Give inquiries a clear next step
Route website or email inquiries to your existing CRM or job tracker, check for missing information, and notify the right person.
CONTRACTORS & SERVICE BUSINESSES
From first inquiry to the next job.
Connect inquiries, scheduling, job updates, and invoicing around the tools your service business already uses.
THE WORK BETWEEN THE TOOLS
Make the next
step easier.
A new request should move the work forward. Instead, it can become a trail of messages, spreadsheet updates, and information entered twice. We help connect the steps so your team can keep its attention on the customer and the job.
Keep the office and field connected
Move approved scheduling and job-status updates between supported systems, with clear notifications when something needs attention.
Prepare the invoice handoff
Transfer approved job details to your accounting workflow so the office can review them without retyping the same information.
AN ILLUSTRATIVE WORKFLOW
Fewer handoffs.
A clearer path.
An example to start a conversation.
The actual solution depends on your tools.
With manual handoffs
- Customer fills out a form
- Office retypes details into a tracker
- Staff emails the scheduling team
- Job details are entered again for invoicing
With a connected workflow
- Inquiry enters your existing tracker
- Missing details are flagged for review
- Approved request moves to scheduling
- Approved job details flow to accounting
People stay in control.
Your team still approves estimates, scheduling decisions, and invoices. Automation handles the handoffs around those decisions.
A SENSIBLE FIRST PROJECT
Choose one process.
Build from there.
Pick one source of inquiries and one destination system. A focused intake connection is easier to test than changing the whole job lifecycle at once.
Explore software & integrationsThree questions to start with
- Where do new inquiries arrive?
- Which system holds the customer and job details?
- Who approves the next step?
START WITH ONE WORKFLOW
What’s taking up
too much of your day?
Show us the process. We’ll explore a simpler way to get it done.