Convert System
Turn more leads into booked jobs and paying customers.
A multi-touch conversion engine — AI booking, advanced qualification, dispatch alerts, estimate follow-up, and review automation — tuned to lift close rates without adding headcount.
Call → AI Qualification → Booking → Estimate → Review → Revenue
The main difference, in one line
Capture makes sure you do not lose the lead. Convert helps turn that lead into a booked job.
Convert handles calls more proactively — qualifying intent, routing the right rep, booking the appointment, following up after estimates, and requesting reviews — instead of just catching the conversation.
- Catches missed, overflow, and after-hours calls
- Collects core lead details (name, phone, need)
- Logs to CRM and sends an SMS reply
- Notifies the team to follow up manually
- Qualifies intent, scope, and customer type
- Routes to the right rep with full context
- Books the appointment in real time, 24/7
- Follows up automatically after every estimate
- Triggers review requests on closed-won jobs
Built on the Capture System foundation
- Missed-call recovery
- After-hours AI intake
- Emergency & service intake
- SMS follow-up
- CRM lead logging
- Basic booking workflow
- Monthly reporting
Everything you need to close
24/7 AI Booking Agent
Reads availability and books appointments around the clock — never lose a slot to a callback delay.
Advanced Intake & Qualification
Deeper discovery questions that score intent, scope, and budget before your team ever picks up.
Residential vs Commercial Qualification
Routes and prices each lead correctly based on customer type, property, and job profile.
Real-Time Dispatch Alerts
Instantly notify the right tech, rep, or crew with full lead context — no manual triage.
Detailed CRM Notes & Call Summaries
Every conversation is summarized and logged with action items, so reps walk in fully briefed.
Proposal & Quote Generator (AI Before/After)
Drafts polished, branded proposals from discovery notes — and includes an AI-generated render of the finished work next to the original damage photo.
Estimate Follow-Up Automation
Re-engages every unsigned estimate with timed, on-brand nudges until the customer decides.
Review Request Automation
Triggers review asks at the moment of peak satisfaction across Google and key directories.
Monthly Optimization
Hands-on tuning of scripts, qualification rules, and follow-up cadences each month.
Residential
Detects single-property scope, routes to the right service tier, and books the next available residential slot with confirmation reminders.
Commercial
Captures multi-site context, decision-maker info, and contract scope, then escalates to a commercial rep with full notes ready to quote.
Every estimate gets followed up — automatically
The moment an estimate goes out, Convert starts a personalized cadence across SMS and email. The sequence keeps running until the customer books, replies, asks to delay, or declines — then it stops on its own and hands off to your team.
Estimate sent confirmation
Branded email with the estimate, summary, and a one-tap button to book.
Check-in reminder
Friendly SMS asking if they had a chance to review the estimate.
Availability reminder
Email surfacing this week's open slots and a direct booking link.
Scheduling prompt
Two-option SMS: pick a time, or reply with a question.
Final follow-up
Polite last touch — confirm interest, push out the timeline, or close the lead.
- Books the appointmentHands off to your calendar.
- Replies to a messageRoutes to the right rep with full context.
- Asks to delayPauses and resumes on the date they pick.
- Declines the estimateCloses the loop and updates the CRM.
As soon as the customer engages, your rep is alerted with the estimate, conversation history, and recommended next step — no manual digging.
Outcomes you can expect
- 3.2x more booked appointments
- Materially higher close rate
- Faster quote-to-decision turnaround
- 4.8x more reviews generated