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Creating a residential lead or client in the web app

A residential lead/client is a homeowner or residential property owner you are creating work for (for example: a house, townhouse, or residential rental property). You can create estimates, proposals, and invoices for both leads and clients the same way.

1. From the Home screen, choose one option:

  • Click '+ Create new' --> select Lead or Client

  • Click the Lead icon on the Home screen

  • In the left navigation, click Clients → click '+ Add Lead' (or '+ Add Client')

2. Select Residential

3. Enter the contact's information

4. Click Save when you’re done

5. Enter and confirm the address

Please contact [email protected] if you need help or have questions.

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