A better handoff.
In the tools you use.
Explore delivery options around your current CRM, email, and SMS workflow. Scope and access are confirmed before connection.
Your tools.
One connected workflow.
A lead handoff should fit the way
your business already works.
HighLevel
Setup subject to account access and workflow verification.
ServiceTitan
Setup subject to account permissions and API access verification.
Jobber
Setup subject to account access and workflow verification.
Housecall Pro
Setup subject to plan, permissions and workflow verification.
Pipedrive
Delivery scope depends on account permissions, field mapping and a verified API workflow.
FieldEdge
API access and FieldEdge onboarding must be confirmed before an integration can be offered.
Every handoff needs a test.
Agree on field mapping, recipients, duplicate handling, and delivery status before connecting a campaign. Supported routes depend on your platform and account permissions. These product names identify platforms for discussion; no partnership or endorsement is implied.
Make the right
details land.
Choose the information. See where it could belong in your office’s CRM.
Homeowner inquiry
The details arrive as one inquiry.
The person behind the project.
Keep the contact details together so your office knows who to speak with and how to reach them.
Proposed mapping only. Platform access, field availability, recipient permissions and configuration must be confirmed and tested. This example does not connect to or write to a CRM.
A clear path from inquiry
to opportunity.
Clear criteria. Useful context.
A handoff your team understands.
Define the work.
Start with your trade, service area, and the projects your crew wants to quote.
Pre-qualify the homeowner.
We contact the homeowner and ask questions about the project before forwarding the inquiry.
Your team confirms the booking.
Receive the exclusive inquiry, then contact the homeowner to confirm the booking.
Your service radius, project types, timing, and qualification criteria become the starting point.