Our system currently has 4 different statuses that can populate when you create an account, or an estimate inside of your system. If you're wondering what the difference between these are please continue reading this article to get a much better understanding of when, and how these accounts receive the status titles below.
To find the "status" of any accounts you can search the "client" name using the search bar at the top of your dashboard (yellow square), and this will show active/inactive(red square) and customer/prospect(blue square) as seen below in each individual title.
For each of these potential client or customer statuses there are several things that can make their status any of the below.
Below I have attached images with each option showing their status inside of their estimate(pink square), as well as their client status.
Active Prospect:
1.) Lead integrations: if your company has any lead providers, or a request form (typically found on your website) and this is integrated within the system for you, when these leads populate directly into MoveitPro they will be under the status of "Active Prospect" because of them not having any full estimates inside of the system.
2.) Pending Jobs: if you have an account inside of the system for a potential customer who's estimate you have gone through entirely, saved, and marked as pending this is going to populate as an active prospect because they have not decided to move with your company yet so they are not officially a customer at this stage. This is the same concept if they have more than one estimate inside of their account and they are all marked as 100% and pending.
Inactive Prospect:
1) Not Interested: If the prospect/lead decides they are not interested in moving with your company before they have anything on the schedule with your company this would populate them as an in-active prospect.
2) Follow-up Automation fall off: If the prospect has not decided to move with your company within the amount of time of your follow-up automation they will fall off as an inactive client. (Follow-up automation is set up on the back-end, this is how frequently this lead will populate into the leads tab for contact purposes)
Active Customer:
1.) Booked Job(s): If the potential customer has ANY booked jobs under their client account, this is going to mark them as a customer, and active as their move has not happened yet. This is the same concept as if they have multiple jobs inside of their account, and they are not ALL marked as completed.
Only one estimate & job is booked:
Multiple estimates with only SOME completed:
Inactive Customer:
1.) Completed Job(s): If the customer has only one job inside of their account and this is closed out, this is going to populate as an inactive customer because their job has been completed. This is the same concept if they have multiple jobs inside of their account and they are all completed.
3.) Cancelled Jobs: If the client had at one point a job booked onto your schedule and this was cancelled this is going to turn them into an inactive prospect because their job was never completed or started.
