Guided demoExterior cleaning niche

Summit Exterior Cleaning

Follow one exterior-cleaning lead from the first missed call through qualification, owner visibility, and team-ready next steps in under a minute.

Service area: South Charlotte + Union CountyAvg reply time: 42 secRead-only preview

Guided story

Step 4 of 5: See what the owner notices first

The dashboard turns the lead flow into operator-ready context: reply speed, qualified jobs, booking momentum, and what needs attention.

See the team handoff

Total leads

128

Last 30 days

+14 vs prior month

Qualified

41

Soft wash + house wash fits

32% qualification rate

Booked

19

Calendar handoff accepted

$8.4k pipeline won

Spam filtered

7

Blocked before team follow-up

5% filtered automatically

Recent leads

New work is visible first.

This preview is tuned for a pressure washing operator, so the inbox, notes, and next actions all map to real service calls instead of generic sample data.

Open pipeline

Matthews homeowner

NEW

House wash + driveway cleaning

Matthews, NC · Website quote form

Asks for this week availability before HOA walkthrough.

Contact

(704) 555-0183

Submitted

Today, 8:14 AM

Pipeline note

No reply sent yet

South End dental office

CONTACTED

Storefront sidewalk pressure washing

South End, Charlotte · Missed-call text back

Requested before-hours service and proof of insurance.

Contact

ops@midtown-dental.example

Submitted

Today, 9:52 AM

Pipeline note

Auto-reply sent 38 sec after call

$650 monthly route

Weddington property manager

QUALIFIED

Roof soft wash + gutter brightening

Weddington, NC · Google Local Services

Pets on site. Wants text confirmation before arrival.

Contact

(980) 555-0122

Submitted

Yesterday, 4:10 PM

Pipeline note

Quoted after qualification questions

Ballantyne pool owner

BOOKED

Pool deck and patio wash

Ballantyne, Charlotte · Referral campaign

Gate code captured and job notes sent to crew.

Contact

bookings@pool-patio.example

Submitted

Yesterday, 1:22 PM

Pipeline note

Booked for Thu at 10:30 AM

Account status

Launch-ready control center

Plan

Company

$247/mo · company workflow sample

Phone setup

Toll-free line ready

Missed-call text-back previewed

Crew handoff

Calendar + notes ready

Booking handoff enabled

Active features

Automation that feels operational

Missed-call text-back

Preview ready

Review flow

Lead qualification

4 questions

Edit rules

Booking handoff

Crew-ready

Manage

Owner alerts

Instant

Preview
Quick actions

Test missed-call reply

Preview the first text, response delay, and call-to-text handoff.

Update service areas

Tighten routing for South Charlotte, Matthews, and Weddington requests.

Tune quote questions

Adjust roof wash, driveway, and patio qualification prompts.

Service playbook

What this sample workspace is built to handle

House washing

Auto-qualifies siding type, water access, and square footage hints.

Driveway cleaning

Captures stain severity, concrete type, and preferred service window.

Roof soft washing

Collects roof type, age, and sensitive landscaping notes before quoting.

Patio and pool deck

Separates one-off residential work from recurring commercial routes.

Preview mode

A guided sample of the real workflow

You can move through the workspace, but all edits stay read-only in this guided sample.
Activated workspaces unlock phone setup, routing rules, crew handoff, and owner notifications.
Sample leads stay niche-specific so owners can immediately picture their own workload.