From first call to paid
- 1A lead lands
The AI answers the call or chat and puts a card on the board with the source, the caller's details and a summary.
- 2You quote
Build the estimate from your own rates and templates on the lead and send the customer a link.
- 3The job moves
Drag the card through the steps you named for your trade, with job types like repair, install or maintenance.
- 4You get paid
Turn the estimate into an invoice, record the payment and see the money on your dashboard.
Everything on one card
Calls, website chats, Instagram, Thumbtack and Google Local Services leads all land as cards.
Every call on a lead has its recording, transcript and a short AI summary.
Name the steps a job goes through and the kinds of jobs you do. The board follows.
Quote, invoice and record payments without leaving the lead.
QuickVOC reads every call and sets the next step. Reminders come to Telegram.
Calls, chats, jobs and visits for a customer in one timeline.
Up to 3 team members on Starter, 10 on Pro and 25 on Business. 3-day free trial, no credit card.
Questions about Pipeline
Something else on your mind? Talk to us.