System 7 of 7 · Pipeline + Team Access

Every lead in one place, and your whole crew on the same page

Website chat, texts, Facebook, and email land in a single inbox. Every job sits on a simple board: new, quoted, scheduled, won. And the app is on your phone and your crew's phones, so everyone can see whose job it is and what's next.

One inbox · one board · your crew
app · Summit Home Services
Conversations 4 new
Dana R. gutters, back of house
Kai L. need a quote to reseal my deck
Mike T. asked for a Thursday slot
Joy N. sent photos of the lanai
Website chat · text · Facebook · email. One list.
Pipeline this week
New 2
Dana R.gutters
Joy N.lanai
Quoted 2
Kai L.deck · $1,850
Mike T.fence · $4,200
Scheduled 1
Pat K.gate · Thu
Won 1
Alan P.drywall · $2,600
K
Pat K. · gate · Thu 9:00 assigned to Keoni · it's on his phone now
10:41
Inbox 4 new
ConversationsCallsReviews
Dana R.gutters, back of house
Kai L.need a quote to reseal my deck
Mike T.asked for a Thursday slot
Joy N.sent photos of the lanai
K
Pat K. · gate · Thu 9:00 assigned to Keoni · it's on his phone now
Pipeline this week
New 2
Dana R.gutters
Joy N.lanai
Quoted 2
Kai L.$1,850
Mike T.$4,200
Sched 1
Pat K.Thu
Won 1
Alan P.$2,600

Website chat, texts, Facebook and email land in one list, every job sits on one board, and the app on your crew's phones shows whose job it is.Every channel in one list, every job on one board, the whole crew in the app.

The numbers, with receipts

Why this one matters

75%

used more than one channel in a single search — which is why every channel has to land in one place.

BrightLocal Consumer Search Behavior, 2026 — 1,227 US consumers · source
42 hrs

was the average first-response time among the companies that responded at all.

Harvard Business Review, “The Short Life of Online Sales Leads” (Oldroyd, McElheran & Elkington, 2011) — audit of 2,241 US companies · source
72%

of consumers consider three or fewer businesses before they decide. The lead that sits in a notifications tray is a lead that closes without you.

BrightLocal Consumer Search Behavior (decision speed), 2026 — 1,227 US consumers · source

Every number on this page links to the study it came from — year and sample size included.

What you actually get

Pipeline + Team Access, in detail

Four channels, one inbox

Website chat, SMS, Facebook, and email in one thread list. Stop hunting through four apps for the guy who asked about the fence.

A board, not a memory

New lead, quoted, scheduled, won. You can see at a glance who's waiting on you, and the notes, photos, and quote stay on the card.

The app, on every phone

Yours and your crew's. Assign a job to Keoni and it's on his phone with the address, the photos, and the time. He doesn't call you to ask.

Organised by job, not by who remembers

Who's on what, what's quoted, what's booked this week. When you add a second truck, the system already knows how to hold it.

Straight answers

Fair questions about the Pipeline + Team Access

If the answer here puts you off, better now than after you've paid.

Can my crew use it?

Yes. Team access is part of the system: your people get the app on their phones with the jobs assigned to them. You decide who sees what.

Is this dispatch, invoicing, and job costing?

No. This is the lead-to-booked side: inbox, pipeline, who's on what. Full field-service dispatch, invoicing, and job costing is a different kind of software, and we'll say so if that's what you actually need.

Stop reading about it. Watch it work.

Apply, and we drive a live account for thirty minutes. Bring the objection you're already thinking of.