See It In Action

Watch what happens after someone reaches out.

A real quote request comes in — then the whole system takes over on its own. This is the exact flow we'd build around your business.

1From first click to quote request
Live quote flow
Then the system takes over
02

Instant text-back goes out

The moment the form is submitted, an automatic text goes out — usually within seconds. The lead never sits there waiting for a callback.

New Lead — auto-replyLive
Quote form submitted — Sarah M.
Hi Sarah! Thanks for requesting a kitchen remodel quote — we've got your info and I'll text you today with next steps. Mind sharing a couple photos of the space?
Sent automatically · 4 seconds after submit
Oh great, that was fast! Sending photos now 📸
03

The lead lands in your pipeline

Every request drops into one organized pipeline, tagged and ready to work — nothing gets buried in a phone, an inbox, or a sticky note.

Lead Pipeline
New Lead3
Sarah M.
Kitchen remodel quote
$—
Dave R.
Called about ceramic coating
$—
Quote Sent4
Mike T.
Roof repair
$4,800
Linda P.
Full detail + tint
$650
Booked2
James K.
HVAC install — Tue 9am
$7,200
04

Quiet quotes get chased for you

If a quote goes quiet, the system checks back at 24 hours, 3 days, and 7 days — so good jobs stop slipping away just because no one followed up.

Quote Follow-Up — Mike T.
Day 0
Quote sent — $4,800 roof repair
Day 1
24-hour follow-up text goes out
Day 3
Check-in: “Any questions on the quote?”
Day 7 — sending
Reminder with easy booking link
Day 14
Final follow-up before closing out
Later
Added to seasonal reactivation list
05

Booking & reminders go out

Customers book online and get confirmations plus reminder texts before the appointment — cutting no-shows and the back-and-forth.

Booking Calendar
Mon
Tue
9:00 — J. Kramer
1:30 — S. Alvarez
Wed
10:00 — open
Thu
8:30 — M. Chen
Fri
11:00 — open
Reminder sent: “Hi Jess — reminder that your appointment is tomorrow at 9:00 AM. Reply C to confirm or use this link to reschedule.”
06

A review request follows the job

After the work is done, a review request goes out at the moment they're happiest — so your reputation compounds on its own.

Review Requests
Job marked complete — request sent
“Thanks for choosing us today, Karen! If we did a good job, a quick Google review would mean a lot. It takes 30 seconds: g.page/r/…”
K
Karen W.
2 hrs ago
“Fast, professional, and the price matched the quote. Already booked them for next season.”
4.9· 132 reviews+9 this month
07

Everything shows up in one dashboard

Calls, quotes, bookings, and reviews all roll up into one clear view — so you finally know what's actually working.

Owner Dashboard — This Month
47
Calls
26
Form Leads
31
Quotes Sent
19
Jobs Booked
Where jobs came from
Google
82%
Ads
64%
Website
53%
Referrals
45%
Social
28%
Let's Talk

A sample of the system — we build this exact flow around your business.