Loading...
Forms. Live chat. Phone calls.
One connected system.
SalesOS captures who’s reaching out and what they need, so the next conversation starts with the details already in place.
Built for home-service businesses. Set up for you.
A homeowner submits their name, contact information, and the work they need. The submitted details enter SalesOS together.
One example shown three ways. Details depend on what the homeowner shares and how your intake is configured.
Explore the experience
Browse our landscaping demo to see how the website presents services and invites an inquiry.
Demo website. Sample business content, not customer results.
Try a live conversation
Describe a landscaping project and hear how the demo agent asks about the work.
“I would like to replace my front lawn.”
This demo gathers an example inquiry. Booking and follow-up are part of Convert.
Microphone access is needed. Details you share may be saved in the demo account. Use example details rather than your real contact information.
The first gap in the customer journey
You’re on a job. A form lands in an inbox, a visitor opens a chat, and the phone rings. When those requests live apart, your team has to piece the story together.
The submission sits in an inbox while the day moves on.
Someone asked a question. Your team needs the context before picking it up.
A busy day makes a name, number, and service request easy to lose track of.
From first contact to a usable inquiry
Capture brings the available customer details and service request into SalesOS. Your team has a connected starting point for the conversation that follows.
Illustrative workflow for configured channels
Capture → Convert → Compound
A saved inquiry still needs a next step. JobLoop connects intake to the response, follow-up, and booking process.
Receive the inquiry. Gather the available details. Bring them into SalesOS.
The request is in the systemRespond, learn more, follow up, and help move the opportunity toward an appointment.
The conversation moves forwardAI can answer during intake. The continuing response, follow-up, and booking belong to Convert. Your team assesses, prices, and completes the job. After completion, Compound supports review and referral requests.
We review how inquiries reach you, configure the intake channels, and test how they connect to your sales process. You bring the business knowledge. We set up the system.
Before you book
We review your website, phone setup, and current tools during the demo and setup process. What can connect, what needs to change, and how calls should be handled depend on your business.
This stage explains what happens when someone contacts you through a form, chat, or call. It is not a promise of traffic, search rankings, or a particular number of leads.
Capture gathers the inquiry and its available details. Convert handles the next steps: response, follow-up, and help with booking. A live conversation can move from intake into Convert without the homeowner needing to start over.
An inquiry starts with the information the homeowner provides. Convert can continue the conversation to gather more. Human handoffs are configured for your business, and your team handles judgment calls, scope, pricing, and the work itself.
SalesOS includes done-for-you setup. We configure the channels and workflows for your business, test the setup, and establish the handoff to your team. You provide the business information and access needed to do that.
No. Usage-based activity is billed separately from setup and the subscription. We review the setup and usage considerations with you so you can assess the fit. See usage pricing.
See Capture in your business
Walk through forms, chat, and calls with our team.
See how Capture hands off to follow-up and booking.