Align calendars, import records, verify file transfers. Every one is ready to run, and you can adjust it in plain language.
Add service inquiries from ads to the lead list for follow-up.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
Log requested home services and timing before customer follow-up.
Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.
Keep homeowners' service requests and ad sources together for follow-up.
Your sales coordinator sees the customer's request and ad source on the linked contact, with a clear status for follow-up or review.