Creating a lead in MovingPro is easy. From the dashboard, click New Lead. This will create both a new customer and the new job lead.
Now fill in all the information you have at the time. The first name email and phone number are required. If the move is for a business you can enter the company name and the website next is how the customer heard about you.
It is important to select the source of the lead. Filling this in every time will give you the best measure of where your leads come from.
In the job details section, select the type of move. Hourly is the default.
Next fill out the desired time, which is the date the customer would like the move to take place. If the date is already booked, you can fill in the booked date. Setting a booked date makes the job active. You can now fill in the job information. Fill in as much as you know about the move in the origin section. Select the type of location such as single-family or condominium.
Now fill in the subdivision name if there is one and fill in the address. If you have a zip code, enter it and the city and state will be filled in for you.
If there are stairs at the origin select the number of flights.
You can also set a packing date and time as well as other options.
Now you can do the same for the destination.
You can also set alternate locations here if there are stops in between the customer's origin and destination. If your company charges for extra stops add the amount at the bottom. You can add more locations if necessary.
To schedule an on-site estimate for this lead, enter it here and it will appear in your appointments list on the dashboard.
Click save lead.
You have saved a new customer and lead into MovingPro. The customer now has a new profile and you can add as many jobs to the customer as you'd like.