Less to keep in your head.
Your customer details, messages and follow-ups in one place. See new enquiries on your phone and keep track of who needs a reply.
Set up for you. Available at every level.
Through the form on your website
Your enquiry is saved, ready for you to follow up.
Replies and reminders are agreed during setup.
Know who to call.
Know what’s next.
Open the app, see what’s come in and pick up the conversation. Keep the enquiry’s status up to date so you can see what still needs attention.
We set up the parts you’ll use. Compare the plans for ongoing support and reviews.
-
Enquiries and messages
See new enquiries on your phone, with the customer’s details and conversation together.
-
Bookings and reminders
Offer times for quote visits or agreed appointments, with confirmations and reminders.
-
Quote follow-ups
Keep track of who’s waiting for a quote or a reply, and what needs to happen next.
-
Review requests
Invite feedback after the job, with automated requests and an included tap-to-review card.
-
Repeat work
Set up relevant reminders for maintenance, return visits and the next job.
A tap-to-review card.
Yours to keep.
We give our clients a review card to use at the end of a job. A customer taps it with a compatible phone to open your review page and leave their feedback.
Keep it in the ute, take it to the job and make asking for a review part of wrapping up.
See how review requests work
Already using
job software?
We start with what you use. Quotes, job scheduling and invoices can stay in your existing software, while the CRM looks after enquiries and follow-ups.
See job management integrationsYour CRM
- New enquiries
- Customer conversations
- Follow-ups and reminders
Your job software
- Quotes and job records
- Scheduling the work
- Invoices and payments
We check what can connect and agree what moves between the two. An integration is scoped and priced separately.
The practical questions.
We’ll agree the setup with you and show you how to use it.
Do I have to set it all up?
We connect your website, set up the agreed replies and reminders, and walk you through the app. We’ll agree who needs access and show you how to handle a new enquiry, reply and update its status.
Can I bring my existing contacts across?
We’ll review what you can export from your current system and agree which contacts and details to bring across before setup.
Which messages are automatic?
Only the replies and reminders we agree with you. We confirm their wording, timing and when they should stop. You still handle the conversations and decisions that need a person.
Are there any usage costs?
Any SMS, phone or other usage costs are explained and agreed before they’re added. Your plan sets the ongoing support and workflow-review frequency.
Need calls answered too? AI Voice Receptionist is an optional addition, scoped and priced separately.