Adding a new customer (book, quote, or save as a lead)
One simple 3-step form for every new customer — on the phone or in person.
Whenever someone new wants service, use the New customer form. It's the same form everywhere: the + New button at the top → Customer / booking, or the Add button on the Customers, Subscriptions, and business line pages.
The 3 steps
- 1Contact — type their name, phone, email, and address. If they're already in your system, the form spots it and offers to use their existing record, so you never get duplicates.
- 2Services — add one or more services to their cart (they can buy from several of your lines at once). Prices fill in automatically from your price list; you can type over any price.
- 3Finish — pick what happens next (see below).
Your three choices at the end
- Book now — they're a customer right away. Their services start, any setup fee is billed, and you can put their first visit on the schedule.
- Send quote — they get a text/email with a link to look over the price and accept it. Once they accept, they become a customer automatically.
- Save as lead — not ready yet? Save them to your Leads board to follow up later.
Tip: For services priced by size (yards, roofs, driveways), press Auto-fill from records and we'll look up the property size for you from public records.
Buttons that open the app ask you to sign in first. New to RouteStacker? Start free.
Related guides
Tracking leads (people who are interested)
Move each lead from New → Contacted → Quoted → Won so nobody slips through the cracks.
Proposals: sending good / better / best quotes
Send a nice-looking quote with options. Customers accept it online with one click.
How instant prices are figured out
Prices come from your price list, and size-based services use the property's measurements.