The Problem
Imagine a plumber who gets a call at 9 am, writes down the job details on a napkin, then spends the afternoon typing a quote, waiting for the homeowner to look at it, chasing a payment, and finally asking for a review. Each step takes time and often falls through the cracks.
Most service businesses juggle spreadsheets, separate apps, and endless back‑and‑forth emails. Missed quotes, double bookings, unpaid invoices, and forgotten review requests become the norm.
How It Works
When a customer calls, the assistant listens and creates a line‑item quote right away. You see the draft on your phone, make a quick edit if needed, and send it with one tap.
The homeowner opens a simple page, sees the total update in real time, signs with their name, and you get an instant “viewed” notification. As soon as they approve, the quote turns into a job on your calendar.
Drag the job to the right day, assign a tech, and the system sends the customer a confirmation. After the work is done, the same system fills an invoice with the approved amount, sends a payment link, and follows up automatically if the bill isn’t paid.
When payment clears, a pre‑written review request is sent for you to approve, then it goes straight to Google. The whole loop runs from a single conversation.
What It Means for You
For a roofing company, this means no more lost quotes and no more chasing payments. You get paid faster, schedule jobs with confidence, and collect five‑star reviews without lifting a finger.
Because everything lives in one place, your team sees exactly what’s happening—who opened a quote, which jobs are due today, and which invoices need a nudge. That clarity cuts admin time by hours each week.
Getting Started
Sign up for the all‑in‑one service plan. Your website, quote builder, job board, calendar and payment page are set up automatically.
Download the mobile view, speak or type a quick note after each call, and watch the system turn it into a quote. Approve, schedule, and let the built‑in reminders keep everything moving.