The stuff you meantto get back to.Handled.
Open invoices, stalled jobs, quiet customers, and more. Follow-up agents keep them moving, keep you in the loop, and point out what needs a decision.
Talk with our voice agent
Tell us what you keep chasing.
We'll walk through what follow-up agents would take off your plate, and what stays with you.
How it works
Catches the details that keep you on track.
Busy day? A follow-up agent keeps up with what customers are saying, lets your team add notes to any job, drafts the emails, and tells you what's important. We build around the software you already use, including Jobber, Housecall Pro, and QuickBooks.
Jobber
Housecall Pro- QuickBooks
What it reads
The invoice
Before it goes out the door
The job notes
What your team actually did on site
The quote
What the customer agreed to pay
Customer conversations
Every email and reply on the job
Follow-Up Desk
Reads it all when anything changes
What you get back
A checked invoice
Hours and details match the notes
Decisions that need you
It asks you instead of guessing
Emails, written for you
In your tone. Edit or send as is.
Payment follow-up, on time
Checks back when payment is due
Example
Try it on one invoice.
- 1Invoice ready
- 2Checked
- 3Needs your decision
- 4Needs your approval
- 5Waiting for payment
Ready to check
Follow-Up Desk
2 open cases
Cases
Product walkthrough