From the first message
to the next estimate.
Six connected capabilities for the work that happens after a homeowner gets in touch.
Start the conversation while the inquiry is fresh.
New leads can trigger an initial email through your enabled automation. Send from a connected Gmail or Outlook mailbox, or a configured sending provider. Actual response time depends on synchronization, processing and email delivery.
A sequence you set. Stop conditions built in.
Choose when follow-up messages go out. No-reply sequences stop when the lead responds, books, opts out, is won or is lost. Your team can review the conversation and intervene when needed.
Ask about the property before planning the visit.
Configure your services, service area, tone and qualification questions. Set boundaries around quotes and insurance promises, and define when to hand off to a person. AI qualification is included in every plan when configured and enabled.
Work with the calendar your team actually uses.
Connect Google Calendar or an Outlook calendar. Set hours, time zone, appointment duration, buffers and minimum notice. Check available times and create an appointment associated with the lead.
The inquiry, conversation and next step, together.
Search, filter, assign and move leads through your pipeline. Review email history, add private notes and manage team access. Add leads manually, import a CSV or receive them through a configured webhook.
See what happens after the lead arrives.
Track responses, qualification, appointments and outcomes. Compare sources and response time over a chosen date range. Reporting reflects recorded activity; it is not a promise of future bookings or revenue.