Turn More of Your Existing Inquiries Into Booked Jobs
When follow-up is manual, calls go unanswered, quotes get forgotten, and tools stay disconnected. We set up the systems that keep your inquiry pipeline moving forward.
Keep Inquiries and Conversations Organized
Inquiries arrive across personal phones, website forms, and social messages. Contact notes live on notepads or scattered spreadsheets, leaving team members unsure who spoke with a customer last.
Every customer record, incoming message, and active opportunity lives in one shared inbox. Your team can clearly see who owns each inquiry and what needs to happen next.
"A homeowner requests an estimate through your website form. A new record is created in your pipeline with their request details, and your estimator sees the open job on their dashboard."
What We Set Up & Configure:
How This Fits Into Your Plan
Included on all plans (Lead Essentials, Booking Growth, Revenue Partner).
Your team handles sales conversations, customer quotes, and closed service delivery. We manage the capture, routing, reminders, and follow-up infrastructure.
Get Each Inquiry to the Right Person
New inquiries sit unread in general email inboxes or get delayed when a staff member is away, leading prospective customers to reach out to a competing business.
Inquiries are captured upon arrival, assigned according to your business rules, and flagged to the right team member via text or email notification.
"When an inquiry comes in for heating repair, the system assigns it to the on-duty technician, sends a notification with contact details, and logs the customer in the queue."
What We Set Up & Configure:
How This Fits Into Your Plan
Basic routing in Essentials; multi-member assignment and escalation in Booking Growth and Revenue Partner.
Your team handles sales conversations, customer quotes, and closed service delivery. We manage the capture, routing, reminders, and follow-up infrastructure.
Follow Up Without Relying on Memory
Prospects ask for an estimate or consultation, but busy days mean no one remembers to follow up. When days pass without contact, the opportunity goes cold.
Consistent follow-up messages go out automatically based on the stage of the deal. If the customer responds, automated sequences stop immediately so your team can take over.
"After an estimate is delivered, the system sends a courteous check-in two days later asking if the customer has questions, followed by a reminder before the proposal expires."
What We Set Up & Configure:
How This Fits Into Your Plan
First-touch acknowledgment in Essentials; multi-step follow-up and quote recovery in Booking Growth and Revenue Partner.
Your team handles sales conversations, customer quotes, and closed service delivery. We manage the capture, routing, reminders, and follow-up infrastructure.
Make Booking and Reminders Easier
Scheduling requires endless phone tag, and customers frequently forget appointment times or fail to notify your office when they need to reschedule.
Customers can select from your real-time available appointment slots online. Automatic confirmations and text reminders keep them informed and reduce missed appointments.
"A client books a consultation online. They immediately receive a calendar invitation, followed by a reminder text 24 hours and 2 hours before the visit, with an easy link to reschedule if needed."
What We Set Up & Configure:
How This Fits Into Your Plan
Single calendar in Essentials; multiple calendars, no-show recovery, and custom booking pages in Booking Growth and Revenue Partner.
Your team handles sales conversations, customer quotes, and closed service delivery. We manage the capture, routing, reminders, and follow-up infrastructure.
Follow Up When Your Team Can’t Answer
When your phones are busy or calls arrive after business hours, callers rarely leave voicemails—they hang up and dial the next service company on the list.
Follow up on eligible missed calls and keep them visible to your team, where supported. An open record is created in your pipeline so staff can follow through.
"A homeowner calls while your front desk is on another line. The caller automatically receives a text message where supported: "Sorry we missed your call! How can our team help you today?" The caller replies with their issue, starting the conversation."
What We Set Up & Configure:
How This Fits Into Your Plan
Standard missed-call text-back on all plans; advanced AI voice capture available on Revenue Partner.
Your team handles sales conversations, customer quotes, and closed service delivery. We manage the capture, routing, reminders, and follow-up infrastructure.
Reduce Copying Between Tools
Staff spend hours manually retyping customer names, addresses, and job details from forms into spreadsheets, invoicing software, or separate dispatch calendars.
Supported tools share information automatically. New customer records, scheduled bookings, and sales status updates pass between systems without manual data entry.
"When an inquiry submits their address and project details on your website form, that information passes straight into your CRM and syncs with your team calendar without anyone re-entering data."
What We Set Up & Configure:
How This Fits Into Your Plan
Core CRM connections in Essentials; 1 external tool in Booking Growth; up to 3 external tools and custom tracking in Revenue Partner.
Your team handles sales conversations, customer quotes, and closed service delivery. We manage the capture, routing, reminders, and follow-up infrastructure.
Organize → Follow Up → Recover
Every package includes system implementation and ongoing maintenance, with increasing follow-up management and improvements on higher plans.
Lead Essentials
Organize inquiries and respond. Maintenance of your installed system is included. Your plan also includes up to 30 minutes each month for minor requested changes.
Booking Growth
Follow up consistently and support booking conversion. Maintenance of your installed system is included. Your plan also includes up to 2 hours each month for the performance review and agreed improvements combined.
Revenue Partner
Recover opportunities and improve more of the process. Maintenance of your installed system is included. Your plan also includes up to 4 hours each month for the strategy review, campaign preparation, AI tuning and agreed improvements combined.
Let’s Identify What Your Follow-Up Process Needs
On a free discovery call, we go through your current tools, team workflow, and lead sources to design an appropriate setup.