← All Workflows
AI-POWERED LEAD AUTOMATION

From Form Submit to
Scheduled Job

Every lead captured, classified, and followed up — automatically. You just show up and do the work.

1
Capture

Customer Fills Out Form INSTANT

A potential customer visits your website and submits a quote request — name, phone, email, service needed, project details.

Website Form Any Device 24/7
2
AI Classify

AI Analyzes the Lead AUTOMATED

Claude AI instantly reads the request and classifies it — urgency level, estimated job value, service category, and generates a summary + talking points for your callback.

🟢🟡🟠🔴
Urgency Rating
💲💲💲
Value Estimate
💡
Talking Points
3
Notify

You Get Notified Instantly < 10 SEC

A professional email hits your inbox with everything you need — customer details, AI summary, and one-tap buttons:

📞
Call Customer
💬
Text Customer
📅
Schedule Job

The preferred contact method is highlighted based on what the customer selected.

4
Confirm

Customer Gets Confirmation AUTOMATED

The customer immediately receives a branded email from your business name — "Thanks for reaching out! We'll be in touch within 2-4 hours." Professional, warm, instant.

Your Branding Click-to-Call Business Hours
5
Schedule

You Call & Schedule the Job

You call the customer from the email, discuss the project, agree on a date. Then tap "Schedule Job" right in the email — pick the date/time on a simple page. No app, no login, 10 seconds.

6
Remind

Automatic Job Reminders AUTOMATED

The system sends you reminders so you never forget a job:

🌙
Night Before
6 PM reminder
☀️
Morning Of
7 AM reminder
📍
Address + Directions
One-tap Maps
7
Follow Up

Never Lose a Lead AUTOMATED

If you haven't contacted a lead yet, the system nudges you automatically:

4 Hours
Gentle reminder
⚠️
24 Hours
Warning
🚨
72 Hours
Going cold

Also Included

📊
Client Dashboard
Track all your leads & stats
📅
Job Calendar
Add & manage all jobs
📧
Weekly Summary
Leads, wins, conversion rate
⚙️
Full Control
Customize everything