02 · Actions AE
Know your next move.
Every lead gets an owner and a required next step. The Result you pick decides what happens next.
$100 / seat / mo · planning price · coming soon
Action queue
- Sample Lead ACall today · 2:00 PM+10
- Sample Lead BSend estimate+8
- Sample Lead CInspect · Thu+12
- Sample Lead DFollow up · Fri+5
The command center
Explore a sample workday.
Fictional records, not a live customer system. Choose a Result, review its consequence and complete the sample Action. The simulation records points and creates the next step.
Your next move
New leadCall Maria Hernandez
1420 Oak Ridge Dr
Choose a result to enable completion.
What happens next
You choose the result. This preview shows the next action, status and points before you finish.
View sample job context
Illustrative image, not customer evidence. Source: website request.
4 open actionsFictional records · nothing sent
Points ledger 27 pts
- Luis OrtegaInspection logged+15
- Ana RuizBooked inspection+12
Product direction
How an Action moves.
- 01
It comes in.
From your website, a call or a door knock.
- 02
It gets an owner.
One person. Never a pool nobody watches.
- 03
Something is due.
A required next step with a time on it.
- 04
You pick a Result.
Completing an Action takes a Result.
- 05
The Result decides.
The engine writes the next Action. Points are stamped.
- 06
Keep the result visible.
The selected Result records the change in lead status.
$100 a seat. A month.
Planning price · coming soon