Managing Contractor Leads

Overview

Contractor leads help you track potential customers from first contact through to winning (or losing) the sale. BlueClerk's lead management system organizes prospects in a simple pipeline: New → Contacted → Qualified → Won/Lost.

Accessing Leads

1. Click "Operations" in the sidebar
2. Select "Leads" from the flyout menu
3. View your leads list with status, contact info, and source

Understanding Lead Statuses

New

First contact - leads you haven't reached out to yet. These could come from voice commands, manual entry, referrals, or your website.

Contacted

You've reached out but haven't qualified them yet. They know you exist and you're in conversation.

Qualified

They're a real opportunity - budget confirmed, need is clear, timeline is reasonable.

Won

You got the job! This lead became a paying customer.

Lost

They went with someone else or the opportunity fell through.

Adding a Lead

Manual Entry

1. Click "New Lead" on the leads page

2. Fill in the details:

   • Name: Customer name (required)
   • Phone: Contact number
   • Email: Contact email
   • Address: Property location
   • Source: How you found them (Manual, Voice, Referral, Website)
   • Notes: Any additional context
   • Estimated Value: Potential job value

3. Click "Create Lead"

Voice Command

Say: "Add lead [name] at [address]" - BlueClerk will create the lead automatically and set source to VOICE.

Filtering Leads

Use the status filter dropdown to view:

• All leads
• Only new leads needing contact
• Contacted leads in progress
• Qualified opportunities
• Won deals
• Lost opportunities

Searching Leads

Use the search box to find leads by:

• Name
• Email
• Phone number
• Address

Lead Statistics

At the top of the page, see quick stats:

• Total leads by status
• Conversion rates
• Pipeline value

Tips

• Update status regularly - Keep your pipeline current so you know where to focus
• Add notes - Capture conversation details so you remember context later
• Set estimated value - Helps prioritize high-value opportunities
• Use voice commands - Quickly add leads while on job sites or in the truck
• Review new leads daily - Respond fast to stay ahead of competitors

Questions

Q: What's the difference between a lead and a customer? A: A lead is a potential customer you're pursuing. Once you create a ticket or job for them, they become a customer in BlueClerk.

Q: Can I convert a lead to a customer? A: Yes - when you're ready to do work, create a ticket or job and BlueClerk will automatically create the customer record from your lead information.

Q: Where do voice-added leads come from? A: When you use voice commands like "Add lead John Smith at 123 Main St", BlueClerk creates a lead with source set to VOICE and includes any details you mentioned.

Q: How do I track estimated deal value? A: Add the estimated job value when creating or editing a lead. You can filter and sort by this to prioritize high-value opportunities.