OCLead Complete Service Business Management

Turn Every Inquiry Into a Managed, Trackable and Profitable Service Journey.

OC Lead connects your entire service operation, from the moment a customer contacts your business to booking, technician assignment, service completion, invoicing, payment and reporting.

Capture leads from different channels, manage customers, schedule jobs, automate follow ups, give technicians and customers their own portals, track profitability and understand exactly how your service business is performing.

Book a Free Demo See How OC Lead Works

Lead CRM

Smart Scheduling

Technician Portal

Customer Portal

Service Management

Automation

Flexible Invoicing

Profitability

Advanced Reporting

How OC Lead works

From First Contact to Final Payment. Everything Stays Connected.

Every customer interaction becomes part of one continuous workflow.

Capture the Inquiry

Record inquiries from calls, websites, emails, referrals and other sources.

Qualify & Follow Up

Understand needs, give pricing, record conversations and manage follow ups.

Quote & Book

Turn an approved quotation into a scheduled service without retyping.

Schedule & Assign

Pick the right technician, date and time and send the job to their portal.

Deliver the Service

Technicians update statuses, communicate and upload job information.

Invoice & Collect

Create flexible invoices, manage split payments and track balances.

Analyze & Improve

Measure conversions, technician profit, revenue, margins and performance.

Everything in one place

One Platform for Your Complete Service Operation.

Nineteen connected capabilities covering acquisition, conversion, scheduling, field work, customer experience, invoicing, automation and analytics.

Lead Management

Capture, organize and track every inquiry through your pipeline.

Client Management

Customer profiles with service, quote, invoice, payment and communication history.

Customer Portal

Secure customer access to services, quotations, invoices and updates.

Booking & Scheduling

Schedule jobs by date and time with a clear view of upcoming work.

Smart Dispatch

See technician availability and assign jobs to match schedules.

Technician Management

Technician profiles, assignments, service history, costing and performance.

Technician Portal

A dedicated workspace for jobs, schedules, updates and communication.

Service Management

Track every service from booking through execution and completion.

Technician Costing

Percentage based, fixed or manually adjusted technician charges.

Technician Profitability

Revenue, cost and margin contributed by each technician.

Quotations

Professional quotations that move straight into the service workflow.

Flexible Invoicing

Service based and standalone invoices with multiple structures and templates.

Payment Tracking

Paid, partially paid, unpaid, overdue and cancelled invoices.

Lead Source Analytics

Which marketing and communication channels bring valuable business.

Conversion Funnel

How inquiries move from contact to quote, booking, completion and payment.

Automation Rules

Actions, reminders and notifications triggered by events and conditions.

Customer Notifications

Keep customers informed about bookings, updates, invoices and payments.

Reports & Analytics

Leads, customers, services, technicians, revenue and margins over any period.

Mobile Experience

A responsive, app like experience for office teams and technicians.

Lead Management

Never Lose an Opportunity Between the First Call and the Final Booking.

A lead may begin with a phone call, email, website inquiry, referral or another channel. OC Lead gives your team one place to record the customer, understand their requirements, track conversations and decide what happens next.

Not every inquiry becomes a service, so clear statuses run through the whole journey. When an opportunity does not convert, its outcome stays recorded instead of disappearing from your business data.

Multi source lead capture
Lead status management
Customer requirements
Price inquiry tracking
Follow up management
Conversation history
Quotation tracking
Booking conversion
Lost and unconverted lead visibility

New InquiryContactedPrice RequestedQuotedFollow UpBookedIn ProgressCompleted

Explore Lead Management

New

Quoted

Won

Leads

LeadSourceServiceStatus

Imran SiddiquiWebsiteDish installNew

Fatima NoorWhatsAppAntenna repairQuoted

Zubair AhmedReferralCCTV setupWon

Sana JavedFacebookDish installFollow up

Ali HassanCallMaintenanceLost

Conversion Funnel

See Exactly Where Your Leads Turn Into Business.

Receiving more leads does not necessarily mean generating more business.

OC Lead shows the complete conversion journey, so you can see how opportunities progress, where potential customers are lost and where your sales and service process can improve.

