← use cases · construction · customer relations
Every request gets a reply within the hour, even on a Saturday.
Out on site all day, quote requests wait until the evening or the weekend; some clients have already gone elsewhere.
It acknowledges receipt, asks the missing questions, creates the client file, and proposes a meeting slot in your calendar.
for example, constructionA roof repair request gets a reply within the hour asking for the address and photos, then a visit slot.
it readsemailformcalendar
To get started: A shared calendar and the connected mailbox.
try it on a real case →A job whose history lives in the foreman's phone.
One page per job: visit report, survey, signed quote, progress photos, exchanges with the client.
your case
we check together whether the data exists, try it on a real case from your week, you correct it, and the rule gets written down. if it doesn't work, we'll tell you.
