Track Leads & Generate Estimates

The Service Program allows you to enter and maintain leads and estimates for both potential and existing customers.

Track Leads & Generate Estimates

The Service Program allows you to enter and maintain leads and estimates for both potential and existing customers. When a job is awarded, an invoice is generated for that estimate and seamlessly integrated with QuickBooks®. For your convenience, you do not have to enter a lead into QuickBooks if they are not an existing customer.

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From the Leads and Estimates menu you can:

  • Create customizable estimates
  • Limit what columns are printable
  • Easily change column headings on a per estimate basis
  • Calculate price on a per linear or square foot basis
  • Maintain leads by individual customer or customer grouping
  • Set up a task to schedule follow-ups with leads
  • Utilize estimate list to follow-up with leads/customers and track lapse times
  • Enter and print an unlimited number of detailed estimates, including the date the job was awarded or rejected and the reason why rejected
  • Track jobs that were awarded and rejected and why
  • Generate a work order directly from an estimate

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