Skip to main content

How it works

From missed call to tracked outcome.

Six stages combine the controlled missed-call pilot with linked Starter quote follow-up. Booking, pipeline, and revenue attribution are shown only as entitled Growth pilot outcomes.

01

Missed call

02

SMS sent

03

Details collected

04

Technician alerted

05

Pilot path

06

Job recorded

01

Customer makes contact

  • Phone call
  • Website form
  • Email
  • Landing page
02

The system responds

  • Immediate SMS
  • Language selection
  • Basic information collection
03

The request is routed

  • Service type
  • Location
  • Urgency
  • Correct technician
  • Backup escalation
04

Your team takes the job

  • Calls the customer
  • Diagnoses the issue
  • Visits the property
  • Prepares the quote
05

Quote follow-up begins · Starter pilot

  • Quote added to the linked workspace
  • Day 1 / 3 / 7 / 14 follow-ups scheduled
  • Reply or opt-out detected
  • Human inbox opened on reply
06

The outcome is recorded in the linked pilot workspace

  • In-app appointment booked (Growth)
  • Quote won or lost (Starter)
  • Follow-up stopped (Starter)
  • Pipeline stage updated (Growth)
  • Attributed revenue recorded from a real value (Growth)

The Starter pilot quote-follow-up sequence

DAY 1

Confirm the quote landed

DAY 3

Offer to walk through the quote

DAY 7

Check interest and timing

DAY 14

Close the loop, politely

The sequence stops when the customer replies or opts out, when the quote is won or lost, or when your team takes over. A reply opens a human inbox item.