ServiceFlow Pro Docs
Customers & CRM

Leads

Capture and convert leads before they become customers.
5 min read

Leads

Capture prospects before they become customers, assign owners, and convert qualified leads into customer records.

Overview

The Leads page (/leads) tracks pre-customer opportunities with status, source, estimated value, and assignment. Convert a lead when you are ready to start jobs and invoices under a full customer profile.

How to access

  • Left menu: Leads → /leads
  • Create lead: New Lead button on the list (modal)
Lead actions use the same permission family as customers (customers:create, customers:update, customers:delete).

What you can do today

  • View lead list with search, filters, sorting, and pagination.
  • See summary stats (totals by status, pipeline value).
  • Create and edit leads in modals.
  • Assign leads to team members.
  • Delete leads you no longer need.
  • Create Customer — creates a customer record from the lead (or opens the existing match).
  • Create Estimate — creates/opens the customer, then opens a new estimate prefilled from a quote-engine submission when one exists.
  • Switch to Nurture view when the lead-nurturing integration is enabled for your business.
  • Place outbound calls from lead rows when telephony is configured.

Prerequisites

  • customers:view (and create/update/delete as needed) for lead CRUD.
  • Lead nurturing integration (optional) for the Nurture tab and task indicators.
  • Telephony integration (optional) for click-to-call from the list.

Step-by-step

Add a lead

  1. Go to Leads (/leads).
  2. Click New Lead.
  3. Enter name, phone, email, source, status, estimated value, and notes.
  4. Optionally assign to a team member.
  5. Save.

Work the pipeline

  1. Filter by status (e.g. new, contacted, qualified).
  2. Update status and notes as you follow up.
  3. Use row actions to edit, assign, call, or delete.

Create a customer or estimate

  1. Use the Customer or Estimate buttons on the lead row, or open the row Actions menu.
  2. Choose Create Customer to create (or open) the customer record.
  3. Choose Create Estimate to convert the lead if needed, then open the estimate builder. Quote-engine leads also prefill title, notes, and a priced line from the submission, including the original and AI photos in notes.
The lead status becomes converted. If a matching customer already exists, that customer is opened instead of showing an error.

Import leads from CSV

Use Settings → Bulk Upload with import type Leads. See the Bulk Upload guide for the CSV column template, email requirement, and optional match-by-email/phone upsert.

Use Nurture view (when enabled)

  1. Toggle the view mode to Nurture.
  2. Review scheduled nurturing tasks per lead.
  3. Indicators on the list show leads with pending tasks for today.

Current limitations

  • Nurture tasks and the Nurture view require the lead-nurturing integration flag on your business settings.
  • Convert creates a customer but does not automatically create a job or estimate — do that from the new customer record.
  • Lead permissions are tied to customer permissions; there is no separate leads-only role today.

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