A lead is someone you're quoting for the first time. A client is someone you've already worked for. You can create estimates and invoices for both in the same way.
1. In the bottom bar, tap Create, then Lead or Client.
2. Choose Residential or Commercial at the top.
3. Enter the name, phone and email. Leave This is a new lead on for a lead, or turn it off to save the account as a client. Choose the Account Owner and add any Notes.
4. Tap Next.
5. Type the property address and choose it from the list.
6. Check the pin on the map. To move it, long-press the right spot on the map. Then tap Confirm property to save the account and its property.
đĄ To save only the person's contact details, tap Skip on the address screen. You can add a property later from their page.
Platform notes (iOS vs Android)
The steps are the same on iOS and Android.