InquiryContactedQuotedBookedServiceCompletedPaid

Understand

How many inquiries you receive
How many customers request pricing
How many quotations are created
How many quotations become bookings
How many services are completed
How many completed jobs become fully paid

Lead Sources

Know Which Channels Actually Bring You Business.

Not every source produces the same quality of lead. Track where customers come from and compare channels on inquiries, conversions, services and revenue.

Instead of only asking where your leads come from, you can answer: which source generates the most valuable customers?

Track sources

PhoneWebsiteEmailReferralSocialCampaignsCustom Sources

Customer Management

Every Customer. Every Service. One Complete History.

Each customer profile becomes a complete service history: how many jobs they booked, which services they used, when, who did the work and how their invoices and payments progressed.

Complete customer profiles
Multiple services per customer
Service history
Booking history
Assigned technician history
Quotations
Invoice history
Payment history
Communication records
Customer activity visibility

Explore Customer Management

Imran Siddiqui

Customer · DHA Phase 5

Active

Jobs

Paid

Rs 48k

Due

Rs 6k

Service history

Dish installation

12 Oct

Completed

Signal repair

28 Sep

Completed

Annual maintenance

05 Nov

Scheduled

Customer Portal

Give Your Customers Their Own Connected Experience.

OC Lead is not only for your internal team. Customers can have their own portal, so they stop contacting your office for basic updates.

Depending on your workflow, customers can see service information, quotations, booking details, invoices, payment status and other relevant records.

Explore Customer Portal

A better experience for your customers

View service information
Review bookings
Access quotations
Review invoices
Check payment information
Access service history
Stay updated on relevant activity

Quotations

Move From Price Request to Confirmed Service Without Starting Again.

When a customer asks for pricing, create and manage the quotation directly in OC Lead.

Once the customer moves forward, the information flows into booking and service instead of being recreated in other systems, keeping the journey faster, cleaner and easier to track.

One continuous record

1Quotation
2Approval
3Booking
4Service
5Invoice

Smart Scheduling

Put the Right Job With the Right Technician at the Right Time.

Turn confirmed opportunities into organized bookings. Choose the service, date and time, assign the right technician and keep a clear view of scheduled work.

Your office can see technician availability and upcoming commitments before assigning new work.

Service bookings
Date and time scheduling
Technician availability
Technician assignment
Upcoming jobs
Booking status
Schedule visibility
Organized dispatching

Explore Scheduling

Technician schedule · This week

Mon 3

09:00 Dish install

14:00 Repair

Tue 4

11:00 CCTV setup

Wed 5

10:00 Survey

Thu 6

09:30 Dish install

15:00 Maintenance

Fri 7

12:00 Repair

Service Management

Every Service Has Its Own Complete Operational Record.

The customer, booking, technician, communication, status, costing and invoices all stay connected with the same service record.

Your team sees what happened from beginning to end without piecing it together from different systems.

Key features

Service details
Booking information
Assigned technician
Service status
Job updates
Notes
Image uploads
Communication
Technician costing
Related invoices
Payment activity
Complete service history

Technician Portal

Give Every Technician a Workspace Built Around Their Jobs.

Every technician gets a dedicated portal with today's jobs, upcoming bookings and required service information, without access to your full administrative system.

During a service, technicians update job status, add information, communicate and upload images when required.

Personal technician account
Today's jobs
Upcoming jobs
Booking details
Customer information
Service information
Job status updates
Notes and images
Service communication
Completed job history

Explore Technician Portal

Today

Done

Pending

My jobs · Hamza (Technician)

JobCustomerTimeStatus

Dish installImran S.09:00Done

Signal repairFatima N.11:30Done

CCTV setupZubair A.14:00On site

MaintenanceSana J.16:30Pending

Service Communication

Keep Every Important Conversation Connected With the Job.

Service information should not disappear inside disconnected messages. OC Lead keeps communication close to the customer and service it belongs to.

Office teams and technicians exchange information, updates, notes and images while keeping a clear operational history.

