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 2 of 5: Review the response and qualification setup

This screen shows the settings that power the first reply, service-fit questions, and escalation logic.

See owner visibility
Settings

Preview how the automation is configured.

Pressure washing owners usually care about speed-to-lead, service fit, and crew handoff. The settings preview keeps those controls front and center.

Read-only in preview
Preview section

Communications

Choose the phone number, voicemail handoff, and business-hours fallback.

Preview section

Missed Calls

Control how fast the first text fires after a missed inbound call.

Preview section

Automation

Review qualification, quote routing, and crew handoff triggers.

Preview section

SMS Settings

Preview tone, delay, and first-message content for local homeowners.

Preview section

Lead Qualification

Capture roof type, driveway size, service area, and urgency before quoting.

Preview section

Alerts

Send high-value jobs to the owner while crew-ready jobs route to the operations inbox.

What unlocks after upgrade

Edit messaging, routing, and lead qualification rules
Connect the phone line and turn on owner alerts
Run crew handoff, booking, billing, and team workflows from the app