Team Collaboration

One inbox for your whole office.

Shared conversations, clear owners, and accountability for every lead. See who replied, who dropped the ball, and what each conversation became.

4 follow-ups due today across the team
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Inbox [31]
Shared across the office, with an owner on every thread.
Open
31conversations
Assigned
18to office
AI-handled
9
Overdue
4follow-ups
All accounts This Month Revenue: High – Low Search
Conversations+ Assign
jenn.hollowayhow soon could you get out to look at the deck Sarah
d.reyes206we got quoted 18k elsewhere, is that normal Overdue 2d
tacoma.landlordsaw the crawlspace video, I have 3 rentals AI Setter
kellie.m.waYou: booked for Tuesday at 2, crew notes added Mike

Accountability without the spreadsheet.

Every conversation has an owner, a stage, and a next action.

Roles and hand-offs

Office manager, estimator, AI setter. Each thread shows whose court the ball is in, and hand-offs carry the full profile with them.

Follow-up that actually happens

Every lead gets a next action with a due time. Overdue items surface at the top of the inbox instead of dying in the scroll.

4overdue right now

Performance you can see

Reply times, booked rates, and revenue by team member. Praise the right people, fix the right gaps.

Works with the AI setter

The setter covers nights and overflow, your people take what needs a human. One inbox, no gaps between shifts.

Nothing gets lost

Every message, note, and hand-off stays on the record even when staff turn over.

1Connect the accounts

Every Instagram and form lead lands in one shared inbox.

2Assign owners

Auto-routing by job type, or manual. Everyone knows what is theirs.

3Watch the scoreboard

Reply times and booked rates per person, updated live.

Run the inbox like a jobsite.

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