DEMO · Ridgeline Home Co. is fictional. Every name and number here is made up.
Ridgeline Home Co.
Mission Control · Business bundle
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Morning brief
On the owner's phone at 6:30 AM, before the trucks roll. Ninety seconds.
–Leads waiting on a call
–Quotes needing a follow-up
–Jobs this week
–Review asks ready
Needs you today
The job usually goes to whoever calls back first. This screen is how the owner knows, before 7 a.m., that nobody is waiting and no quote has gone cold.
Leads
Every form, call and text in one place with a clock on it. Anything unclaimed for two hours gets chased.
–Unclaimed past 2 hours
–Median first call back, 30 days
–Called back within 1 hour
–Leads, 30 days
Open queue
Every customer gets a text receipt in seconds, so they know a real person has it. The owner gets a callback plan.
Quotes
Every estimate out the door, and the follow-ups that win the ones that go quiet.
–Open quotes
–Follow-ups due
–Won, 30 days
–Close rate
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Out the door
Day 2 and day 7 follow-ups are drafted in the owner's voice. Nothing is sent until they tap OK.
Jobs
This week's jobs by crew: deposits, photos and the punch list in one place.
–Jobs this week
–Starting today
–Waiting on a deposit
–Job photos this week
Crews snap photos from their phones. The good ones go to the website gallery and the social calendar, with the owner's OK.
Reviews
Ask every happy customer at the right moment. Results land on Google.
★★★★★
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–New reviews, 30 days
–Asks sent, 30 days
–Asks ready to send
–Replies drafted
Ready to send
Never a fake review, never an incentive. One honest ask, in the owner's voice, after the walkthrough.
Canvass & events
Door-knock tracking by street, event leads captured on a phone, and same-day follow-up.
–Doors knocked, 7 days
–Conversations
–Appointments set
–Home show leads
By street
Street
Doors
Talks
Appts
Where the leads came from, 30 days
Bring your info in
Your list goes in once, during setup. Here's how that looks with a spreadsheet you already have.
1. Pick your list
A spreadsheet saved as CSV (Excel and Google Sheets both do it), or try the sample. In this demo the file never leaves your phone.
Other ways in
Website and Google listing forms
Land in the Leads queue automatically, each with a clock and an owner.
Calls and texts
Logged from a phone in a few taps, right from the truck.
Your old estimates
Export them from your estimating app or spreadsheet as a CSV and bring them in the same way.
Paper and business cards
Snap a photo. We type them in with you during setup.
Door knocks and home shows
Captured on a phone at the door or the booth, so nothing goes in a pocket.
You don't have to do any of this alone. Setup includes moving your existing lists in with you, so day one already has your customers, quotes and jobs in it.