Today
Leads & customers
| Contact | What they did | What you did | Plan | Status | Last activity |
|---|
Hiring
| Applicant | Job | Car | Score | Status | Last activity |
|---|
Recent activity
Settings
Lead drip texts
Sent automatically to leads who saw a quote but didn't claim — at 1, 3, and 7 days. Any reply, booking, or STOP halts the sequence. Placeholders: {first}, {quote}.
Review engine
After a customer's 3rd completed visit, they get one review-ask text. Paste your Google review link to switch it on (leave empty = off). Placeholders: {first}, {link}.
📬 Newsletter
Blog subscribers land in Leads as subscriber. Compose here to email everyone with an address on file (unsubscribe link added automatically).
💰 Pay (payroll-lite)
Weekly completed-visits × rate, with shift hours and km alongside. Mark a week paid when you send the e-transfer — the reference is kept for the books.
🔑 Verification call capture
Getting a phone-verification call from Google/Meta/a bank? Robots start reading the code the second the call is answered, so the normal greeting+forward loses it. Turn this on, then trigger the call: for 10 minutes, incoming calls are answered silently and recorded from second 0 — the full code shows up as a playable recording on the caller's timeline. (SMS codes never arrive on this line — always choose the call option.)
Business line: — texts and calls to it land in this CRM automatically. Calls are recorded with a spoken notice.
