A lead in Scaffold is any homeowner or potential customer you're pursuing. Here's how to add one manually and what each field means.
Click Leads in the left sidebar, then click the + New Lead button in the top right.
Enter the homeowner's name and at minimum one contact method — phone number or email address.
Enter the property address. This is used for the canvassing map and for generating estimates.
Select a Lead Source — how did this lead come in? (Canvassing, Referral, Storm, Website, etc.) This powers your conversion analytics later.
Assign the lead to a rep using the Assigned To dropdown. If you're the only user, it defaults to you.
Add any notes from your first interaction in the Notes field.
Click Save Lead. The lead is now in your pipeline at the New stage.
You can also add a lead in seconds from the canvassing map — tap a house and select Add Lead without leaving the map.
Once saved, the lead's profile page lets you log calls, send texts, create estimates, schedule follow-ups, and run the AI Sales Coach — all in one place.
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