Leads
Keep the enquiry, source, status and next action together, so a new opportunity has an owner.
Explore the actionsONE BUSINESS. CONNECTED.
Your whole business.
Working as one.
From the first enquiry to the next visit. Bring customers, people and work together, with the parts you choose and the tools you want to keep.
INSIDE mCRM
One enquiry. A clear next step.
Follow Jordan’s inspection enquiry through the actual workspace.
Start with the customer context.
The customer, service, source and next action live on the same lead record.
What changes for your teamNo hunting through messages for the service address.
01 / 03Know who you are speaking with.
Open the connected customer record to see contact details, properties and the history available for that customer.
What changes for your teamA familiar customer stays connected to their records.
02 / 03Turn the conversation into a plan.
Choose the customer and property, then prepare the date, arrival window, service and company for review.
What changes for your teamThe visit has a place, a purpose and an owner to assign.
03 / 03The walkthrough stops at an unsaved visit draft.
Recorded in mCRM · fictional example dataProduct screens shown in English.
mCRM / Explore the rest of your business
Explore the rest of your business
Different work deserves a different view. Choose the process you want to see next.
The whole workspace. Organized around your work.
Explore all 57 catalog areas by the problem you need to solve. Availability depends on your plan, enabled modules, device and connected services.
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Win the next job
A lead should not disappear between a phone call and a spreadsheet.
Clients
See the customer’s properties and work history before the next conversation.
Explore the actionsPipeline
Find unanswered enquiries and see the next follow-up instead of working from memory.
Explore the actionsEstimates
Build itemized proposals, track versions and keep the customer’s acceptance with the quote.
Explore the actionsRun a workable day
Know who is going where, with the information needed to do the job.
Dispatch
See the day across technicians and move from a booking to an assigned visit.
Explore the actionsSmart scheduling
Compare candidate slots using booked work and available staff data; review gaps before confirming.
Explore the actionsWork orders
Give every job a scope, assigned crew, progress and supporting documentation.
Explore the actionsJob chains
Connect related visits and their estimate, job, invoice and payment records.
Explore the actionsCrew location
See reported crew locations when device permission and location collection are enabled.
Explore the actionsRoute planning
Compare driving time with scheduled stops using geocoded addresses and a configured routing provider.
Explore the actionsFinish with evidence
Keep findings, materials and time with the work they belong to.
Quality & inspections
Collect inspection findings, photographs and quality issues against the relevant job.
Explore the actionsTime clock
Record shifts and breaks, then review corrections against the original history.
Explore the actionsTap to Pay
Accept contactless payment on an eligible iPhone after payment-account and device setup.
Explore the actionsKnow where the money stands
A completed job and a collected payment are two different things.
Invoicing
Turn the amount owed into an invoice and follow its outstanding balance.
Explore the actionsCard payments
Collect by card or payment link through your connected Stripe account; reconcile recorded payments.
Explore the actionsPayroll
Review recorded hours and gross-pay calculations by employee and pay period.
Explore the actionsRevenue reports
Separate collected revenue from outstanding invoices when reviewing the business.
Explore the actionsTax engine
Review sales-tax calculations and supporting records for the configured jurisdictions.
Explore the actionsKeep the conversation together
The next person answering should know what was already said.
Phone
Call and answer through the configured company line, with the customer context nearby.
Explore the actionsTexting
Send customer texts from the business number with message history in the workspace.
Explore the actionsVoicemail
Review missed calls and available voicemail transcripts before calling back.
Explore the actionsTeam chat
Keep internal conversations close to the work instead of scattering context across personal chats.
Explore the actionsGrow without losing control
Different roles, brands and locations should not become one confusing workspace.
Training
Give new hires training material, policies and knowledge checks in one place.
Explore the actionsBrands
Keep each trading name’s identity, phone numbers and customer-facing details distinct.
Explore the actionsCompanies
Work across separate companies under one login with company-specific records and access.
Explore the actionsPermissions
Limit what each role can see and change so staff get the tools relevant to their work.
Explore the actionsApprovals
Review actions that require authorization before allowing them to proceed.
Explore the actionsConnect marketing to the work
See where enquiries came from and keep your business presence organized.
Reviews
Prepare a review request and retain its response with the customer context.
Explore the actionsCall tracking
Use configured campaign numbers to identify which source generated a call.
