What it does
Keep the work moving
between jobs.
Calls, quotes, paperwork and crew updates take time throughout the day. Here's how those tasks can work once the agreed systems are in place.
Your office has taken the call. What happens next?
The inquiry and the next task stay together. Your team can see who's handling it, what the customer needs and whether they're still waiting for an answer.
If answering is part of your scope, the monthly service handles that too. We review what you already use before agreeing any changes.
A quote is waiting for a reply.
The follow-up goes out on the agreed schedule. Replies are recorded so your office can pick up the conversation without searching through separate messages.
You need the crew to confirm tomorrow's job.
Each person gets a text with the address and scope. They tap a link to accept. You can see who has confirmed and who still needs a call.
The paperwork needs the same job details again.
The system uses the information already recorded to prepare the documents in your scope. The approval steps are agreed as part of the build.
Voice instructions
Ask for what you need.
Use a voice instruction to pull up information or start a workflow. Here are examples of the tasks we can include in a build.
Inside the system
Job information and paperwork in one place.
These screens show the software used for the work. Customer details have been left out.
Review teams, jobs and tasks needing attention.
Set up agents for the tasks in your scope.
Prepare an invoice from the field.
Collect subcontractor details and documents.
Marketing comes into the plan too.
We look at the customers you want, the jobs you want more of and how inquiries are handled. Once the front office can follow through, we can help with marketing or work alongside your existing agency.