The complete story of every lead.
Source video, every conversation, clicks, estimate, and final job value on one screen. Your office never asks “who is this again?”
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Tags ✎
AI SetterMike R.AI Summary ↗
- Rot spreading along the back fascia
- One quote already felt too high
- Fixed before the spring repaint, under $5k
Context is the close.
The estimator walks in already knowing the problem, the budget, and the quote they’re up against.
AI summaries
Pain points, desired outcome, and key quotes update in the background after every message. Nobody re-reads a 40-message thread before an estimate again.
Full journey timeline
From first story reply to paid invoice: videos watched, links clicked, who talked to them and when.
Tags apply themselves
Homeowner, landlord, budget confirmed, price shopper, repeat client. Pulled from the conversation, so filtering actually works.
Clean hand-offs
AI setter to office, office to estimator. The profile carries everything, so nobody forwards screenshots.
Job value attached
Final invoice lands on the record, which is how revenue per video gets calculated in the first place.
From a DM, a form, an ad, or a call. The profile is created automatically.
Tags, summaries, and the source video attach as the conversation happens.
The estimator sees the whole story on their phone before knocking.