Explore the actionsDomains
Manage domain search, registration and renewal with the required provider setup.
Explore the actionsDNS
Manage the domain records used by your website, email and service verification.
Explore the actionsBusiness email
Manage company mailboxes on your domain through the configured mail provider.
Explore the actionsWebsite
Manage your business website and connect its enquiry forms with your customer workflow.
Explore the actionsWordPress bridge
Connect an existing WordPress site for authorized publishing from the workspace.
Explore the actionsSearch presence
Review search visibility and indexing information for connected websites.
Explore the actionsMake your systems work together
Move data with a purpose, clear access and a traceable result.
Connections
Manage account connections and permissions for supported external services.
Explore the actionsInbound lead intake · broader scope to confirm
Webhooks
Receive leads through a configured inbound connection. Availability of general outbound event webhooks needs confirmation.
Explore the actionsInbound lead intake · broader scope to confirm
Zapier & automations
Connect lead delivery from Zapier to the supported intake endpoint. Broader automation flows require a separate availability check.
Explore the actionsAI access
Let an authorized AI tool use scoped access, with approval required for designated actions.
Explore the actionsConnections and automation need configuration. Device-dependent features require compatible hardware and permissions; some services also require provider approval. View plans & requirements
More business situations and decisions
Less chasing. More work moving.
Explore six everyday situations. Follow the records, see what the system handles and where your team decides.
The problem
Enquiries arrive in different places. Nobody knows who called back.
What becomes easier
The source, contact history and next follow-up stay in one queue.
System action
Capture the enquiry
A configured website or provider connection creates the lead with its source and contact details.
Jordan LeeIllustrative workspace
- Source
- Website form
- Status
- New · awaiting contact
CustomerVisit overviewCustomer history
Team decision
Record the conversation
The office reviews customer history, assigns responsibility and records the outcome of the call.
Jordan LeeIllustrative workspace
- Owner
- Morgan · office
- Outcome
- No answer · follow-up needed
CustomerVisit overviewCustomer history
System action
Bring the next action forward
Configured alert rules calculate when follow-up is due. Contact hours and notification preferences affect delivery; a reminder is not a call to the customer.
Jordan LeeIllustrative workspace
- Queue
- Follow-up due
- Next action
- Review and call Jordan
CustomerVisit overviewCustomer history
What happens after the call?
Choose an option to see its result in the record above.
Keep the lead active. The next follow-up follows the configured cadence.
The office can move to the assigned visit and its preparation.
Stop customer outreach for this opt-out. Silence alone would not have closed the lead.
The problem
A free calendar slot does not always mean the technician can take the job.
What becomes easier
The office compares a realistic candidate and confirms the assignment with context.
Team decision
Define the request
Specify service, address and preferred time before promising a visit.
Jordan LeeIllustrative workspace
- Requested
- Tuesday · 10:30
- Service
- Chimney inspection
CustomerVisit overviewCustomer history
Assisted decision
Compare available slots
Scheduling evaluates the booked day and available staff data. Missing travel or skill data remains a gap to review.
Jordan LeeIllustrative workspace
- Candidate
- Alex · 10:30–11:30
- Travel
- Requires address data
CustomerVisit overviewCustomer history
Team decision
Confirm the assignment
The dispatcher confirms the appointment and assigned technician. The visit keeps the customer and access notes.
Jordan LeeIllustrative workspace
- Visit
- Assigned to Alex
- Context
- Side entrance · call before arrival
CustomerVisit overviewCustomer history
Compare two sample assignments
Choose an option to see its result in the record above.
Calendar opening: 10:30–11:30. Review travel and service fit before confirming.
Conflict: Sam already has a visit from 10:00–11:00. Choose another time or technician.
The problem
Photos, prices and customer decisions end up in separate messages.
What becomes easier
Evidence and the proposal stay attached to the same customer and job.
Team decision
Capture the findings
The technician records inspection notes and attaches the relevant photographs.
Jordan LeeIllustrative workspace
- Inspection
- Cap damage recorded
- Evidence
- 3 findings · 2 photos
CustomerEstimateCustomer history
Assisted decision
Build the estimate
Choose price-book items and quantities. The estimate calculates line totals for review.
Jordan LeeIllustrative workspace
- Items
- Cap $180 + labor $120
- Draft subtotal
- $300.00
CustomerEstimateCustomer history
Team decision
Request customer approval
Review tax and scope, then share the proposal through a configured channel. The customer’s response determines the next action.
