Updated Jun 16, 2023
Both leads and jobs are project statuses designed to help you organize your projects into two types of categories:
When your client is just a prospect (a lead).
Once they pay and become an official client (a job).
Defining which projects are leads and which are jobs is up to you. We recommend the following:
Lead status | Job status |
Prospective clients, new inquiries, or a potential booking | A booked client |
Clients that haven’t yet paid or signed a contract | Clients that have made an initial payment or signed a contract |
All new Dubsado accounts will assign all projects as "No status" because you haven't created any project statuses yet.
Click Customize to create a project status. For more information on editing your project statuses or changing the view of the statuses on your projects page, click here.