Leads & clients

Leads and clients are the same people at different moments — someone who might book, and someone who has. Sollos keeps them on one list under the hood but shows them on two pages, because you do different things to them.

Leads

A lead is a name and what they want. They arrive three ways:

• You type them in — the quick-add row at the top of the Leads page: name, phone, email, and "what do they want?", always visible.
• Your website sends them — the estimate calculator and contact form create leads automatically (see Website forms).
• They email or call — you quick-add them during the call.

Editing a lead happens right on the Leads page — the Edit button opens a small dialog for their details and the note. Leads deliberately don't open the full client profile; they're not clients yet.

Working a lead

Every lead row has Quote and Book buttons. Quote opens a new estimate with the lead selected and their "what do they want?" note already in the description; sending any estimate moves the lead to Quoted automatically. Book opens a prefilled booking — and creating any booking for a lead converts them to a client on the spot.

Becoming a client

Two doors, both automatic in effect:

1. Make client — they said yes; press it and they move to the Clients page with everything carried over.
2. Book them — creating any booking for a lead converts them on the spot. Scheduling work is the yes, so nobody has to remember the button. This includes the automatic booking created when an estimate is approved.

Either way, any open website inquiries from them are resolved automatically — the Requests badge clears itself.

Clients

A client's profile is the long-term record: address, standing notes (buzzer codes, pets), billing preferences, properties if they have several places, and their booking history. +Book from a profile starts a booking with the client, their address, AND their usual job — service, length, and price from their last booking — already filled. New estimate and New invoice start prefilled the same way, completed jobs in the history have a one-tap book again, and the stat cards ("Bookings 12", "Invoices 3") open those pages filtered to just this client.

Home photos & videos on the profile keeps the pictures and videos of the home: what the client sent when they asked for a quote, where the key is, the state of the place before your first visit. Everyone on the team sees them on the client's jobs. See Bookings → Photos.

Email client (top of the profile) writes to the client directly from Sollos: a subject, a message, and any of the files on their Documents card ticked as attachments — a countersigned invoice, a service agreement, a receipt — plus anything you add from your device (kept on the record by default). It goes to the email on their profile, on your letterhead with your logo and contact details, and replies land in your workspace's contact inbox. Every one shows up under Sent emails on the profile with what was attached and who sent it, so anyone in the office can see what the client was told. Automated mail (invoices, reminders, estimates) isn't in that list — it lives on the thing that sent it. Limits, so nobody can turn Sollos into a spam cannon: Email client unlocks a day after a workspace is created, sends at most five emails to one client per day, and every workspace has a daily cap on all outgoing email (50 in its first week, 500 after; Sollos support can raise it for a real business that needs more).

When a client leaves

Archive them — the button at the bottom of their profile, one move for everything: their open bookings are cancelled — everything upcoming, plus anything from the last two weeks still sitting unfinished, but never a job a live invoice already bills (assigned cleaners are notified and calendar events removed for the jobs that hadn't happened yet) — recurring schedules and standing invoices stop generating, their portal sign-in locks, and they disappear from every list, picker, and billing run. The confirm tells you exactly what it's about to cancel before you agree. What deliberately stays: their history, documents, and any unpaid invoices — archiving a client never archives a debt, so you can still chase and collect it. Archived clients live under the Archived toggle on the Clients page; Restore brings everything back (portal included) except the cancelled bookings and paused schedules — re-enable those on purpose if the client returns. Deleting is only for junk/duplicate entries with no history.

Network

Network (under People) is the rolodex for everyone who matters but isn't a client and never will be: realtors who send you move-out cleans, property managers, suppliers, referral partners. Name, category, company, tap-to-call phone, and notes ("how we met, what they refer, their terms"). Deliberately separate from clients — no bookings, invoices, or portal hang off these people — and from the on-call pool, which is for workers you offer shifts to. If a network contact ever books a cleaning, add them as a client like anyone else.