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”.

To filter the pins on the map, please click on the icon in the top right corner and tick the ones you want to see on the map.



On the map, you can also see the vehicles and tasks.

There is an option to track the vehicles on the map. To turn GPS tracking for vehicles on, please switch the toggle on.

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