Jordan LeeIllustrative workspace
- Estimate
- Version 1 · awaiting acceptance
- Decision
- Customer reviews the scope
CustomerEstimateCustomer history
Change the sample quantity
Choose an option to see its result in the record above.
1 × $180 + $120 labor = $300 before tax.
2 × $180 + $120 labor = $480 before tax. Review the labor allowance.
3 × $180 + $120 labor = $660 before tax. Review the labor allowance.
The problem
A job marked complete can still leave money uncollected.
What becomes easier
Invoices, verified payments and the remaining balance tell the same story.
Team decision
Review the invoice
Check the completed scope, charges and customer before issuing the invoice.
Jordan LeeIllustrative workspace
- Invoice
- INV-1042 · $300.00
- Balance
- $300.00 outstanding
CustomerInvoicePayment
Team decision
Offer a payment method
Use an enabled payment link or supported in-person collection. The customer authorizes the charge.
Jordan LeeIllustrative workspace
- Method
- Connected Stripe account
- Status
- Awaiting payment confirmation
CustomerInvoicePayment
System action
Record the confirmed payment
A verified provider event records the payment. The recorded amount determines the remaining balance; a partial payment leaves the invoice open.
Jordan LeeIllustrative workspace
- Recorded
- $200.00 paid
- Remaining
- $100.00 outstanding
CustomerInvoicePayment
Apply a sample payment to a $300 invoice
Choose an option to see its result in the record above.
Unpaid · $300 still outstanding.
Partially paid · $100 still outstanding.
Paid in full · $0 outstanding.
The problem
Hours, breaks and job progress arrive as scattered end-of-day messages.
What becomes easier
The manager reviews recorded work and exceptions before approving corrections or pay.
Team decision
Record the shift
Employees clock in and out and record breaks as they work.
Alex MorganIllustrative workspace
- Shift
- 08:00–16:30
- Break
- 30 minutes recorded
ShiftRecorded timeNeeds review
Assisted decision
Review hours and exceptions
Recorded intervals support the hours calculation. Missing or conflicting entries need a manager’s review.
Alex MorganIllustrative workspace
- Worked
- 8 hours after break
- Review queue
- 1 correction request
ShiftRecorded timeNeeds review
Team decision
Approve with a history
An authorized manager reviews corrections and payroll inputs. The audit trail keeps who changed what.
Alex MorganIllustrative workspace
- Approval
- Manager review required
- Record
- Original entry + correction history
ShiftRecorded timeNeeds review
Review breaks within an 08:00–16:30 shift
Choose an option to see its result in the record above.
8 hours worked after a 30-minute break.
7 hours 45 minutes worked. The original recorded break remains part of the history.
7 hours 30 minutes worked. Any correction still needs authorized review.
The problem
Website forms and lead-provider messages require retyping, with the risk of losing the source or creating duplicates.
What becomes easier
An authorized intake connection brings the enquiry into the correct business context.
Team decision
Configure the intake
An owner or manager configures a lead-intake link, company, brand and field mapping for the source.
Website → mCRMIllustrative workspace
- Source
- Website or lead provider
- Destination
- Your selected company and brand
CustomerVisit overviewCustomer history
System action
Receive and check the lead
The intake validates the connection, maps the supplied fields and applies the configured duplicate handling. Capture-only configurations record the arrival without creating another lead.
Website → mCRMIllustrative workspace
- Fields
- Contact · service · source
- Outcome
- Created, matched or held for review
CustomerVisit overviewCustomer history
Team decision
Review the intake outcome
The office reviews the stored outcome and any missing details before contacting the customer. A successful HTTP response alone does not mean a new lead was created.
Website → mCRMIllustrative workspace
- Record
- Intake history + lead reference
- Next action
- Review and assign follow-up
CustomerVisit overviewCustomer history
Read the intake outcome, not just the response
Choose an option to see its result in the record above.
A lead reference is returned. The office can open it and assign the next action.
The arrival is stored, but no additional lead is created. Review the existing source path.
An invalid connection cannot create a lead. Correct the setup and check the delivery again.
Interactive illustrations with fictional data. These controls never contact a customer or change your workspace.
See where your day
could come together.
Explore the sample workspace, then talk through the setup your team needs.
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