Here's how customers reach you, and what runs in the background.

A customer fills out a form on your site. Two helpers handle the texting, the waiting, and the reminders. You handle the in-person stuff and the quote. Six buttons tell the app what just happened. That's the whole job.

The form

Lives on your website. Customer fills it out and hits submit. It asks for nine simple things:

• Name
• Phone
• Email (optional)
• Address
• What they want done (kitchen, bathroom, flooring, fireplace, repair, something else)
• One sentence on what they're picturing
• Photos of the space (at least one)
• When they want it done (ASAP, 1–3 months, 6+ months, just exploring)
• Budget range ($10–25K, $25–50K, $50K+, not sure)

That's it. Long forms scare people off.

Before the quote

The moment the form is submitted, the Greeter picks it up. It does three things:

• Disqualifies or greets. Outside your service area or asking for work you don't do? Polite decline goes out, the lead never hits your screen. Clean lead? Greeter texts them right back: "Got it, Ziv will be in touch within 1 business day."
• Sends you a notification on your phone with their info and photos.
• Drops the lead in your pipeline so you can pull up the full details anytime.

Then you decide. Three paths:

• In-person quote
  Drive out, walk the space, write the quote there or after.
• Text quote
  Photos and their description are enough — write the quote from where you are, send it remote.
• Pass
  Don't want the job? Tap Can't Do This Job. Polite decline goes out.

After the quote

When you tap Quote Sent, the app asks one quick thing: how did you send it? In Person · Text · Phone. Tap one. Helper uses it to talk to the customer in the same voice you did.

From there, the Booking Helper takes over. Two ways it engages:

• The customer reaches out on their own — any time. Helper responds in real-time.
• Five days pass with silence — Helper sends one soft check-in: "Any questions on the quote?"

Either way, same job. Helper catches a yes if it's there ("I'll have Ziv reach out today with the contract"), politely acknowledges a no, and handles reschedules on its own. Never argues, never closes — that part's yours.

Only when a customer's reply needs your voice — a question on the quote, a revision request, or anything Helper isn't sure about — does the message land in your Reply to This Contact inbox. Their name, their exact words, one tap to text or call back. Helper handles everything it can handle, so the inbox only fills up when you actually need to weigh in.

Your six buttons

Listed in the order they'd usually happen on a job.

• Can't Do This Job You're passing on the job. Polite decline goes out — "we're not the best fit, best of luck." Both helpers stop.
• Quote Sent Booking Helper wakes up. Listens for a reply or sends a soft check-in after 5 days of silence.
• Revision Needed Customer wants a change. Follow-up stops. You get a reminder to send the new quote, then re-tap Quote Sent.
• Not Interested Customer said no. Follow-up stops. App checks back in 90 days, just once.
• Signed Only tap after the contract is signed AND the deposit is in. Customer gets the receipt. Your crew lead gets a text.
• Job Complete A day after the final walkthrough, customer gets a polite ask for a Google review.

What if something different happens

• A lead comes in outside your service area.
  Greeter politely turns them away. Never reaches your screen.
• The customer wants to reschedule the estimate.
  Greeter handles it. Checks your calendar, offers new times, books the one they pick.
• The customer asks something Helper isn't sure about.
  Helper says "Let me check with Ziv and get right back to you." Their question drops in your Reply to This Contact inbox. Never makes up an answer.
• The customer wants to push the start date after they've signed.
  Comes straight to you. No automation touches anything after a contract's signed.
• The customer cancels the job after signing.
  Comes straight to you. Refunds and material decisions stay with you.