Lead photos

Overview

Attach site photos while qualifying a job.

Attach photos from the lead detail page. They copy to the estimate and job when you convert.

Pipeline view

Leads appear on a kanban board by status — new, contacted, quoted, won, or lost. Drag cards as the conversation moves forward.

When a lead is ready for work, convert them to a customer and estimate in one step so nothing is retyped.

Next step

Continue with Creating estimates.