Give every inquiry
a place to start.
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.
- Name
- Alex Morgan
- Phone
- (555) 010-0142
- What can we help with?
- My water heater is leaking.
- Contact
- (555) 010-0142
- Service request
- Leaking water heater
- Inquiry channel
- Website form
A request with the details attached.
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
Explore a SalesOS website.
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
Talk to the AI receptionist.
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
They reached out.
Where did the request go?
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.
A form to find
The submission sits in an inbox while the day moves on.
A conversation to recover
Someone asked a question. Your team needs the context before picking it up.
A caller to remember
A busy day makes a name, number, and service request easy to lose track of.
From first contact to a usable inquiry
Keep the request.
Keep the context.
Capture brings the available customer details and service request into SalesOS. Your team has a connected starting point for the conversation that follows.
- Who is asking and how to reach them
- The work they describe
- The form or conversation behind the inquiry
Illustrative workflow for configured channels
Capture → Convert → Compound
Captured is the start.
Convert takes it from here.
A saved inquiry still needs a next step. JobLoop connects intake to the response, follow-up, and booking process.
Capture
Receive the inquiry. Gather the available details. Bring them into SalesOS.
The request is in the systemConvert
Respond, 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.
Your business.
Your setup.
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
A few practical questions.
Can I use my existing website or phone number?
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.
Does Capture bring me new traffic?
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.
Does Capture book the appointment?
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.
What if someone leaves out a detail or needs a person?
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.
Do I have to connect everything myself?
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.
Are calls and AI usage included without limits?
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
Show us how inquiries come in.
We’ll show you how they connect.
Walk through forms, chat, and calls with our team.
See how Capture hands off to follow-up and booking.