Inbox

Send a WhatsApp-style message, let AI qualify the job, and move it into the workflow.

WhatsApp inbox

Use quick actions or type a dummy message to simulate intake.

New inquiry

Lead capture

AI qualification fills the lead record automatically.

WF-0000

Qualified leads

Leads stay here until the customer confirms the quote.

Waiting for confirmation

Confirmed jobs

After customer confirmation, each job lands here ready for assignment.

Assign from this tab

Active job progress

Move the selected job through assigned, en route, on site, payment, and completed.

Confirmed

Job detail

Team status, payment, and customer updates stay together here.

WF-0000

Payment

Automated updates

Completed jobs

Finished work appears here with final payment method and assigned team.

Closed jobs
Job ID Status Address Team Payment Quote