Features/CRM/Contacts & Job Pipeline
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    Contacts & Job Pipeline

    Everything that runs your business, in one place.

    Why this matters

    A lead comes in and lives in your head.

    You forget to follow up. You lose track of where they are. Six weeks later you find their number on a napkin. A job pipeline turns every lead into a card that moves from new to booked to won, so you always know what's next. The job you would have forgotten is sitting right there, waiting for your next move.

    What we do

    Every lead becomes a card that moves from new to booked to won, so you always know what's next.

    What you see

    Every job and every customer at a glance.

    What your customers see

    A contractor who never loses track of them.

    Find it in: CRM > Opportunities

    More in CRM

    Business Phone Number

    Every Launch Pad gets its own local business number, registered with the carriers so your business name shows on caller ID.

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    Mobile App

    Run all of it from your phone: calls, texts, leads, your calendar and payments.

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    Universal Inbox

    Every call, text, email, chat and Facebook and Instagram message lands in one inbox.

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    Snippets

    Saved replies written for your trade, so the questions homeowners ask most take one tap to answer.

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    Trigger Links

    Links that know who clicked, so when a customer taps your booking, review or payment link, the next step starts on its own.

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    Calendars

    Your estimate calendar with your hours and availability, synced to the calendar on your phone. Confirmations and reminders go out on their own.

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    Automations

    The follow-up runs itself: replies to new leads, appointment reminders, follow-ups until the estimate is booked, and review requests after the job.

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    Missed Call Text Back

    Miss a call and the caller gets a text right away, so the conversation keeps going.

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    Estimates & Invoices

    Estimate templates for your services, ready to send. An approved estimate becomes an invoice, and trades that sell maintenance get recurring invoices too.

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    Online Payments

    Customers pay by card from a text or email link. A customer portal where they can see and pay every invoice is available on request.

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    Accounting Sync

    Your invoices and payments sync with your accounting software.

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    Contracts & E-Sign

    Send contracts and change orders to sign from a phone, and keep every signed copy with the customer.

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    Email & Text Campaigns

    Reach past customers with seasonal reminders and offers by email and text.

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    Reporting

    Your dashboard when you log in, a short text summing up your week, and a monthly report.

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