Overview

You can find the leads via the live search, on the client's profile or by navigating to the leads list or the leads map.

On the leads map you can find all the current leads. It helps the estimators to see how far/near the leads are and which of the leads they should estimate based on the locations.



On the Map, the pins have different colors for different lead factors:
Blue - Regular
Yellow - Priority
Red - Emergency
Green - not Assigned

When you click on the lead, a pop-up window opens. Here you will find the client’s information.



To create an estimate for the lead, please click on the “Create Estimate”.
To add or change the estimator, please choose the estimator from the list and click on the “Assign”.

Filter the pins on the map

To access the filter, please click on the icon in the top right corner of the screen.



In the “Show on the Map filter” section you can choose if you want to see "Leads", “Tasks” and/or “GPS Tracking” pins on the map.



In the “Lead Filters” section you can filter the pins on the map based on their lead priority, users, services, products and/or bundles.



In the “Task Filters” section you can filter the pins on the map based on their task users, categories and date.



Multi-Pin Actions

With this feature you can:
Quickly assign an Estimator to multiple Leads
Quickly create Tasks for multiple Leads and assign an Estimator to them

To use this function, you need to press and hold the CTRL key and left-click on the required pins on the map (maximum 23). The selected pins will change their color.
The button "Assign or Schedule" will appear in the lower right corner. The number on this button indicates the number of selected pins.



Assign leads

Clicking the button "Assign or Schedule" will give you the choice to assign leads to an Estimator or create appointment Tasks for the selected lead.
To assign an Estimator to the selected pins, on the "Assign leads" section, select Estimator and click on the "Assign N leads" button (the number will indicate the number of selected pins).



Schedule appointments (create Tasks)

To schedule appointment Tasks, you need to select the "Schedule appointments" section. In this window, you need to specify the Estimator for which Tasks will be created, the day and time range in which Tasks will be created.



After clicking Schedule N Leads (the number will indicate the number of selected pins), the selected Leads will have the assigned Estimator.
All created Tasks will be displayed on the map, they will also be recorded in the Office Schedule. Tasks are created with an optimized path to follow.

The duration of the Task is specified in the Company Management - Appointment task length (minutes) settings.

Please note that the travel time will also be included at this time.