Intake
The call becomes a record.
Who called, what they need, how to reach them. Captured while you stay on the line with the person who hired you.
Not a receptionist. Intake, documents, follow-up — standing up to the job.
Pipeline
Intake 12 in queue
Newest first · Filters
Maya R.
Today, 9:41 PM
Kitchen remodel quote
via website · Source call
Daniel P.
Today, 8:12 PM
New customer intake
via Google Ads · Source call
Priya S.
Yesterday, 6:04 PM
Follow-up on estimate
via referral · Source call
Maya R.
Kitchen remodel quote · Today, 9:41 PM
Open file
Capture details
Create packet
Create packetPrimary issue
Kitchen remodel quote
Best contact
Maya · mobile
Source
Website call
Call length
6 min 12 sec
Packet · Preview
Ready on your desk
PDF · 12 pages
Recent activity
View full activity
Visual mock — not a live console.
Intake
Who called, what they need, how to reach them. Captured while you stay on the line with the person who hired you.
Documents
Notes, contacts, timeline, and next steps assembled onto your desk. You open a packet — you do not hunt a thread.
Follow-up
Staff nudges, confirms, and keeps the record current so you can pick it up as the owner.
Stand-Up
You stay the owner people hired. Staff handles intake, documents, and follow-up so the work after the call is a packet — not a pile.
To stand up
$3,500
One-time. Built around your shop.
Retainer
$750/mo
Staff stays on the floor after stand-up.
Intake path
The call becomes a record: who called, what they need, how to reach them.
Document packet
Notes, contacts, timeline, and next steps — assembled so you can pick up as the owner.
Follow-up loop
The thread stays warm. Confirmations, nudges, and a current record until you close it.