Kept with the job

UpdatesNotesImagesOffice ↔ TechnicianOperational history

Technician Costing

Flexible Costing for the Way You Work With Technicians.

Different businesses pay technicians differently. OC Lead supports several approaches, giving you flexibility without losing financial visibility.

Percentage Based

Set the technician percentage and let the system calculate the amount from the service value.

Fixed Cost

Assign a fixed technician amount to a particular job.

Manual Adjustment

Authorized users can adjust technician costing when an exception is needed.

Technician Profitability

Know What Every Technician Generates and What Every Job Actually Earns.

OC Lead connects technician costing with service revenue so management understands the financial contribution behind completed work, not just a count of jobs.

Analyze technicians on jobs performed, revenue generated, service costs and resulting margins.

Service RevenueTechnician CostCompany MarginProfitability

Key insights

Services completed
Revenue generated
Technician costs
Percentage or fixed margins
Company margin
Technician profitability
Date based performance

Service Invoicing

One Service. Multiple Invoices. Complete Payment Visibility.

Real service jobs are not always paid in one go. A customer might pay an advance at booking, another payment during the service and the rest after completion.

OC Lead keeps every related invoice connected with the original service, so you always know how much has been invoiced, received and is still outstanding.

Service value

5,000

Advance payment

1,500

Progress payment

2,000

Final payment

1,500

Remaining balance

Always visible

Invoiced, received and outstanding

Invoice Types

Three Flexible Ways to Create an Invoice.

Your invoicing workflow should adapt to your business, not the other way around.

Detailed Invoice

Add descriptions or line entries with prices and let OC Lead calculate totals.

Freeform Invoice

Control exactly how the information is written and presented.

Fixed Amount Invoice

One description and one final amount when no breakdown is needed.

Standalone Invoicing

Create an Invoice Even When There Is No Existing Service.

Not every invoice needs to start with a lead or booking. Create independent invoices by entering the customer and billing information manually.

This covers transactions outside your standard service workflow, while you still monitor their status.

Standalone invoices still get

Customer detailsTemplatesStatus trackingPayment trackingReports

Invoice Templates

Make Every Invoice Look Like It Belongs to Your Business.

Choose from multiple invoice templates and configure them with your logo, company details and preferred structure. If you already use a particular invoice design, a custom template can be built around it.

Multiple templates
Company branding
Logo customization
Business details
Flexible layouts
Custom document designs

Invoice

INV-1042 · Billed to Imran Siddiqui

Paid

Dish installationRs 18,000

Cable & fittingsRs 4,500

Service chargesRs 2,500

TotalRs 25,000

Send invoiceDownload PDF

Payment Tracking

Know What Is Paid, Pending and Overdue.

OC Lead keeps working after the invoice is generated, tracking every invoice by its current financial status.

Paid

Payment completed.

Partially Paid

Some payment received, balance outstanding.

Unpaid

Payment still pending.

Overdue

Moves to overdue automatically after the due date.

Cancelled

Kept on record without affecting active receivables.

Automation Rules

Let Routine Actions Happen Automatically.

Reduce repetitive admin with configurable automation rules around the events that matter, so your operation keeps moving while your team handles many customers and jobs at once.

Quotation not accepted

→ Trigger follow up

Service booked

→ Notify technician

Booking approaching

→ Send reminder

Service status changed

→ Update relevant users

Invoice created

→ Notify customer

Due date passed

→ Mark invoice overdue

Payment received

→ Update invoice status

Your own rules

Built around your workflow

Smart Notifications

Keep Everyone Informed Without Constant Manual Follow Ups.

Important activity triggers notifications for the right person at the right time, keeping office teams, technicians and customers informed through the whole service journey.

Notify about

Booking ConfirmationsTechnician AssignmentsService UpdatesFollow UpsInvoice AlertsPayment UpdatesOverdue Reminders

Recurring Services

Make Repeat Work Easier to Manage.

For ongoing or repeat services, OC Lead organizes recurring jobs without rebuilding the same booking each time. Set the schedule once and see upcoming repeat work clearly.

