Coordinate inspection requests, project qualification, estimate follow-up, and storm-driven lead volume in one visible pipeline.
Concept workflow: web or call lead → property and project intake → service-area check → inspection booking → estimate follow-up.
Collect ownership, property type, service requested, timing, known damage, insurance context, and location without overstepping.
Route qualified requests to the correct inspection calendar and keep staff informed of exceptions.
Quote delivery, decision follow-up, document requests, and lost-opportunity reasons stay attached to the lead.
We’ll map the current response path and show you the smallest system that fixes the most important gap.