Creating Your First Lead

CREATING YOUR FIRST LEAD AND ADDING JOB DETAILS

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Overview

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Adding a new lead in ContractQ is quick and simple. Whether you're in the office or on the go, you can start a new lead from anywhere in the app using the Quick Links or by selecting Add Lead from the Jobs screen.

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This guide walks you through entering your lead’s contact info, address, and job details—all in just a few steps.

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ADDING A LEAD

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You can begin adding a lead by:

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• Clicking Quick Links → Add Lead from the top menu

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Required Fields:

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To save a lead, you must enter:

• Last Name (job contact or customer)
• First Name (job contact or customer)

Company Logo – You can upload or drag and drop your Company logo in the Company Logo section as shown below – please note the only accepted file formats are PNG or JPG, also the file size cannot exceed 2MB

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Optional Fields:

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To enrich the lead record, you can also include:

• Billing Address (uncheck “Same as Job Address” to enter separately)
• Email Address (Primary + Secondary via + Add)
• Phone Number (Primary + Secondary via + Add)
• Job Address
• Billing Address (uncheck “Same as Job Address” to enter separately)

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ADDING JOB DETAILS TO THE NEW LEAD

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Once you’ve entered contact and address info, fill out the Job Details section:

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• Job Type: Choose Residential or Commercial
• Job Name: Auto-fills with the last name but can be customized
• Salesperson: Assign a team member if desired
• Type, Trade, Sub-trade: These dropdowns pull from your Settings → Job Management‍
• Subcontractor: Optional field for assigning a limited-access subcontractor (they can only view and update jobs they are assigned to—ideal for field collaboration)

Job Notes

Add any internal notes in the Job Notes section—use formatting and bullets if needed to keep things organized.

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Saving and Proceeding

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Once you’ve entered all desired information:

• Click Save & Proceed to go directly into the job file
• Or choose Save & Exit if you want to return later

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Pro Tip 💡

For best results, make sure your Job Management Settings (trades, types, etc.) are fully built out. This helps your field team quickly find the right info—no guessing, just tapping.

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