Platform
The part that keeps track.
Every lead from every source in one list, with what happened to it attached — who called, what they wanted, what was said, what was booked, and what is still outstanding.
What it does
- Pulls calls, website forms, web chat, Google messages and Instagram or Facebook DMs into one place
- Keeps a full contact record — every call, text and email with that person, in order
- Stores the recording and transcript against the call it came from
- Tags the lead source so you can see which ads and which pages are actually producing work
- Shows stage and owner, so nothing sits unclaimed
What it does not do
- It is not a full field service management system. It does not do job costing, dispatch boards or price books.
- It does not replace your accounting software.