New Customer
Job Type
Two or three word description of work that needs to be done. Example: Interior Repaint, Stain Deck
Description
Provide details of the work that needs to be done.
Last Name
First Name
Email
Mobile Number
Street Address
City
State
Zip
Lead Source
-None-
Web Search
Google Listing
Google Ad
Customer Referral
Returning Customer
Facebook / Instagram Ad
Home Advisor / Angi Leads
Saw Truck, Signs or Trailers
Home Show
Other (Please Specify)
Sub-Pipeline
Sales Pipeline Standard
Sub-0nboarding Standard
Stage
Customer Qualification
Estimate Scheduled
Estimate Provided
Negotiation/Review
Closed Won
Closed Lost
Vendor Contract Signed
Vendor Provided Docs
Vendor Onboarded
Vendor Terminated
Booked
Scheduled
In Process
Completed
Invoiced
Paid
Collect Review
On Hold- indefinate
Job Closed
Vendor Qualiification
Won - Needs Scheduling
Added to Quickbooks
Never Bid
Deposit Collected
On Hold