Package 01
Keep Track of Customer Requests
See who needs help and who needs a reply.
When someone fills out your website form, their details go into one customer list. You can see what they asked for, who is handling it and what needs to happen next.
For example: Someone asks about a bathroom remodel. Their request appears in your list, is assigned to a team member and gets a reminder to follow up.
What this does for you: Less searching through emails and fewer requests left unanswered.
What’s included
Includes one website form, a shared customer list for up to three team members, reminders and a simple progress view. We can also bring in up to 500 contacts from one prepared spreadsheet.
Package 02
Website Helper
Get the details before you call the customer back.
A chat helper on your website asks what the customer needs, where they need it and when. It answers common questions using information you provide, then sends your team a short summary. Questions it cannot answer go to your team.
For example: A homeowner needs a fence repaired. The helper asks for their location, the type of fence and a description of the damage. You get those details together with their contact information.
What this does for you: Less time asking the same questions and more useful information for the first conversation.
What’s included
Includes one website chat helper covering up to five services and twenty common questions. Phone calls and text messages are separate services.
Package 03
Easy Appointment Booking
Let customers choose an available time.
Customers book through a link, get a confirmation and receive email reminders. They can also cancel or move their appointment. You choose the hours and appointment types they can book.
For example: A customer books a haircut for Thursday at 2 p.m. The appointment appears on the barber's calendar, and the customer receives a reminder before their visit.
What this does for you: Less back-and-forth arranging appointments and fewer reminders to send yourself.
What’s included
Includes one location, up to three staff calendars, two appointment types and up to two email reminders per appointment.
Package 04
Easier Estimates
Prepare a clear price estimate without starting from scratch.
Choose the services and quantities for a job. The system uses your prices to work out the total and prepare a PDF with your business name. You can see which estimates customers have accepted and which are still waiting for an answer.
For example: A cleaner selects a three-bedroom home and adds oven cleaning. The estimate uses the cleaner's saved prices and is ready to check and send.
What this does for you: Less repeated typing and a consistent way to prepare and track estimates.
What’s included
Includes one estimate design for one type of business and up to twenty saved price items. You set the prices; payment collection is separate.
Package 05
New Customer Setup
Get the paperwork ready when a customer says yes.
When you mark a sale as accepted, the system creates the customer's project folder and task list, sends a welcome email and shows your team what needs to happen next.
For example: A customer agrees to a new website. Their project folder is created, your team gets its checklist and the customer receives an email explaining how to get started.
What this does for you: Less setup work for every new customer and a clear starting point for your team.
What’s included
Includes one repeatable setup process, up to ten checklist tasks, a project folder, a welcome email and connections to up to three other apps.