Leads are the first stage of any job in Táve. They can be manually added using the ‘New Lead’ button on the dashboard or they can be added automatically through one of the many Contact Form options.
Leads are where you’ll have your initial dialogue with a potential client. You’ll be sending them email templates (to speed up communication), discussing scheduling, and sending them a quote, questionnaire and contract to get them booked officially.
Quick Tip: You can create some awesome reports when you define where your leads come from.
- Stage 1: Lead - The first of four stages of a job. You haven’t yet turned the lead into a job.
A job is a lead that has been booked.
When working with your clients in Táve, they will always be attached to a job. We book them by sending them a quote or invoice which could also include a questionnaire or contract and receiving payment.
There are a number of things you can do while working with a job. You can create additional sales orders, send another questionnaire, and manage all of the tasks associated with getting the job all the way through to the completed stage.
Quick Tip: The new lead worksheet we used when we first created the lead is now the job worksheet and can be edited at any time from the job overview page.
- Stage 2: Booked - The second stage of a job. The client is officially booked but it is still before the primary job date or session.
- Stage 3: Fulfillment - The third stage of a job. This is after you’ve completed the primary session. The fulfillment stage is when you deliver the goods or services you provide.
- Stage 4: Completed - The final stage of a job. All tasks are complete and balances paid in full.