Capture the inquiry
Keep the customer, location, and work needed together from the first conversation.
Every inquiry has a next step
The first call is the start of the job.
Keep customers, service addresses, conversations, and follow-ups together. Give the next person who picks up the phone the context to keep the work moving.
Get early accessIn development · Beta coming soon
Leads & customers
Product concept · Beta coming soon
Built for the everyday work
A customer record that carries the whole story.
ON THE JOB
A homeowner calls about a broken garage door. The office captures the address and what happened. When it’s time to quote, the details are already there.
How it comes together
The details, connected.
Keep the follow-up clear
See what needs a callback, a site visit, or an estimate. Give each inquiry a next step.
Build on the history
Keep the customer connected to estimates and jobs so the next call starts with context.
Inside the workflow
Leads & customers.
Part of the whole job.
- Customer & contact details
- Service addresses
- Inquiry & follow-up context
- Connected estimates & jobs
What happens when a lead becomes a job?
The customer stays connected as the inquiry moves into estimating and, once approved, scheduled work. The goal is one continuous record of the relationship.
See how estimates connectA better day starts here.
Get notified when beta access opens. Or talk through your business with us.