FIELD LEAD MANAGEMENT
Your technicians meet potential customers while they are already on site. KaryaFlow helps them capture the opportunity in the mobile app, then gives the office a clear starting point for follow-up, visits and quotations.
THE SHORT ANSWER
It helps a service business record potential work discovered by people in the field, share it with the office and decide what to do next. In KaryaFlow, the technician captures the lead in the mobile app; the office can follow up, plan a visit and share a quotation.
AFTER THE SITE VISIT
A technician finishing an appliance repair hears that the customer also needs another unit serviced. The technician may remember the conversation today. By next week, the office still needs the contact details, the service interest and a reason to call.
Field Leads gives that conversation a shared record. It is an opportunity to follow up, separate from the repair job already completed.
FROM CONVERSATION TO DECISION
These are the usual handoffs. Your team can call or revisit before quoting when the scope is still unclear.
A technician records the person, service interest and site details while the conversation is fresh.
On the technician's phoneThe shared Field Leads view gives the office a place to find the lead and its current status.
One team viewCall the prospect or arrange another visit when the work needs a closer look.
Follow-up or revisitSend the estimate on WhatsApp or as a direct link so the customer can review and accept it.
Customer reviewWhen the opportunity is won, the office updates its outcome and moves the agreed work forward.
A clear resultWant to see the handoff with your own field team?
Walk through Field LeadsINSIDE KARYAFLOW
The office view keeps the lead state, service interest, follow-up and site revisit in one row. When a technician collects a new opportunity, the office can review what needs attention without reconstructing the conversation from messages.
Read the broader lead follow-up guide
The mobile Field Leads form records a name or business, phone number, service interest, address and notes. The current capture flow also asks for a proof photo. A technician can identify a follow-up or site revisit as the next action.
That gives the office enough context to start a conversation, whether the opportunity came from a CCTV visit, an appliance repair or another service call.
Some opportunities need only a call. Others need a second visit to confirm the scope. The office can follow up by phone, reschedule the visit and keep the next date visible with the lead.
When the work is clear, your team can share a quotation through WhatsApp or a direct link. The customer can open the link to review and accept it. See how KaryaFlow quotations work.
ILLUSTRATIVE EXAMPLE
During a water-purifier repair, a technician learns that the customer also wants a maintenance visit for another unit. The technician captures the enquiry in Field Leads. The office calls to confirm the need, arranges another visit if required and shares a quotation. The customer reviews it, and the office records the outcome. The same handoff can support CCTV, HVAC, appliance and other field-service teams.
BUILT FOR FIELD CONVERSATIONS
Any team that discovers new work during a customer visit needs a way to hand the opportunity back to the office.
PRACTICAL QUESTIONS
What the technician records, what the office sees and what happens before a service job begins.
A technician opens Field Leads in the mobile app and records the prospect's details and service interest. The current capture screen also has address, notes, proof-photo and next-action fields.
The office sees them in KaryaFlow's Field Leads view, with status, service interest and next follow-up or site-revisit information alongside each entry.
Yes. The office can follow up by phone and reschedule a visit when the prospect needs another discussion or site check. The Field Leads view keeps the next action visible.
Yes. Your team can share a customer quotation through WhatsApp or a direct link. KaryaFlow's quotation page explains how the estimate and approved work fit the service workflow.
Yes. The customer can open the shared link to review and accept the quotation. Your team should still confirm the agreed scope before scheduling the work.
Yes. The office can record a won outcome for the opportunity. The team can then handle the agreed work through its quotation and service job workflow.
CCTV, appliance, water-purifier, HVAC and other field teams can discover new work while visiting customers. The details differ by trade, but the technician-to-office handoff is similar.
SEE THE WORKFLOW
Walk through a technician capture, an office follow-up and a customer quotation with your own service scenario.
KaryaFlow