Capture the starting point
Record the inquiry and its source, or connect your website intake. Keep customer preferences attached to the conversation.
Keep the customer, scope and estimate connected so good opportunities do not disappear between the first call and the next conversation.
Record the inquiry and its source, or connect your website intake. Keep customer preferences attached to the conversation.
Review property details, access notes and photos while preparing the estimate.
Track the opportunity through a recorded decision, then turn approved work into a scheduled job.
Explore the platform. Find your industry. Make room for what’s next.