Review the request

Open the lead and confirm the customer name, service, address, source, urgency, contact details, and consent. Correct information before scheduling work.

Move the lead forward

  1. Assign an owner if routing did not assign one automatically.
  2. Call, text, or email from the lead when consent allows it.
  3. Update the status so the rest of the team sees what happened.
  4. Add notes that explain the next action.

Convert when work is ready

Select Create job when the request is qualified. Fieldiz keeps the original source, messages, customer, service location, and activity connected to the new job. The lead remains part of the history instead of becoming a duplicate customer record.