New Lead

What is a lead?

A lead is a new request from a customer. Create one when someone calls, texts, submits a form, or needs help with a water problem.

A guided form for office staff to capture the right details while the customer is on the phone.

Before you create the lead

Customer name, property address, city, service needed, water issue details, and lead source are required.
If this is active water or an emergency, choose the matching urgency before submitting.
Add a follow-up date when the customer expects a callback or inspection scheduling next.

1. Customer

Start with the person on the phone. A matching active customer will be reused when possible.

Customer Name (Required)Use the caller's full name when possible.PhoneUse the best callback number for scheduling.EmailAdd email when the customer wants proposal or photo follow-up by email.

Customer says it is OK to text this phone number.Use only when the customer clearly agrees to receive Sferra texts. Texts include STOP and HELP language.

2. Property

Capture enough location detail for a fast estimator handoff.

Property Address (Required)City (Required)CountyCounty helps with routing, permits, and service-area reporting.

3. Service And Water Issue

Use plain language. The details will become the lead description, property water summary, and intake log.

Service Needed (Required)Keep this short; details go in the water issue box.

Urgency

Choose emergency only when staff should treat the call as immediate active-water response.

NormalActive WaterEmergency

Water Issue Details (Required)Include location, timing, amount of water, and anything already tried.

4. Routing

Set the source, contact preference, owner, and next follow-up before submitting.

Lead Source (Required)Start typing to use an existing source or add the caller's stated source.Preferred Contact MethodThis controls how staff should follow up first.Assigned EstimatorLeave unassigned if dispatch or office should choose later.Follow-Up DateSet this when a specific callback or scheduling window was promised.

Submitting creates the customer, property, lead, intake log, and follow-up task.

Internal New Lead

Phone Intake

New Lead

What is a lead?

A lead is a new request from a customer. Create one when someone calls, texts, submits a form, or needs help with a water problem.

A guided form for office staff to capture the right details while the customer is on the phone.

Before you create the lead

Customer name, property address, city, service needed, water issue details, and lead source are required.
If this is active water or an emergency, choose the matching urgency before submitting.
Add a follow-up date when the customer expects a callback or inspection scheduling next.

1. Customer

Start with the person on the phone. A matching active customer will be reused when possible.

Customer Name (Required)Use the caller's full name when possible.PhoneUse the best callback number for scheduling.EmailAdd email when the customer wants proposal or photo follow-up by email.

Customer says it is OK to text this phone number.Use only when the customer clearly agrees to receive Sferra texts. Texts include STOP and HELP language.

2. Property

Capture enough location detail for a fast estimator handoff.

Property Address (Required)City (Required)CountyCounty helps with routing, permits, and service-area reporting.

3. Service And Water Issue

Use plain language. The details will become the lead description, property water summary, and intake log.

Service Needed (Required)Keep this short; details go in the water issue box.

Urgency

Choose emergency only when staff should treat the call as immediate active-water response.

NormalActive WaterEmergency

Water Issue Details (Required)Include location, timing, amount of water, and anything already tried.

4. Routing

Set the source, contact preference, owner, and next follow-up before submitting.

Submitting creates the customer, property, lead, intake log, and follow-up task.