Every intake the AI handled. Book an open lead into a job, or mark it contacted.
Every call that rang out. Each one gets an instant text-back with a booking link — logged here whether it was sent or not.
Unsold estimates get a text on day 1, day 3 and day 7. Import estimates from a CSV (name, phone, amount, date, service) or mark an estimate sent from a job on the Board.
Use {{name}}, {{shop}}, {{amount}}, {{service}}, {{link}} and {{date}} — they fill in for each customer.
Play the customer. Try an emergency ("I smell gas near my furnace"), a question ("How much does a tune-up cost?"), or a routine issue ("My AC is making a rattling noise").
The receptionist's replies use these settings — its quoted fees, hours, service area, financing answers, and dates come from here. The Google review link is what review requests send customers to.