Leads & CRM
Organize customer inquiries and track progress.
Plumbing teams handle urgent repairs alongside planned installations and maintenance. Keeping the inquiry history together helps staff see what needs attention.
Untracked requests and estimates may be lost between dispatch, site visits and later customer follow-up.
Capture the requested service, location and preferred contact method. When the relevant provider is activated, use supported AI communication features; then schedule work, prepare estimates and send invoices.
Track the customer lifecycle without promising emergency dispatch or instant response. Voice and SMS capabilities require a functioning approved Twilio configuration, and automations respect channel permissions.
Organize customer inquiries and track progress.
Coordinate configured availability and prepare quotes.
Track jobs, tasks and invoicing in one workspace.
Third-party integrations depend on each business's setup, provider approval and applicable customer consent.