Skip to content
Log inSign up
Templates
Create estimate lead, notify staff, and text the prospect

Create estimate lead, notify staff, and text the prospect

Your on-site estimate form submissions arrive untracked, leaving ops and estimators without customer context. You get structured contacts and instant SMS/email confirmations to book visits same day.

Create estimate lead, notify staff, and text the prospect

Overview

When estimate requests sit untracked, schedulers and estimators lose context and response windows. This flow captures each form, creates a prospect record, and sends instant SMS and email confirmations so your team can book visits the same day.

Create estimate lead, notify staff, and text the prospect