Platform · Intake and referrals
Every call becomes a job. Typed once.
Phone calls, after-hours answering, web forms, referral links and TPA assignments all open the same job record. Everything after that, from the drying file to the last invoice, starts from what was captured on the call.
- Caller
- [Homeowner name]
- Property
- [Address]
- Cause
- Supply line, kitchen
- Affected
- Kitchen, hall, basement
- Insurance
- [Carrier] · claim # not yet known
- Photos
- 4 sent by text link
What's included
Your own number
Calls ring through your business number. Caller ID opens the customer, and the call, notes and recording (where state law allows) attach to the job.
After-hours answering
A scripted intake captures the caller, property, cause, affected areas and insurance, collects photos by text, then pages whoever is on call.
One intake form
Date and cause of loss, rooms, carrier and claim number if known, urgency, access and safety notes. Unknowns can be filled in later.
Every door, one record
Your website form, referral links, TPA assignments, email and manual entry all create the same kind of job.
Repeat address check
A property you've worked before is flagged for review, with its history, without blocking a new job.
Lead pipeline
Inspections and estimates that haven't turned into work yet, with follow-ups and the reason you won or lost each one.
Referral partners
See what every plumber and agent sends you.
Plumbers, insurance agents, property managers and adjusters each get their own referral link. Jobs and revenue are credited back to the partner who sent them, and partners see only the status you allow.
| Partner | Jobs | Revenue |
|---|---|---|
| [Plumbing company] | [#] | [$] |
| [Insurance agency] | [#] | [$] |
| [Property manager] | [#] | [$] |
Questions
Can I keep my answering service?
Yes. Route after-hours calls to your own on-call tech or your existing answering service instead of ours.
Are calls recorded?
Only where state law allows and with the notice it requires. Recordings attach to the job.
What do referral partners see?
Only the status of the jobs they sent, at the level you choose. Never your notes, pricing or other customers.