---
title: "Lead Management and Site Survey Software | ServicePilot"
description: "Lead management and site survey software: track enquiries through stages and follow-ups, book a survey and convert a lead into a customer in one flow."
url: https://servicepilot.in/features/leads-and-site-surveys/
canonical: https://servicepilot.in/features/leads-and-site-surveys/
site: ServicePilot
section: Features
updated: 2026-10-30
language: en-IN
---

ServicePilot feature

# Lead management and site surveys for service businesses

ServicePilot tracks each enquiry as a lead with stages, contacts and follow-up reminders. A site survey can be booked for a lead, and a won lead converts to a customer, so the details collected early are not typed again.

## Lead management software for small businesses in India

Field service management software (FSM) that tracks each enquiry through stages with follow-up reminders, books a site survey and converts a won lead into a customer.

A lead that is not followed up is revenue paid for in advertising and lost to a competitor who called back first. ServicePilot gives each enquiry an owner, a stage and a next date.

## Lead management: a simple pipeline

- Stages that match how you sell, from new enquiry to won or lost.
- Contacts for each lead, because the person who enquires is not always the one who decides.
- Follow-ups with dates, and an activity log for calls and meetings.
- Assignment to a telecaller or sales person, with views limited to their own leads if you wish.

## Site surveys before the quote

Many jobs cannot be priced from a phone call. Book a survey for the lead, record what was found, and use it to prepare a [quotation](https://servicepilot.in/features/quotations-and-sales/).

## From enquiry to customer

- Log the lead with source and requirement.
- Follow up and book a survey where needed.
- Quote and negotiate.
- Convert to a [customer](https://servicepilot.in/features/customers-sites-assets/) and start the contract.

## Illustrative example: a solar installer

A solar company in Jaipur gets forty enquiries a week from ads and referrals. Telecallers work the new ones the same day. Qualified leads get a survey, and the engineer's findings go into the quotation. Won leads convert to customers with the site already recorded.

## Who it is for

Businesses that sell installations or contracts, such as [solar](https://servicepilot.in/industries/solar/), [CCTV](https://servicepilot.in/industries/cctv-and-security/) and [fire safety](https://servicepilot.in/industries/fire-safety/).

## Related ServicePilot features

- [Customers, Sites & Assets Every customer with their sites, contacts and the equipment you service](https://servicepilot.in/features/customers-sites-assets/)
- [Quotations & Sales Quotations, sales orders and returns with GST on every line](https://servicepilot.in/features/quotations-and-sales/)
- [Service Requests & Complaints Log a call, raise a request and turn it into a job](https://servicepilot.in/features/service-requests/)
- [Reports Collections, revenue, receivables ageing, AMC renewals and technician performance](https://servicepilot.in/features/reports/)

## Guides on this topic

[Quotes & Payments Quotation Follow Up Message: WhatsApp and Email Samples Quotation follow up message samples for WhatsApp and email: day 1, day 3, day 7 and last follow-up, for AMC, installation and repair quotes. English and Hindi. Read the article](https://servicepilot.in/blog/quotes-payments/quotation-follow-up-message/)[CCTV & Security CCTV AMC Software for Security Installers CCTV AMC software for security installers in India: site surveys, quotations, camera inventory per site, quarterly maintenance visits and GST invoices. Read the article](https://servicepilot.in/blog/cctv-security/cctv-amc-software/)[Solar Solar Maintenance Software for Installers and O&M Teams Solar maintenance software for installers and O&M teams in India: plant records, panel cleaning cycles, inverter service, warranty tracking and AMC billing. Read the article](https://servicepilot.in/blog/solar/solar-maintenance-software/)

## Frequently asked questions

**Q: Can I assign leads to telecallers?**
A: Yes. Leads can be assigned, and a role can be set to show a person only the leads assigned to them.

**Q: What is a site survey?**
A: A visit to see the premises before quoting, for example to count points for a CCTV job or measure a roof for solar.

**Q: Can I schedule follow-ups?**
A: Yes. Each lead has follow-ups with dates, and the activity log keeps calls and notes.

**Q: Does a lead become a customer?**
A: Yes. Converting a won lead creates the customer with the contact details already captured.

[Book a free demo](https://servicepilot.in/request-demo/) [See pricing](https://servicepilot.in/pricing/)