplicate. An ambiguous or non-correctable result shows Retry same details and keeps the intake details; it does not create a replacement lead automatically.

If the saved customer's contact details changed, the form keeps the attempted draft and marks the customer for review. Save Lead remains disabled until you select the refreshed customer in the existing lookup. Then retry the intake; its other details and photo stay in place. If the current customer cannot be refreshed, the form stays intact and blocked with an inline refresh or access message.

New-source creation needs a connection and the required server permission. Other lead fields can be completed in the form, but do not create a separate lead to work around an uncertain save or blocked operation.

Leads are assigned to a salesperson. Trucks and crews are assigned later on the job, after the work is won. On an existing lead, open Overview and tap the Salesperson card to change the responsible rep; the Tasks tab keeps a second assignment shortcut for owners and managers.

Schedule the Appointment

Leave scheduling off when the customer has not selected a time. For a scheduled lead, enter the appointment date and complete start and end times, add Appointment Notes if helpful, and save the form. The mobile app uses the phone's date and time controls. The appointment is stored with the lead and shown using local time.

After Saving

The app opens the saved lead. From the lead page you can:

• Edit customer, property, source, and notes
• Assign or reassign the salesperson
• Tap the appointment card to schedule, reschedule, or return the lead to

Unscheduled

• Open the linked customer profile
• Call or message the customer
• Review the lead's current stage in a progress strip built from your

workspace's configured pipeline names, colors, and order

• Choose Residential, Commercial, Fleet, Asphalt, Holiday Lights, or Generic

Quote before opening a new estimate builder. The saved estimate remains directly attached to this lead and carries the lead's saved brand into the builder.