Skip Navigation LinksMoney Tracking > Tracking Open Leads

To get started, all you need to do is select the Open Leads item from the Money Tracking display as shown on the Overview page

Another way to access the same information is to select the option from the Reports tab on the top menu

 

Upon selecting Open Leads, the following will appear

 

NOTE: If you selected the Open Leads from the Money Tracking Display, there is a chance that the totals on the report as shown below will not be the same as the totals from the Display.  That is because of the default date range that is automatically populated from the system as show above.  Increase the date range to find older leads that may inadvertingly not be closed.

 

The data on this report comes from all new job estimates that have been entered into the system that have not either been approved, rejected or invoiced.  That is why you will see most job estimates with a status equal to New on the right hand side of the report.  This also includes Change Orders that have not been approved, rejected or invoiced.

 

Perhaps you wish to look at your oldest leads, or perhaps you wish to search by the biggest outstanding jobs from a financial perspective, or maybe you have multiple people preparing estimates and you wish to review by Estimator.  The data on this report can be sorted in ascending or descending order for the following fields.

 

Managing the leads is easy.  Just select the Job Estimate and then either approve it, decline it or invoice it. 

Note that when selecting, you can select EITHER a Job or Estimate, with a different result.

By selecting a Job above, you will be brought to the Job Summary screen and then need to go to the Estimates Tab to select the Estimate #3108 as shown below.

 

By selecting the Estimate #3108 from either the Report as shown two images above, or the above image if you went to the Job Summary first will then bring you to the following in order to change the Status.

Upon selecting an action from above, the job estimate will leave the Open Leads Report.  Declining the estimate removes it all together.  Approving the estimate will move the information to the Open Jobs Report.  Invoicing the estimate will move the information to the Unpaid Collections Report.