Leads & customer context
Save the customer's details, find the original request and carry contact context into an appointment. Backbone keeps leads, appointments and jobs linked as you record the next step.
01 / Start with the customer
Add a lead with a name, an email or phone number, and notes about the request. Search your leads by name, contact details, notes or source when you need the context again.
Record progress as New, Contacted, Qualified, Converted or Lost. The status describes your record; it does not send a message or book a visit.
When adding a lead manually, customer follow-ups have a separate opt-in control. Configured owner alerts are separate from customer messages.
02 / Bring your existing list
Use a spreadsheet you already have to create lead records. Review the file in the workspace, then import the contacts you are ready to keep there.
name, email, phone, notes and status.An empty status becomes New. Use the workspace template to start with the supported column names.
A matching email or phone is skipped, including repeated contacts within the same file. Import does not merge or overwrite existing records.
Email matching ignores letter case. Phone matching ignores spaces and punctuation but keeps country-code digits, so use a consistent country-code format.
03 / Record the next step
Schedule from a saved lead to prefill the customer's name, email and phone. Create a job from the appointment to carry over the customer name, service and address, with links back to the original records.
Fictional example — nothing is saved or sent.
Alex Example
alex@example.com
Note: “Kitchen tap is dripping. Please arrange a visit.”
QualifiedTap repair · Alex Example
Choose a date and time in the business timezone. The appointment stays linked to the lead.
ScheduledTap repair · Alex Example
Record the work, its status and an optional value. The job stays linked to the appointment and its lead.
PendingLead contact details prefill the appointment. Lead notes remain on the lead, so add any appointment-specific instructions yourself. Creating a job from an appointment prefills the customer name, service and address.
These are linked records, not a merged customer timeline. Recording a job value or marking a job invoiced does not create an invoice or collect payment.
The example above is a walkthrough, not a booking tool. In your workspace, review the details before saving each record.
Put the records to work
The Morning Brief brings saved appointment, lead and job records into the day's overview.