Add Lead — BossBuilt

New lead intake

Untitled lead

Add contact and project details to get started.

New

Lead name is required

Lead namePhoneEmailCompany (optional)Lead sourcePreferred contact method (optional)

Project address is required

Service / project type (optional)TimelineProject address

Short project descriptionEstimated budget (optional)Photos / attachments (optional)

Drag site photos or files here

Photos, PDFs and documents. Mock only — files stay on this device.

No materials noted

No visit scheduled yet

No notes yet

What happens next

1. Assigned team member visits the site and adds notes, measurements, and photos.
2. Once visit details are complete, the lead is marked Estimate Ready.
3. A team member with estimate permission creates the estimate — prefilled from the lead.