Convert a Lead and Create Job
In DreamzFSM, converting a lead and creating a job is a streamlined one-step process that turns a qualified lead directly into an actionable field job — automatically creating the customer record and opening the job creation screen so your field team can get to work without delay.
Overview
Open the Lead list, click Convert next to the desired lead, and select Convert Lead and Create Job. DreamzFSM automatically converts the lead into a customer and opens the Job creation screen with the customer details pre-populated. You then enter the job details — such as service type, schedule, location, and assigned technician — and click Save to create the job. This single workflow eliminates duplicate data entry and keeps your pipeline, customer records, scheduling, and billing seamlessly connected from first contact to field execution.
Here is a reference video:
Steps to Convert a Lead and Create a Job
Step 1 – Navigate to the Lead List
From the menu, click on Pipeline and then click on Lead to open the Lead List.
Step 2 – Select Convert Lead and Create Job
On the lead list, click on the Convert icon next to the lead you wish to convert, then click on Convert Lead and Create Job.
Step 3 – Enter the Job Details
This function allows you to convert the lead to a customer and directly create a job. The customer information is automatically pre-populated from the lead. Enter all relevant job details such as service type, job description, location, schedule, and assigned technician.
Step 4 – Save the Job
Once all the job details have been filled in, click Save. The lead will be converted to a customer and the job will be created and made available for scheduling and dispatching to your field team.
Tips for Converting a Lead and Creating a Job
- Use the Convert Lead and Create Job path when a lead is ready to be actioned in the field — this creates the customer record and job in a single step, eliminating duplicate data entry.
- Verify the pre-populated customer and contact information before saving the job to ensure that address, phone, and email details are accurate for your field team.
- Assign the job to the appropriate technician and set a schedule at the time of creation so it immediately appears on the dispatch board and technician calendar.
- Include a clear job description and any relevant notes from the lead conversation so your technician arrives fully informed about the customer's needs.
- Once the job is saved, use DreamzFSM's scheduling and dispatching tools to manage the job's progress from assignment through to completion and billing.
Frequently Asked Questions
How do I convert a lead directly into a job in DreamzFSM?
Go to Pipeline → Lead, locate the lead you want to convert, click the Convert action icon, and select Convert Lead and Create Job. The system will automatically convert the lead to a customer and open the Job creation screen with customer details pre-filled.
Do I need to manually create a customer record before creating the job?
No. The Convert Lead and Create Job function automatically converts the lead into a customer record as part of the same process. You do not need to create the customer separately before creating the job.
What job details can I enter during this conversion?
You can enter all standard job details including service type, job description, location, scheduled date and time, and the assigned technician. The customer information is pre-populated from the lead record.
What happens to the lead after I convert it and create a job?
The lead is converted to a customer in DreamzFSM and the job is created and linked to that customer. The job will be available for scheduling, dispatching, and billing, maintaining a complete audit trail from the original lead.
Can I still convert a lead to a quotation instead of a job?
Yes. From the Convert action on the lead list, you can choose between multiple conversion options including Convert to Quotation, Convert to Customer, Convert to Opportunity, and Convert Lead and Create Job, depending on where the lead is in your sales process.
Related Articles
- Lead List
- Convert a Lead to a Customer
- Convert a Lead to Opportunity
- Convert a Lead and Create Quotation
- Create and Manage Jobs