How to Add a Lead and Capture Job Notes
A lead in SnapEstimate Pro is the record for one potential job. Photos, notes, voice memos, and the estimate all live on the lead.
Step 1: Add the lead
From the home screen, tap Add Lead (or go to Leads → New Lead).
Enter:
- Customer name — who you're quoting
- Phone — best number to reach them
- Address — the job address (this also helps with route planning)
- Service type — fence, deck, roof, paint, etc.
- Short message or note — what they reached out about
Tap Save. The lead is now in your list.
Step 2: Add job notes
Once the lead exists, open it and tap Add Note. Use the text field for short notes ("gate code 1234") or tap the microphone for a voice note.
Voice notes are best for:
- Describing scope ("they want a 6-foot privacy fence along the back property line, about 80 feet, with one gate")
- Capturing details while you're walking the job
- Anything you'd rather say than type
Voice notes are transcribed automatically. You can edit the transcript later.
Step 3: Capture photos (optional but recommended)
While you're on-site, tap the camera icon to take photos. Photos go straight into the lead — they don't clutter your camera roll. Take:
- A wide shot of the area
- Close-ups of anything unusual (damage, materials, access issues)
- A reference shot of any measurements you wrote down
Step 4: Confirm the service type
The service type tells the app what kind of job you're quoting. If you picked the wrong one during quick capture, change it now — it affects how the estimate is drafted.
Step 5: Save and continue
Once you've captured the lead, notes, and photos, you're ready to create the estimate from this lead. See How to create your first estimate.
Tips for cleaner leads
- Add the lead before the walkthrough starts. It only takes a minute and means everything else has a home.
- Use voice notes for scope. Faster and more natural than typing.
- Don't worry about perfect notes. You can edit, add, and clean up later.
- One lead per job. Don't combine two separate jobs into one lead, even for the same customer — give them their own records.