One inbox for everything
Every request lands in the same place and waits for someone to sort it. On a busy day, the sorting happens after dinner.
A kitchen lead shouldn’t wait in the roofing estimator’s inbox. We write the rules for who gets which lead, send it there with the homeowner’s answers attached, and catch the ones nobody picks up.
Part of the engine: Sales · Booking and follow-up that holds
Every request lands in the same place and waits for someone to sort it. On a busy day, the sorting happens after dinner.
Every lead hits your phone first and you forward it between jobs. When you’re in a crawlspace or a client meeting, nothing moves.
A request goes to an estimator on vacation or a tech who never checks texts. Nobody notices until the homeowner books someone else.
Which job types, which territories, and which hours each person covers, written as plain rules the system follows.
Project type, address, answers, and the price range they saw arrive with the lead, so the first call starts with their project.
If a lead goes unclaimed past the window you set, it moves to a second person or to you.
You can see who got each lead, when it arrived, and whether they reached out, without asking around.
Who estimates what, which areas they cover, and when they can be reached, including days off.
Simple if-then rules, with a fallback for anything that doesn’t fit a lane.
Forms, booking, and your CRM or phones connected, then checked with test submissions for every lane.
New hire, new territory, someone on leave: the rules change with them, so leads never go to an empty chair.
Attention × Offer × Sales × System. A weak part drags the others down, so we build and run all four.
Daytime leads might hear back in minutes. Night and weekend leads often sit until morning. Count how many cross the one-hour line.
Leads per month waiting over an hour: 24
60 leads a month, 40% after hours, 45 minutes to reply in the day and 12 hours at night.
See what we’d build for these numbersStarts with example numbers. Change them to yours. Arithmetic only, not a promise of results.
If more than one person ever handles leads, yes, even a simple version. Two people each assuming the other called is how good leads go quiet. With one person, routing is mostly about the backup for when that person can’t answer.
Yes, if that’s how you want it. Some contractors rotate leads to keep things fair. Others assign by territory or specialty. We set it up the way you run sales, and the rules can change later.
The homeowner still gets an instant reply. The lead then goes to whoever covers after hours, or waits as a task for the first person in the next morning, depending on how you work. Urgent job types can follow a different rule than planned projects.
We route into Jobber, ServiceTitan, Housecall Pro, or GoHighLevel, or straight to your team by text and email if you don’t use one. What each CRM can do differs, so we check before promising a specific rule.
Seven questions. Two minutes. See the one part of your engine holding your projects back.
Show me where I’m losing jobsFree 2-minute assessment · No pitch, no obligationAvg response time 2.5 minutes