Interactive walkthrough · Sample data
Try the follow-up board, then explore the caller’s conversation. No signup, no messages sent, no real customer data.
Try the owner’s side
Try this: open Morgan’s estimate, mark it won, then look at Outcomes. Or move Jamie’s callback to tomorrow and see your Due now list change. Use fictional details only.
Due now
2
Your promised follow-up time has arrived
Open enquiries
3
Still waiting for an outcome
Estimates to follow up
1
Marked estimate sent, still open
Marked won · 30 days
0
Recorded by you; not attributed revenue
Keep your phone. Bring the follow-up here.
2 enquiries in this view
Still to ask: area.
A fence panel came down. Asked for a call back to arrange a look at it.
Call Jamie and ask about access to the fence
Due now ·
Estimate sent yesterday for overgrown beds and hedge trimming. Waiting for a decision.
Ask whether Morgan has questions about the estimate
Due now ·
Sample counts from fictional enquiries. Nothing is sent or saved to a business account.
Cedar Ridge Landscaping
Missed call · Fictional example
Your phone rings first.
This example begins after the caller has completed the required opt-in and confirmation on an activated line. Follow the conversation.
Your view in the app
The missed call is recorded. Follow the messages to see how the enquiry is handled.
Illustrative walkthrough, not a live AI session. No message is sent and no appointment is booked. Live texting requires carrier approval and the required consent.
Your board works the same way: you add the enquiry, choose the next action and record the outcome. It works before any phone setup and does not contact customers for you.
Missed-call text-back is a separate application and is not live today. See pay-as-you-go pricing · How to follow up on an estimate
