Client requests management

Manage incoming emails and calls

• Digitalize lead information upon their first call or email.
• Assign follow-ups to prevent forgetting a lead.
• Fill in custom forms before sending to quote.

Schedule assessments

• For jobs that require a pre-assessment to quote.
• Attach your photos or attachments of your assessments.
• Filter the calendar based on employees who can do assessments.

Convert to quote or job

• Once the request is confirmed, convert it into a quote or job in a single click.
• Avoid double entry of data, all information follows during conversion.