Skippable walkthrough

Show the owner where the money moves.

The first tour points at the board, leads, customers, calendar, dispatch, AI intake, automations, and public booking URL.

01 / Dashboard

See today before it gets sideways.

Hot leads, scheduled jobs, crew movement, and follow-up sit on the first screen.

02 / Lead inbox

Every call and form lands in one queue.

New work gets urgency, source, customer info, next step, and a clear booking path.

03 / Customer record

Stop digging through old texts.

Notes, jobs, calls, quotes, and communication history stay tied to the customer.

04 / Calendar

Book work without guessing.

Open slots, scheduled jobs, and assigned crews are visible to the operator.

05 / Dispatch

Know who is rolling and what comes next.

Dispatch lanes show scheduled, dispatched, in-progress, and completed jobs.

06 / AI receptionist

Catch the details when the owner is busy.

Call summaries and missed-call recovery start as reviewable operator tools.

07 / Automations

Follow-up fires without babysitting it.

Review asks, quote nudges, owner summaries, and callbacks stay visible and controllable.

08 / Public URL

Give customers one clean place to request work.

Each organization gets a path-based booking URL for MVP launch and testing.

09 / First action

Work the hottest lead first.

Open the lead inbox, qualify the job, attach the customer, and book the next slot.