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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

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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