How It Works
The lead-to-job pipeline, running quietly in the background.
01, INTAKE
Customers describe the job. Your phone stops ringing at dinner.
A guided intake flow collects everything you need to quote, job type, photos, timeline, address, and lands it in your inbox or dashboard the moment it's submitted.
- Photo & video upload , see the job before you drive to it
- Instant alerts by email and text, routed to whoever's on call
- Industry-tuned questions , a fence intake asks linear feet; a plumber's asks urgency
Request a Quote, Step 2 of 3SAMPLE
What kind of job is this?
Water heater
Leak repair
Drain / sewer
Remodel rough-in
Add photos of the problem, tap or drag & drop
Continue
02, ESTIMATE & SIGN
Send the estimate. Get it signed before your competitor calls back.
Build the estimate from the intake, send it off, and let the customer approve it however they like, DocuSign, a one-click email approval, or a simple "YES" by text. Every approval is time-stamped and logged.
- DocuSign built in for formal contracts and scopes of work
- Email & text approvals for customers who won't touch paperwork
- Automatic follow-ups nudge unsigned estimates so you don't have to
Estimate, Acme PlumbingSAMPLE
SIGNED
ESTIMATE
EST-0001 · SAMPLE
Acme Plumbing
Austin, TX
Austin, TX
50-gal water heater, supply & install$2,140
Expansion tank + code updates$460
Haul-away & disposal$240
Total$2,840
A. Customer
DocuSign
Email approve
Text “YES”
03, MANAGE
Every lead, estimate, and job. One dashboard, zero spreadsheets.
Watch the pipeline fill, see what's waiting on a signature, and know exactly where your revenue is coming from. Because we build custom, the dashboard tracks what your business cares about.
- Live pipeline from new lead to paid job
- Custom management tools , dispatching, job costing, inventory, scoped to fit
- AI-forward architecture , built to absorb what's next, not age out in two years
This Month, Acme PlumbingSAMPLE
Leads
47
▲ 31%
Booked
$38.4k
▲ 18%
Close rate
62%
▲ 9%
Water heater replacementWON $2,840
Whole-home repipe quoteESTIMATE SENT
Slab leak inspectionNEW LEAD
Your competitors are still using a Facebook page.
Get a custom website and intake system that books jobs while you work. Tell us about your business, it takes two minutes.
Free discovery call · Fixed pricing in writing · No commitment until you sign