In order to create a property as a "Prospect" in Spraye, you simply specify property status as "Prospect" when creating the property. A few things happen when you do this:


  1. The property is created but is only shown on the "Prospects" section of the properties. It will not show in your main properties list.
  2. You can assign a "Sales Visit" service to a prospect which allows you to schedule and complete a sales visit. Within the sales visit on the tech view, you'll have options to create estimates, edit property details, and sign the customer up for auto-pay right from the technician view. 
  3. You'll be prompted to add a source (sales rep, website promotion, referral, etc.) for a prospect
  4. If you create an estimate for a prospect and it's accepted, their prospect status will automatically change to "Active" in Spraye.