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SPECIALIST #02Active now

Sales

Answers new leads in under a minute

Leads answered in under 60 seconds — while you're still on the job

Responds to every inbound lead in under 60 seconds, qualifies it, and books it on your calendar — any hour, any day.

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Included on
CorePlusPro
Answers new leads in under a minute
What it does

Meet your Sales Agent

Replies to inbound texts, web-form leads, and voicemails within 60 seconds — and calls missed calls back the same way, 24/7
Transcribes inbound calls and works the lead from what was actually said
Qualifies leads — scope, urgency, budget range, location
Offers appointment slots checked against your live calendar, not just your posted hours
Creates and updates customer records as conversations progress
Hands off to Bid Support when a quote is requested
How it supports you, in action

From a new lead to a booked job

User flow · Sales
You / customerNew lead comes inText, missed call, web form, or Google message
SpecialistAnswers in <60sFriendly first reply in the shop's voice, day or night
SpecialistQualifies the workTrade, scope, urgency, location — a real conversation
SystemChecks your calendarOffers a real 30-min window from your live availability
Hand-offHands off for a quoteIf they want a formal price, Bid Support takes it
Your callYou approve the edge casesFirm prices, after-hours, anything off-script waits for you
Works with the team

Where it sits in the line

Sales owns first touch, then hands the job down the line — so a lead never stalls between 'interested' and 'on the schedule.'

Feeds in
Marketing
tags the lead source
Hands off to
Bid Support
composes the quote
Customer Comms
runs follow-up
Logistics
dispatches the won job
Value to the business

What it’s worth to the shop

Speed is the whole game in the trades — the shop that answers first usually wins the job. Sales makes sure that shop is always yours, even at 9pm on a Sunday, and that no lead you paid to get ever slips through the cracks.

Wins the first-response race

Answers every lead in under a minute, any hour — so jobs stop going to whoever happened to call the customer back fastest.

Fills the calendar for you

Runs the qualifying conversation and books real appointments against your live availability — no phone tag, no double-bookings, no missed windows.

Never lets a lead go cold

Follows up and re-engages quiet leads on a schedule, so the ones you already spent money to get don't quietly disappear.

<60 sec
response to a new lead, p95 — any hour
<10 sec
typical first reply
24/7
nights, weekends, holidays
How you interact with it

Every outbound message is previewable on Today, and the first three drafts require owner approval so you hear the voice. Once the voice is calibrated, routine replies ship automatically and only edge cases (out-of-area, unusual price asks, sensitive scheduling) surface for your call.

You stay in charge

What runs automatically vs. needs your approval

Runs automatically
  • First response to every inbound lead
  • Qualifying conversation
  • Booking appointments inside business hours against your calendar
  • Tagging and re-engaging cold leads on a schedule
Waits for you
  • Any firm price (it gives ranges only, below your threshold)
  • After-hours appointments, unless you've allowed emergencies
  • Anything off-script or outside normal scope — it asks you, it doesn't improvise
  • Marking a job won or lost

Speed is automatic; commitments are yours. Sales never quotes a firm price or promises staff without you.

How it helps the shop

Shops lose most leads to response latency — a customer texts three plumbers and the first to reply inside five minutes wins the work. Sales clocks in while you're on a job, and after you've gone home, so your first-response time stays under a minute without splitting a manager's attention.

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