Capture an inspection-ready request
Record the property address, type of work, caller’s description, and access details. Route photos or additional documents through the process your team already approves.
A roof repair enquiry, a replacement estimate, and a question about an existing project need different next steps. Keep those details organised while your crews and estimators are out.
See your price Month-to-month. Keep your number.
A front desk should fit the way your team works, from the first question to the final handoff.
Record the property address, type of work, caller’s description, and access details. Route photos or additional documents through the process your team already approves.
Use estimator availability, service territory, and appointment buffers to arrange the right visit. Avoid promising a repair date, coverage decision, or final price during intake.
Agree on a follow-up schedule for open inspections and proposals. Give customers a way to ask a question, pick the next step, or let your team know their plans changed.
We review your CRM and inspection scheduling process during setup, including whether the workflow books directly or sends a request for your office to approve.
Talk through your setup ↗We aim to go live in a day once details are ready. Complex integrations and carrier transfers can take longer.
24/7 answering can support intake during busy periods. Your plan’s conversation allowance and extra usage rate should be agreed before launch.
It should capture the customer’s question and route it to the appropriate person. Coverage and claim decisions are outside front-desk intake.
Follow-up sequences are available in Growth. We agree on message content, timing, and the point where a human takes over.
From $149/month. Month-to-month. No setup fee.