01
Guided intake
Prompt the right questions so every caller is handled consistently.
Preview feature: Calls
Capture missed-call details before they become lost jobs.
Calls is the front door of the QuoteFlow workspace: log who called, what they need, and what should happen next before the work moves into quoting or scheduling.
Turns calls into quote-ready leadsTool preview
Today in Calls
New calls3
Need quote2
Callbacks1
Booked1
- Answer with a consistent intake script
- Capture service needs and caller details
- Move qualified callers into Quotes or Schedule
How it fits
Calls creates the lead record for the rest of QuoteFlow.
Keep the intake simple now, then use the call context to create a quote or schedule a callback.
02
Call log
Store caller, service, time, and notes in a clean operational view.
03
Follow-through
Turn call notes into quotes, appointments, and follow-up tasks.
Interactive preview
Log a sample contractor call.
Virtual receptionist
Answer and log a new call
| ID | Caller | Time | Service | Status |
|---|