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
50-gal water heater — supply & install$2,140
Expansion tank + code updates$460
Haul-away & disposal$240
Total$2,840
A. CustomerCUSTOMER SIGNATURE
DATE
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
See It In Action

Watch a lead become a signed job in two minutes.

02:04
The full walkthrough: site → intake → estimate → signature
Recorded on a real sample build. No slides, no fluff.

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