Product
See the lead become a job.
Five steps, one sample house. This is an illustrated demo, not a recording from a customer account. Switch the steps yourself, or let the tour play.
Sheet
New sheet row
Opened lead
John Alvarez
1842 Oak Ave · Roof
Street view · 1842 Oak Ave
- TitleAlvarez household
- Value$648,000
- PermitRoof permit pulled last year
- Roof2,140 sq ft
Maria Gomez
AI voice · kitchen lead · your number
Texting Andre
Andre, this is the office about the bath quote. Still want us out this week? Reply YES and we will hold a time.
Sent from the office line
18Tomorrow
11Texted
9Confirmed
Maria, you are on the board for a roof visit Thu at 10:00, 1842 Oak. Reply YES to keep it.
BuildBeltNew roof lead. John Alvarez, 1842 Oak Ave. Roof permit pulled last year. Value about $648,000.
Thursday 10:00. We can take that one.
BuildBeltMaria replied YES. The roof visit is held.
CaliPosted to the crew. Four roof leads came in today.
A canvass sheet comes in as rows. BuildBelt reads the homeowner and the address, then files that house as a lead.
Open the lead and the house is already on it. Street view, older permits, the title, and roof size are on the file before anyone drives out.
The CRM calls and texts from your line. The AI voice works the number, and a text goes out in the same pass.
The homeowner gets a text before the visit. They reply yes, the time stays held, and the truck does not roll to an empty driveway.
The lead and the confirm post into the crew WhatsApp, with the address, the time, and what was booked.
Want this on your own sheet?
Book a walkthrough and we’ll run your trades through the same path.