In this article, you will learn how to capture new inquiries, track potential clients through your pipeline, and convert won leads into scheduled jobs using the mobile app.
Managing your sales pipeline directly from your mobile device allows field service leaders to capture opportunities immediately, nurture prospective clients, and close deals faster while on the go. Converting closed deals directly into jobs automatically pre-fills client data, saving time and eliminating repetitive data entry.
Creating and Qualifying a New Lead
In order to log a new inquiry, you will need to access your JobyDesk mobile app.
1. Open the New Lead form:
Tap the floating + icon on the main dashboard and select New Lead, or navigate to Leads in the left sidebar menu and tap the floating + button in the bottom right corner.
2. Enter Contact Information:
Fill out the client’s contact details in the Contact section:
- Input the potential client’s Full Name, Phone Number, and Email Address.
- Tap the Street Address field and begin typing to use the smart address search. Select the correct match to automatically populate the street address, city, state, and zip code.
3. Fill in Lead Details:
Scroll to the Lead Detail section to add context to the opportunity:
- Select a requested work option from the Service Requested dropdown.
- Set the initial status using the Status dropdown (defaults to New, or select Contacted, Quoted, Follow-up, Won, or Lost).
- Choose the marketing channel from the Source dropdown.
- Enter the Estimated Value, set a Follow-up Date, and add any relevant notes in the Notes field.
4. Save the Lead:
Tap Create Lead at the bottom or Save in the top right corner.
Managing Pipeline and Converting a Lead to a Job
In order to update opportunity statuses and schedule work, you will need to access your Leads section from the left sidebar menu.
1. Filter and Update Lead Statuses:
Use the top filter bar on the Leads dashboard to filter by stage (All, New, Contacted, Quoted, Follow-up, Won, or Lost). Quickly move opportunities between stages by tapping the action buttons directly on the card.
2. Mark Lead as Won:
Tap a lead card to open their full profile. Tap the status dropdown in the top left and select Won once the customer accepts the proposal.
3. Initiate Job Conversion:
Scroll to the Actions section at the bottom of the profile and tap Convert to Job.
4. Complete Job Creation Steps:
- Step 1 (Location):
Verify the customer address. Optionally add an address label or location note (e.g., gate codes), check the box to save the address to the account, and tap Next. - Step 2 (Details):
Confirm the pre-populated job type, source, and notes. Set the Priority level and tap Next. - Step 3 (Schedule & Assignment):
Set the Start Date, Start Time, and duration/end time. Assign a team member under Assign Technician and tap Next. - Step 4 (Review):
Review the summary, tap Create Job, and select View Job.
Your won opportunity will now appear as an active work order on your Job Dashboard.