A roof inspection request becomes an owned opportunity
Review the inquiry and match it to the right customer.
Record the inspection opportunity, owner and callback date.
Prepare the estimate or proposal, and use the follow-up report to find overdue next actions.
What the team gets
The office can see who owns the inquiry, what was offered and which customer action comes next.
Start with the right setup
Pipeline and manual tasks are core. Forms and Pipeline follow-up are optional Apps. Messages and proposals need their configured sending path; the read-only follow-up report never sends a message.
Adapt qualification fields, pipeline stages or a follow-up report to your process. Keep proposal and opportunity changes in their existing services so the interface and AI observe the same decision.
Collect the information your team needs and turn reviewed responses into customer and pipeline work. Form builder supports draft definitions, preview and published share links. Review responses and customer matches before accepting them into the existing intake path.
Customer proposals
Prepare an offer, follow its customer decision and keep the opportunity connected. Proposals retain the services, pricing and customer context. Material edits and acceptance use the existing proposal lifecycle and linked pipeline rules.
Opportunities and pipeline
See current stages, values and next actions in board, list or calendar form. Open the opportunity to inspect its customer, activity and next step. Calendar shows dated next actions on the viewer's local day and keeps unscheduled opportunities visible. Individual and bulk status changes from Leads use the same Pipeline rules, with named recovery details for incomplete updates. Retrying the same change preserves its existing follow-up or client engagement. Use the evidence you have before changing the record, then confirm the saved result.
Opportunity Radar
Keep supplied sources, reviewed opportunities, relationship context, and saved drafts in one workspace, and approve anything before it sends. Source briefing runs on a budget you set and stays off until you turn it on. Reviewed outreach uses the sender you configured only after an exact human approval, with contact checks and cooldowns. Automatic discovery and outcome measurement are still being built.
Context-aware reply drafts
Ask AI to prepare a reply using the available conversation and business records. An explicit outreach request can stage a reviewable email proposal in the same conversation. Check the wording, recipient and commitments in Work before approving a send, then inspect its recorded result.
Follow-up commitments
Turn an agreed next step into visible work with a date and an owner. Enter the commitment directly or use a supported task proposal. Meeting commitments takes an explicit checklist; automatic transcript extraction is a separate workflow.
Reviewed pipeline changes
Ask AI to propose a stage change for a specific opportunity. Inspect the record, proposed stage and supporting context in the approval flow. Confirm the saved stage and activity after the action runs.
Bulk contact changes
Tag up to two hundred contacts, stage them into a draft campaign, or suppress campaign email, with a result for each one. Successful rows stay saved if another row fails, so a partial run is visible and the unfinished part can be retried.
Find overdue follow-up
Use stale opportunity and overdue-task reports to decide what needs another look. Pipeline follow-up and Overdue commitments apply defined rules to available records. Inspect the source and report coverage before drawing conclusions about the customer.
