Missed-call text-back
Reply quickly when the business cannot answer and capture the service need.
Automation services
Small workflows can rescue leads before they disappear.
The automation page now owns missed-call text-back, quote routing, lead tracking, AI summaries, review requests, old lead follow-up, and portal workflows.
Core systems
Start with one bottleneck.
The best first automation is usually a small, reliable workflow that removes a recurring lead leak or admin task.
Quote request routing
Send useful summaries to the owner and log each request with a status.
Lead summaries
Prepare short notes, missing detail flags, and suggested replies for approval.
Review request workflow
Ask happy customers at the right time with approved wording.
Old lead reactivation
Check back with people who asked but never booked.
Dashboards and portals
Track leads internally and give clients a clean project status view.