Lead sources
Every inquiry gets a work order with its source kept, so you can see which ads and sites produce booked jobs.
Lead follow-up →Integrations
Your tools, finally working together.
We connect your lead sources, CRM, phone, calendar, suppliers and accounting so a job’s details travel from the first form to the final invoice without anyone retyping them. Before we quote, we check what your plans and permissions actually support.
ROUTING SLIP · JOB #4471
Window replacement
- LeadFacebook lead form → CRM
Name, phone, address and the ad it came from
- EstimateCRM → Rep’s calendar
Appointment, address and the homeowner’s notes
- SoldCRM → QuickBooks
Customer, job number and the $11,900 contract
- SoldCRM → Supplier order sheet
11 windows, sizes, grid style and color
- ProductionSupplier email → Production calendar
Delivery date, with the install held until it lands
- PaidCRM → QuickBooks
Final invoice, deposit applied, payment marked
Fields retyped by hand 0
What we connect
Start with the setup you already have.
CRMs & field-service software
Contacts, jobs, stages, tasks and the full conversation written to the record your team already works from.
CRM & sales tracking →Phone & AI voice
Calls answered as your company, with approved answers, booking and a handoff to a person when it matters.
AI phone answering →Calendars & scheduling
Estimates and installs booked into real availability, with reminders and reschedules that update everywhere.
Job handoffs & scheduling →Accounting & suppliers
Sold jobs, change orders and material lists carried forward without retyping.
Change orders & collections →Workflow tools
New workflows, or repairs to the ones that quietly stopped running.
Automation repair →Not listed? Most tools with an API or Zapier connection can be included. Platform names describe tools we can work with and do not imply a partnership.
Platform guides
How-to guides for the big three CRMs.
Next step
Tell us what you use. We’ll tell you what’s possible.
Book a free 20-minute call with the names of your tools. You will know on the call which connections are straightforward and which need a closer look.