A shared team inbox + CRM pipeline that runs from inbound through booked, estimated, and won. Round-robin or priority routing, full contact history, web + mobile app — built for how field teams actually work.
Six things this service actually does — no jargon, no software-vendor bingo.
Every text, call, chat, and email — one place. The whole crew sees the same thread.
Stages: inbound → qualified → scheduled → estimated → won. Customizable per trade.
Leads distribute fairly across estimators. Or priority routing for senior reps.
Every interaction with every customer — calls, texts, jobs, payments — in one timeline.
Crew reps work from the truck, not the desk. iOS + Android app w/ push notifications.
Roof type, ladder height, panel age — whatever your trade tracks.
The exact scenarios operators describe to us on the demo call — and what changes once the system is running.
Lead comes in, dispatcher screenshots it to the estimator group chat. Estimator A and B both call. Customer is annoyed, no one logs the outcome.
Lead routes round-robin to estimator A. They claim it in the app. Conversation lives in one thread. Outcome logged automatically.
Service tech notes ‘unit is 22 years old’ on a paper invoice. Note never makes it into a follow-up sequence.
Tech tags the contact ‘replacement candidate’. Automated 90-day nurture sequence kicks in. ~12% convert to replacement quotes.
Commercial bid involves 4 internal stakeholders. Lives in email. Approvals get lost. Bids miss deadlines.
Commercial pipeline w/ multi-stage approval. Email thread imports automatically. Deadline alerts when a bid is 24h out.
Yes. Most operators keep their estimating + dispatch software (ServiceTitan, JobNimbus, etc.) and use us for the inbound, automation, and pipeline-pre-job side. We sync bidirectionally.
The mobile app is text-message simple. Most techs are using it within 20 minutes of the training session — that’s the actual training time we budget.
Yes. Roofing pipeline looks different from solar pipeline. We configure stages, custom fields, and routing during the 48-hour activation.