Bring in the right leads.
Show the services, examples, service area, and one contact form.
A form creates the lead. Staff update the record. The customer receives the status.
Show the services, examples, service area, and one contact form.
Save the request, send the confirmation, and update the same customer record.
Open the job to see the customer, messages, files, owner, and assigned action.
A saved customer record removes retyping and makes overdue work visible.
Use the same customer record from first contact through delivery.
Show new leads and overdue tasks in the staff queue.
The next staff member sees the last update, current owner, and due date.
Service pages, examples of past work, pricing guidance, and contact forms.
Customer records, messages, files, job status, and staff tasks.
Form submissions create records; status changes trigger a message or approval.
Send the site URL, spreadsheet, screenshots, or notes. I’ll mark the first connection and the records it needs.