Leads

A lead is a potential job before it becomes an estimate. Leads come in from the public request form, phone calls (auto-created from calls longer than 10 seconds), manual entry, or messages.

New → Contacted → Quoted → Scheduled → In Progress → Completed → Invoiced → Paid, with side branches for No Response, Not Interested, and Couldn't Repair. The system advances stages automatically when you take the matching action (for example, sending an estimate moves a lead to Quoted).

1. Go to Leads.
2. Tap + New Lead or open an existing lead from the list.
3. Fill in customer + vehicle + damage details. Add photos if you have them.
4. From a lead you can: Send Message, Create Estimate, Schedule Appointment, or Mark Not Interested / Couldn't Repair.
5. Creating an estimate from a lead auto-fills the customer, vehicle, and notes.

• The Dashboard "New Leads" list shows only leads in the New stage.
• Deleting a lead also removes related drafts. You have a short undo window via the toast.
• A lead with 2+ customer-initiated reschedules shows a visual warning so you can decide whether to keep chasing it.
• Calls under 10 seconds are not turned into leads (they're treated as missed/short).

Desktop: sidebar → Leads. Mobile: bottom tab → Leads.