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.

When a new lead comes in, you can accept it and turn it into an estimate without retyping everything.

1. Open the lead and tap Accept at the bottom of the screen.
2. This opens the estimate setup, where you can add technician notes and choose whether you want AI to help create the estimate.

If you turn on Generate estimate with AI, you can describe the damage in plain words — for example: 1-inch dent on the roof, medium depth.

The app uses your notes to pre-fill an estimate, and you can still edit everything before saving. AI is just there to help you move faster — you're always in control of the final estimate.

After accepting the lead, you can review the estimate builder and:

• Select the vehicle panel
• Add dents
• Adjust size and depth
• Use your pricing matrix
• Change the price manually
• Add R&I or extra services
• Add photos and notes

Once everything looks good, save the estimate.

After the estimate is saved, tap Share. You can send it by:

• Text message
• Email
• Copied branded link
• PDF download
• PNG image download

For most customers, text is the fastest option. The customer receives a branded estimate link where they can review everything and tap Approve Estimate.

When the customer approves the estimate, you'll be notified. The estimate automatically moves forward and becomes a work order, so you can schedule the job.

That keeps the flow simple: Lead → Estimate → Customer approval → Work order → Schedule job. The original estimate stays connected to the customer, vehicle, and job history.

• 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.