00 · IntakeCapture the information that determines the next move
Forms and conversations collect the service, location, timing, contact details, and qualification signals your team needs.
- 01 / Channel-specific forms
- 01 / Required-field logic
- 01 / Spam protection
- 01 / Source attribution
01 · ResponseAcknowledge, qualify, and route
The lead receives a useful response immediately, then moves through rules matched to service type, territory, urgency, and availability.
- 02 / Instant SMS/email
- 02 / AI-assisted questions
- 02 / Owner assignment
- 02 / Hot-lead notification
02 · BookingProtect the calendar and reduce friction
Qualified leads see the right appointment type and availability, with reminders and rescheduling options built in.
- 03 / Calendar rules
- 03 / Round-robin or technician routing
- 03 / Confirmation and reminders
- 03 / No-show recovery