New lead or booked job goes straight onto your to-do list
Every new person who reaches out, and every job that gets booked, lands on your to-do list by itself, with their name, how to reach them, and what they asked for. Nothing lives only in your inbox, and nobody falls through the cracks.
Save time nowTell us what you want off your plate.
Why does this matter?
Because the messages come in when you're busy doing the work.
You're on a job and your phone buzzes. Someone wants a price. You think, I'll write that down later. Then later turns into three days, and you're scrolling through your messages trying to find their name. Or you never find it at all.
That's not being careless. It's too many small things living in your head. A list that fills itself in takes that weight off.
What does this actually do?
- Someone fills out the form on your website, sends you an email, or books a job.
- Their name, how to reach them, and what they asked for go onto your to-do list, all in one spot.
- It's marked as waiting on you, so you can see at a glance who still needs you.
- This puts them on your list. It doesn't reply to them by itself. If you want that too, pair it with a first reply in your voice.
You don't copy anything over. You don't keep sticky notes. You just open your list.
How does it work?
You tell us where new people reach you. Your website, your email, your calendar, or all of them.
We set it up for you. Very little to learn, and we walk you through it.
New people and booked jobs show up on your list by themselves. You decide what happens with each one.
What stays with you?
All the parts that need you.
Whether someone is a good fit. Pricing. Odd requests. Any judgment call. You decide what to do with every person on that list. The list just makes sure you never lose track of them.
Questions owners ask about this
Is this a big new system I have to learn?
No. It's a simple to-do list, and we set it up for you. If you can read a to-do list, you're all set.
Does this work for booked jobs too, or only new people?
Both. A new person reaching out and a job getting booked both land on the same list, so everything that needs you is in one place.
Does it reply to people for me?
Not by itself. This one puts them on your list. Pair it with a first reply in your voice, and people hear back right away and land on your list.
Ready to stop losing track of new people?
Tell us which repeat task takes up too much of your day. We'll help you find a practical place to start.
Save time now