Schedules

WeeklyMonthlyQuarterlyYearlyCustom Schedules

Service Proof

Keep a Clear Record of What Happened on Every Job.

Technicians add job information while performing or completing a service. Notes, images and completion details stay on the actual service record, giving your team and customer support a stronger history.

Recorded on the job

NotesImagesCompletion informationTechnicianDate & time

Reports & Analytics

Turn Every Lead, Job and Payment Into Useful Business Insight.

OC Lead does not just record what happened. It helps you understand why it happened and what it means for your business.

Explore Reports & Analytics

Revenue

Rs 1.2M

Jobs done

186

Avg margin

34%

Service performance

Jan

Feb

Mar

Apr

May

Jun

Lead Reports

Inquiries, sources, statuses and conversions.

Conversion Reports

How opportunities move through your funnel.

Client Reports

Service frequency, activity and value.

Service Reports

Booked, ongoing, completed and cancelled work.

Technician Reports

Jobs, activity and performance.

Technician Profitability

Revenue, technician cost and business margin.

Invoice Reports

Paid, unpaid, partial, cancelled and overdue.

Revenue Reports

Financial performance across services and periods.

Date Based Reporting

A day, month, year or custom range.

The complete OC Lead journey

One Customer. One Connected Journey.

The real strength of OC Lead is how every module contributes to the same customer lifecycle.

InquiryLeadFollow UpQuoteBookingTechnicianServiceInvoicePaymentProfitReporting

Behind that workflow

AutomationNotificationsCommunicationCustomer PortalTechnician PortalAnalytics

That Is OC Lead.

Not just a CRM. Not just a booking system. Not just field service software. Not just invoicing.

One connected platform for running a service business.

Business dashboard

Know What Is Happening Before You Ask.

Your OC Lead dashboard brings the most important operational information together in one place.

Management gets visibility without collecting updates manually from different people.

LeadsBookingsActive ServicesTechnician ActivityConversion PerformanceUpcoming JobsInvoicesKey Indicators

Leads

Bookings

Active Services

Technician Activity

Conversion Performance

Upcoming Jobs

Invoices

Key Indicators

Web, mobile, light & dark mode

Work the Way Your Business Works.

OC Lead gives office teams and technicians a polished experience on desktop and mobile, so everyone stays connected wherever work happens.

The responsive interface feels like an app, and light and dark modes let each user choose the workspace that suits them.

Desktop
Mobile
App like experience
Light mode
Dark mode

Explore OC Lead on Mobile

Desktop

Mobile

Light Mode

Dark Mode

Why OC Lead?

Replace Disconnected Service Operations With One Connected System.

Instead of leads in one place, technician schedules somewhere else, customer conversations in messages and invoices in another system, OC Lead connects the complete operation.

Lead spreadsheets

Paper job cards

WhatsApp threads

Separate invoicing

Manual schedules

Guesswork reports

With OC Lead you can

Capture leads from multiple sources
Analyze where your best leads come from
Track the complete conversion funnel
Manage customers and their service history
Give customers their own portal
Create and manage quotations
Convert opportunities into bookings
Schedule and dispatch technicians
Give technicians their own portal
Track service progress
Keep job communication connected
Manage recurring services
Maintain job completion records
Calculate technician costs automatically
Analyze technician profitability
Generate flexible service invoices
Create standalone invoices
Use multiple invoice templates
Track split payments
Monitor paid and unpaid invoices
Automatically identify overdue invoices
Create workflow automation rules
Send relevant notifications
Analyze leads, services, clients and technicians
Generate detailed date based reports
Work across desktop and mobile

Built for the complete service journey

Every Lead. Every Client. Every Job. Every Technician. Every Invoice. One Connected Platform.

OC Lead gives service businesses the visibility and control to manage the entire customer journey, from the first inquiry to final payment and profitability.

Bring your CRM, bookings, field operations, customer experience, technician management, invoicing, automation and reporting together in one powerful system.

Book a Free Demo Explore OC Lead

Built for Service Businesses
Flexible to Your Workflow
Automated Where It Matters
Designed to Scale