Features built for the field
Every feature is designed to put more money in your pocket with less work.
Voice-to-Quote
On the job site, just speak. AI extracts customer name, equipment, work scope, price, and timeline. Generates a professional PDF quote in under 10 seconds.
- Hands-free on site
- PDF + email + SMS
- Editable before send
Auto Follow-up Sequences
Day 1, 3, 7, 14 automated reminders via SMS and email. Customer replies auto-pause the sequence. Hot leads auto-escalate to you.
- Day 1/3/7/14 default
- Custom sequences
- Up to 3,000 touches per month
Field Add-On Quotes
Find extra work on site? Voice an add-on. Get customer e-signature immediately. Approval routing if over your threshold.
- E-signature on-site
- Auto-merge invoice
- Approval threshold
ROI Dashboard
See exactly how much money you recovered through automated follow-ups. Trends, funnel, and team rankings.
- Dollar recovered this month
- Conversion funnel
- Team leaderboard
Smart Pause / Restart
AI classifies customer replies (price sensitive, time sensitive, hesitation). Pauses or restarts follow-ups intelligently.
- Intent classification
- Auto escalation
- Zero manual triage
30/60 Day Revival
Long-silent quotes automatically get revival emails at Day 30 and 60. Turn dead leads into revenue.
- Day 30 check-in
- Day 60 last offer
- Seasonal re-marketing
TCPA & GDPR Compliant
All communications are opt-in compliant. Customers can unsubscribe with one click. GDPR data export and deletion built in.
- Opt-in and opt-out
- GDPR export
- Audit trail
Multi-Timezone & Multi-Language
Follow-ups trigger at 9am in each customers timezone. English (US and GB), German, French, Spanish supported.
- Customer timezone
- en-US, en-GB, de, fr, es
- Localized formats