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What is the difference between a Lead and a Job?
What is the difference between a Lead and a Job?
Chris Garbacz avatar
Written by Chris Garbacz
Updated over a week ago

So, what's the difference between a new Job and a new Lead?

Jobs: As soon as you create a new job it will automatically appear as Job Accepted in the workflow. The lead section of the workflow will be greyed out and unavailable, and the job is technically a confirmed job that is now booked in.

Leads: A lead is a job the has not been accepted/confirmed yet. A Lead will convert into a Job automatically if a client accepts a quote, sign a contract, pays an invoice or if you manually tick the Job Accepted box. 

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