01Capture every opportunity before it goes cold.
Capture and organize new opportunities from website forms, SMS, social DMs, referrals, and contact forms. The system can acknowledge the customer, qualify the lead, flag spam or missing information, log the record, and alert the owner.
- Website quote / contact form intake
- SMS intake & replies (when number & carrier compliance are ready)
- Customer acknowledgment
- Sorting real leads from time-wasters
- Spam / manual-review detection
- Missing-info prompts
- Owner alerts
- Follow-up reminders
See how it works →02Answer missed and after-hours calls without hiring a receptionist.
Add missed-call and after-hours call capture when phone leads are too valuable to send to voicemail. The AI Voice Secretary collects lead details, identifies urgency, creates a clean summary, logs the lead, and alerts or forwards to the owner when needed.
Guardrail It does not promise price, arrival time, safety advice, or final decisions.
See how it works →03Give customers a faster price range and a booking path.
Let customers answer structured questions, upload photos, and receive a safe ballpark range when the job is clear enough to estimate. When they are ready, the system can guide them to the right next step: request a site visit, book a call, or send the job to owner review.
- Website quote widget
- Trade-specific questions
- Photo prompts
- Pricing-rule calculator
- Low / high ballpark range
- Confidence score
- Manual-review path
- Site-visit, callback, or quote-review booking path
See how it works →04Finish jobs cleanly and turn completed work into proof.
Finished jobs should not disappear after the tools are packed up. This system helps with payment reminders, thank-you messages, review requests, before/after proof, and referral asks, while keeping sensitive customer communication under owner control.
- Job completion trigger
- Invoice / payment reminders
- Thank-you messages
- Review requests
- Before / after photo capture
- Referral asks
- Closeout metrics
See how it works →