Win and keep good work
Answer faster. Follow up until the work is won or lost.
Inquiry capture, assignment, qualification, follow-up, source tracking, and conversion.
Useful to the people doing the work
Where leads fits
CSR and office
Capture the right details and keep the next action visible.
Sales
Move opportunities forward with the history and ownership intact.
Owner or manager
See where work is being won, delayed, or lost.
See leads in Service Opus
How the work moves
A practical way to run this workflow
Capture every inquiry, qualify it quickly, and move real opportunities into quoting or booking.
Who uses it
- CSRs and office staff receiving calls, forms, referrals, and repeat-service requests.
- Sales teams managing pipeline ownership and follow-up.
- Managers measuring lead quality by source and outcome.
Set it up right
- Define lead sources, service categories, urgency levels, and required intake fields.
- Create ownership rules for new leads and overdue follow-up.
- Agree when a lead becomes a quote, booking request, job, or disqualified record.
Run the workflow
- Create the lead as soon as the inquiry arrives.
- Link or create the customer record and capture site, contact, problem, source, and urgency.
- Assign an owner and next follow-up date.
- Qualify budget, scope, timing, service fit, and decision-maker details.
- Convert qualified leads into quotes, booking requests, or jobs with the original context attached.
Do not let this slip
- New leads have a source, owner, status, and next action.
- Stale leads are reviewed before weekly pipeline meetings.
- Disqualified leads include a clear reason.
- Converted leads retain the original request details.
What it hands off to
- Customers for account context.
- Quotes and Estimating for sold-scope development.
- Booking and Portal for customer-selected appointment requests.
- Marketing for source and campaign performance.
See it with your process
Walk through leads using the way your company works today.
No generic slide deck. Bring a real handoff, problem, or operating question and see how the workflow fits.