Adding Leads: Manual, Voice & Screenshot

The Green + Button

However you want to add a lead, it all starts with the same thing: the big green + button in the bottom corner. Tap it and you'll get three options: Manual, Voice, and Screenshot. Pick whichever suits the situation.

Let's go through each one.

Manual Entry

This is your classic, type-it-in approach. Best for when you're at your desk or have a minute to sit down and do it properly.

1. Tap the + button and select Manual
2. Fill in the customer's name — first and last
3. Add their phone number and/or email
4. Pop in the address if you've got it
5. Add a description of what they need — "Leaking tap in kitchen" or "Full rewire, 3-bed semi"
6. Hit Save

That's it. The lead appears in your pipeline under "New."

You don't have to fill in every field. Name and phone number is enough to get started. You can always add the rest later.

Example: Customer calls while you're on a break. You've got two minutes. Tap +, Manual, type "Dave Thompson, 07700 900123, blocked drain," save. Done before your tea goes cold.

Voice Entry

This one's a game-changer when you're on the road or up a ladder. Instead of typing, you just talk.

1. Tap the + button and select Voice
2. Hit the microphone icon and speak naturally
3. Say something like: "New lead, John Peters, oh seven seven double-oh nine hundred four five six, needs a boiler service in Stockport"
4. A.X.E.L will extract the details and fill them in automatically
5. Check it looks right, tweak anything that's off, and hit Save

It's not magic — speak clearly and include the key bits: name, number, and what they want. The AI does a solid job but give it a once-over before saving. Postcodes and unusual surnames sometimes need a quick edit.

When to use it: You're driving (hands-free, obviously), you're on site with dirty hands, or you just can't be bothered typing. No judgement.

Screenshot Entry

Got a text, WhatsApp message, email, or Facebook enquiry? Don't retype it all — screenshot it.

1. Take a screenshot of the message on your phone
2. Tap the + button and select Screenshot
3. Pick the screenshot from your gallery (or take a new photo)
4. A.X.E.L reads the image and pulls out the name, number, and job details
5. Review, adjust, and hit Save

This works brilliantly for Facebook Marketplace enquiries, texts from estate agents, or emails from letting agencies. Anything with text in an image, basically.

Example: An estate agent sends you a WhatsApp with a tenant's details and a list of jobs. Screenshot it, feed it into A.X.E.L, and the lead's created in seconds — address, contact details, job description, the lot.

Which One Should I Use?

Honestly, whichever's fastest in the moment:

• At your desk? Manual.
• In the van? Voice.
• Got a message to capture? Screenshot.

The point is: get the lead in the system now, not "later when I remember." Because you won't remember. Nobody does.