Winning work: every lead in one list

The design, in one paragraph

A lead reaches Servora two ways and only two: somebody fills in a form you built, or you type it in with Quick capture while they are still talking. Nothing reads your inbox and nothing listens to your calls, so a lead exists because a person put it there, and every lead shows where it came from. Most contractor work is sold on a phone call, which is exactly what Quick capture is for.

Build a form with your own fields

1. Open Intake forms and press New form.
2. Add the fields your trade actually needs: short text, yes or no, photos, whatever the job requires. The forms shipped with the app are a starting point, not a ceiling.
3. Share it three ways: as a link (text it, email it), as a QR code the app draws itself (print it on the van, the yard sign, the business card), or as an embed on your website.
4. Every submission opens a lead in your list automatically, marked with its source.

Where it lives: Intake forms, in the console rail. Submissions land in Leads.

Catch the phone call with Quick capture

1. They call. Open Leads and press Quick capture.
2. Name, number, and one line about what they want. That is the whole form.
3. If it looks like somebody you already know, the app says so before you save, so you check instead of making a duplicate. It warns, it never blocks.
4. Press Save lead. It lands at the top of the list with its source recorded.

Then convert it, or clear it

1. Open the lead and press Turn into a job. You choose how it will run (single job, project, or recurring service) and where it starts.
2. The lead’s notes and address carry onto the job. For leads that arrived through an intake form, the form answers also land on the job’s activity trail. (A phone lead keeps its notes on the job, but not on the activity trail. That is the one limit worth knowing.)
3. Old leads that never became work: use Declutter to archive or delete many at once. The delete previews its list first and names every lead it refuses to remove.