People
Leads
A lead is a job that is not won yet. Import it, price it, and turn it into the job when they say yes.
Orvo does not keep a second list called “sales” that nobody updates. A lead is a job in the proposal phase. The client, the address, and the estimate all start there.
Bring a list in. When the prospect accepts, that same record becomes the job you schedule, staff, and cost. You do not retype the lead into the system you actually run.
- Prospect
- Name, address, and what they asked for — before you have a contract.
- Import
- Bring leads in instead of typing every name from the spreadsheet.
- Estimate
- Price the lead like any other job. The proposal is how you win it.
- Won work
- When they say yes, the lead is the job. The file does not start over.