A request comes in
Capture a new detailing inquiry in a contact record, with the context your team needs.
One connected workspace
Follow the detail from the initial request through quoting, scheduling, service and follow-up—all with customer and crew context close to the work.
Explore the workflowThe workbench
Let the process provide the structure. Keep the conversation, task and job a short step apart.
Capture a new detailing inquiry in a contact record, with the context your team needs.
Keep the sold services and pricing with the opportunity—not in a disconnected message.
Create a scheduled or unscheduled appointment, with recurring work when the customer needs it.
Tasks linked to a contact or appointment give your team a clear place to go next.
Stay with the job
Inbox, tasks and team chat open as side panels, so the details you're working on stay in view.
See it in your day
See how conversations, appointments and team follow-through can live together.