What’s the best way to manage and track leads in Jobber?

The new pipeline feature has been great! We have added some of our own categories which helps a lot. 

I have been on the pipeline trial.  I think it is quite good, but I do need to put more effort into learning it completely. 

 For me, it gives a quick overview of where I need to put daily efforts - is it chasing old quotes - are they commercial or domestic, do I need to follow up with the team on bookings etc.  

For me it works.  

Jobber is rolling out a pipeline feature that basically makes a kanban view of what NJones just described. We are in the process of integrating Go High Level with jobber which can automatically move people through and drop them in to different automation sequences. There is a prebuilt mod called Snipey lead that had a lot of these mostly set up and you just have to tweak them. The integration between Jobber and Snipey is done through a bunch of zapier zaps. Kind of a pain to set up but once you get it going, it takes all you jobber stuff and super charges it. 

I don't think it's realistic for Jobber to be excellent at everything (although they are certainly trying) so you have to explore some of the integrations to make you business seamless. 

SnipeyLead | Convert More Home Service Leads Into Sales

What has worked well for us is keeping it simple and creating clear stages inside the system. Instead of leaving everything in new request, move leads through a few defined steps like new lead, contacted, waiting on client, scheduled, and closed. That way you can see exactly where everyone sits. Tags or custom fields can also help track where the lead came from so you know what marketing is working. For follow ups we rely on tasks or reminders tied to the request, so nothing falls through the cracks. The biggest thing is making sure every lead gets moved to the next stage quickly, so the pipeline stays clean and easy to review.