Quote
Start from the reviewed client, service address, call summary, and discussed price, then send the finished proposal by SMS.
Every Call Becomes a Ready-to-Work Lead
Attribute the call, record the conversation, extract and verify the complete service address and job details, then send the next step before the opportunity has time to shop.
Connected lead workflow
Start with the complete call-to-client workflow, then inspect its recording, extracted details, linked records, and attribution below.
One call, five connected stages
Follow the opportunity from its marketing source to a reviewed client record and the next revenue-producing action.
Source → conversation → action
01 / Know what made the phone ring
Attribute the opportunity before anyone answers.
Assign supported tracking numbers to websites, campaigns, or other marketing placements. The incoming call can retain its source and campaign context, helping the office connect the lead to the work that produced it instead of relying on memory.
Number
Which tracking number received the call
Source
Website, campaign, search, or other available context
Outcome
The lead, linked work, and eventual value
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A current generic lead keeps the extracted address, summary, price, appointment, keywords, and marketing context readable before the record is opened.
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Mobile workflow
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Incoming call
Current recording · 04:11
00:00
Transcript
Word-timed
Summary
Generated
Fields
Extracted
Address
Ready to verify
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Expand the transcript to review exactly what the caller and representative said without leaving the lead.
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Mobile workflow
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02 / Listen and read in sync
The recording, transcript, and summary stay together.
Supported calls are recorded and transcribed into the lead. Word-level timing can keep the transcript aligned with playback, highlight the current words, and let a reviewer jump the audio to a selected passage instead of scrubbing through the entire call.
Review the conversation, not somebody's shorthand.
The original recording remains available when a name, service detail, price, or promise needs to be checked precisely.
03 / Extract, then verify
Turn an unstructured call into reviewed client and job details.
The system prepares a summary and structured fields for review. For an extracted address, it retains the spoken excerpt and audio position, separates the street, unit, city, state, and ZIP, and checks the location against mapping data. The office can replay the exact source, review any partial match, and save a verified address and map position to the client.
- Identity
- Name, telephone number, alternate contact, and company
- Property
- Extracted street, unit, city, state, and ZIP, followed by address verification and map coordinates
- Opportunity
- Call intent, requested service, timing, and appointment context
- Pricing
- The price or budget discussed during the conversation
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The transcript becomes reviewable fields for the service request, appointment, price, contact details, and next step.
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Mobile workflow
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Mobile workflow
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Use the left and right arrow keys to change screenshots. On a touch screen, swipe horizontally. Activate a screenshot to open its expanded view.
A repeat caller retains the full current summary while the earlier conversation remains available in the same lead history.
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Mobile workflow
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04 / One client, continuing context
Keep repeat calls and later messages from becoming disconnected leads.
Repeat lead activity can inherit and extend a cumulative summary. When an SMS supplies a second property, a corrected name, or details that were never discussed on the call, the office can review that context and consolidate the lead beneath the correct client instead of building a duplicate record.
- Each additional call receives its own recording, transcript, structured fields, and summary.
- Calls, SMS, photos, quotes, assessments, and invoices stay visible from the connected record.
- Merge controls support consolidating duplicate lead activity under the intended client.
- The latest summary incorporates prior context without erasing the first conversation.
05 / Act while the customer is engaged
Get the quote out before the opportunity goes shopping.
Because the reviewed client, address, scope context, and discussed price are already attached to the lead, the office can move into a professional quote in a few clicks, finish the scope, and send the link by SMS while the conversation is still fresh.
The same record can start an assessment or invoice when that is the correct next step, reducing the delay and repeated data entry that gives a potential client time to request another estimate.
Reviewed call context
Ready for the next action
ServiceCavity + air sampling
Price$399 + $50/additional
PropertyVerified service address
TimingNext-day availability
Send quote
Create online assessment
Continue by SMS
Create invoice
Assessment
Open a field record without asking the client for the same contact, property, and service details again.
Invoice
Create the billing record from the same client when the next step is immediate payment rather than a proposal.
SMS
Continue the conversation from the lead and keep the message history connected to the client record.
See your workflow, connected.
Bring the way you work today. We’ll show you what connects, what can be automated, and where the platform removes duplicate work.
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02See pricing for your team size
03No obligations or pressure
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