Workflow
What it organizes
A missed call or web inquiry starts the workflow.
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Interactive Solution Concept
Missed-call lead capture for a home service business
Explore how the core workspace could feel in practice. Everything below uses sample data, but the interactions represent the workflow I would tailor to your team, rules, and existing tools.
Waiting on a reply4
Revenue at risk$5,190
Answered under 5 min1
Dana W.Duct cleaning quote · Website form | 1h 36mCold | $750 | New | |
Sam K.Panel upgrade · SMS reply | 37 minCold | $2,600 | New | |
Chris P.Leak inspection · Missed call | 14 minAnswered | $320 | Contacted | — |
Jordan L.Water heater replacement · Website form | 8 minCooling | $1,840 | New | |
Maya R.No cooling · Missed call | 2 minHot | $480 | New |
Sorted by longest wait — the ones most likely to be lost.
Answer a waiting lead and watch the revenue at risk drop. Automation does this in seconds, day or night — which is the whole point, because 35–50% of jobs go to whoever replies first.
First build
Where I would start
Start with missed calls, one service area, one calendar, and one follow-up sequence.
Proof
How it earns its keep
Median response time · Percent of missed calls converted to complete requests · Booked appointments from recovered leads
Your Version