Work a lead until it books

Open a lead to see everything about the move on one page. The bar at the top jumps to each part: Next step, Conversation, Quote, Move, Inventory, Activity and Files.

The top of the page

• The stage (New, Contacted, Survey booked, Quoted, Follow-up, Booked) and the key numbers: move date, estimate, chance to book and how long the customer has been waiting on you.
• Create quote opens the estimate builder for this lead.
• Close as marks the lead Lost (with a reason) or a Bad lead that never had a chance.
• A pinned note shows at the top for everyone. Clear the text and save to unpin it.

Next step

Set the follow-up date and what to do next. The lead score shows how likely the customer is to book and why. Get AI insights asks Skipper for a short read of the lead and a reply you can copy.

Talk to the customer

Call, text, email or send a letter from Conversation. Log every call with its outcome (Reached, No answer, Left voicemail...). Notes go in Activity; type @ and a name to alert a teammate.

Size the move

In Inventory, list the items room by room (Pick by picture makes it quick), or Send to customer so they fill in the list themselves. Volume and weight add up by themselves; Use totals in estimate puts them on the quote.

Files

Photos, PDFs and signed documents for this move. Send to sign next to a document sends it to the customer for an e-signature.