The Prospect Management feature gives your sales and service teams a structured way to handle leads and enquiries within Joblogic. Instead of mixing potential clients with your active customer base, you can now store them separately as “Prospects” and manage them through their early sales lifecycle.

You can raise and track quotes for prospects, convert them into active customers when ready, and use dedicated views and reports to monitor lead activity — all while keeping your operational workflows focused on confirmed business.

This helps reduce admin errors, streamline sales follow-up, and give your teams better visibility across the pipeline.

Key benefits:

• Store leads and enquiries separately: Keep your prospect data clean and distinct from active customer records.
• Log quotes without creating full customers: Raise quotes for prospects without opening up jobs, invoices, or contracts.
• Convert prospects seamlessly: Automatically update customer status when a quote is won — no need for manual intervention.
• Import and export prospects in bulk: Upload multiple prospects at once and export filtered data for better lead analysis.
• Use dedicated views and reports: Access filtered tabs and dynamic reports to manage prospects more effectively.
• Avoid duplicate records: Keep customer lists tidy and reduce the risk of overlapping or outdated information.