Convert a lead to a job

  • Updated on Mar 31, 2026
  • Published on Mar 3, 2026
  • 2 minute(s) read
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Overview

After you’ve captured a lead, followed up on it, and determined the customer is ready to book a job, you’re ready to convert it. Before you begin this process, make sure a customer and location record are created so you can book the job.

 Who uses this feature

  • CSRs

  • Applies to all business types

Feature configurations

  • Account configuration is required to use this feature. Please contact Technical Support for details.

Things to know

  • If you cancel a job that has been booked through a lead, make sure to change that lead's status back to Open, if applicable. Canceling a job that has been booked through a lead doesn’t automatically change that lead's status back to Open.

  • Dismissed leads can be manually converted back to Open status by going to Search > Lead. After you open the dismissed lead, click Restore Lead.

Best practices

  • To prevent leads that have actually been converted to a job from remaining open, be sure to book the related job through the lead record.

  • While it’s not required to capture leads, we recommend that you set recall, warranty, and lead job booking guides so you’re prepared for different workflows.

Convert a lead to a job

  1. Find and open the lead record.

  2. Click Convert Lead at top of the lead.

  3. On the Convert Lead? pop-up that opens, you can choose to copy any existing notes from the lead over to the customer or location record. 
    UI of the Convert Lead? pop-up

  4. Click Continue. The Calls screen opens.

    1. If the lead was attached to a customer and location record when it was captured, those records will automatically populate and the location will be pre-selected for you.
      Location record automatically populates

    2. If the lead was not attached to a customer or location record, any details captured in the Call Summary section of the lead will automatically populate. If you haven’t yet created a customer and location record, do so now.
      If the lead was not attached to a customer or location record, any details captured in the Call Summary section of the lead will automatically populate

  5. Finish booking the job. 

    Note: When you book the job, make sure to use the Customer tab (not the Lead tab) in the Search for customer section on the Calls screen. You can’t book a job from the Leads tab.

After you convert a lead to a job, the lead disappears from the Follow Up screen. To view converted leads, go to Search > Lead. 

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