Respond
Answer inbound calls or guide homeowners who reach out online.
Sample inquiries · illustrative animation
When a customer reaches out,
make it easy for them to hire you.
Show me HOW IT WORKS
A better next step for every inquiry.
Qualify
Screen project fit, location, timing, and investment using your rules.
Book
Offer available appointments and give your team the project brief.
Your CRM stays. Each channel is configured around your approved qualification rules and calendar.
BEFORE YOU TRY IT
Good questions. Straight answers.
Does this replace our CRM?+
No. It is a conversion layer between your website form and your consultation calendar. Your CRM can remain the system of record.
Can it handle inquiries from our website and other online sources?+
We review your website forms and other online lead sources during setup. Each source needs a supported handoff into the qualification flow; not every advertising platform is already connected.
Can homeowners use chat or phone?+
The first version uses a guided web conversation. Optional chat and voice can be added; a phone call is never required to complete the flow.
Can we set our minimum project size and reject handyman jobs?+
Yes. Your project types, scope rules, and minimum project size determine which inquiries qualify. Small repairs can be routed away from your consultation calendar.
Can it check service areas and book different salespeople?+
Yes, when your approved territories, team assignments, and live calendar capacity are connected. Travel, visit length, and buffers are part of the scheduling rules.
What if a homeowner is unsure about budget?+
They are routed for review rather than treated as qualified automatically. Your team decides the appropriate next step.
Do repairs and maintenance use the same questions as a major project?+
No. Routine maintenance demo paths skip the investment and decision-maker questions. Planned projects collect additional context before booking.
Does it guarantee attendance?+
No. Qualified means the agreed screening criteria are met. Confirmed means the homeowner explicitly accepted the appointment. Attended means the consultation actually took place. Cancellations and no-shows are tracked separately.
What happens if we do not have enough leads?+
We assess eligible lead volume before agreeing on an appointment target. This system converts existing demand; it does not create traffic or guarantee revenue.