Turn phone-only quote intake into a system property teams can run themselves.
- Industry
- Property services
- Challenge
- Phone-only intake
- Solution
- Lead & job tracking
- Outcome
- Multi-region coverage
The operating model could not absorb more volume.
- 01
Quotes and job requests came in almost entirely by phone, with no structured way to capture, route, or follow up on them.
- 02
Service information and coverage areas were hard for property managers to find or compare across the company’s many regions.
A connected way to run the work.
A marketing website built around the company’s services and regions, paired with an online quote and lead intake flow and internal tools for tracking and assigning incoming work.
The key workflows, connected.
- 01
Service discovery
Property managers browse services and coverage by region instead of calling to ask what’s available.
- 02
Quote intake
Requests are captured through a structured online flow instead of phone calls alone.
- 03
Lead routing
Incoming leads are tracked and routed to the right regional team.
- 04
Job tracking
Internal tools give the team visibility into job status across regions.
A clearer operating model.
Before: Quotes handled entirely by phoneAfter: Online quote and lead intakeBefore: No structured way to track leadsAfter: Central lead and job trackingBefore: Service coverage hard to find by regionAfter: Clear region-by-region service pages
What changed for the business.
- Property managers and facility teams can request quotes and find relevant services online, any time.
- The team gained a central system for tracking leads and jobs instead of relying on memory and phone logs.
- The site and intake flow can extend to new regions without rebuilding the underlying system.
Implementation in service of the business.
A custom marketing website, lead intake flow, and internal admin tooling, built to support quote requests and job tracking across a multi-region service business.
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No technical brief required. Just a conversation about your business.