Customer List & Jobs
Every lead, one list.Every job, one board.
Every form, estimate and booking becomes a customer record on its own, with no copying and pasting. Jobs move across a simple board from new to quoted to won, so you can see what's in play.
This month
In play $18,850
New2
Quoted1
Booked1
Won1
Laura Bennett
Patio cover · Bakersfield
- Found you on GoogleMon 9:12 PM
- Instant estimate sent, $8,400 to $10,900Mon 9:16 PM
- Follow-up sent automaticallySat 10:00 AM
- Booked an estimate visit, Thu 8:30 AMSat 10:24 AM
- Signed. Follow-ups stopped on their own.Mon 2:40 PM
What's included
Nothing sitsin an inbox.
The leads that get lost are the ones that arrive and are never worked. Here, every one is on the list the moment it comes in.
Automatic records
Every enquiry becomes a customer, with everything they told you.
A clear job board
New, quoted, won: see what's in play and what it's worth.
Text alerts
A text to your phone the moment a new lead arrives.
Smart routing
Each enquiry reaches the right person or branch.
How it works
Three steps.We do the work.
A lead comes in
From a form, an estimate or a booking, at any hour.
It's on your list
As a customer record, with a text to your phone.
You move the job
From new to quoted to won, from your phone or computer.
Questions
Customer List & Jobs,answered.
Straight answers. If yours isn't here, book a call.
No. Every enquiry from your site becomes a customer record automatically.
Yes. Leads can go to the right person or branch, and tasks can be assigned with reminders.
Every plan saves every enquiry to your customer list. The job board is part of Pro.
More tools
Everything elsein the system.
Every tool shares one customer record, so nothing falls between apps.
Your next customer issearching right now.
Let's make sure they find you, and that you never miss them.