Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Track homeowner emails and flag urgent service complaints.
Your support queue stays current as emails arrive. Your lead hears about critical issues or upset customers, while routine requests get a reply using text you approve.
Schedule customer visits and offer open times when plans change.
Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
Schedule client service appointments around existing bookings.
Your clients get confirmed appointments and meeting links, or available times when their requests conflict with your schedule.
Send clean homeowner contact details to the sales team for follow-up.
Your lead tracker gets clean contact details and a follow-up status, while your sales team gets the details by email.