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Demo: Trades and home services

Inquiry to estimate follow-up

For trades and home services. See how an inquiry becomes one record with an owner, how estimate follow-up stops as soon as the customer answers, and what happens when a message cannot be delivered.

Interactive demo. Sample data. No messages are sent.

Try it

The interactive version needs JavaScript. The steps below show what it does.

What the demo walks through

  1. A routine inquiry arrives and becomes one record with an owner and a next action.
  2. An automatic receipt is recorded. A personal acknowledgment from staff is a separate step.
  3. The estimate is marked sent and a follow-up is scheduled.
  4. Advancing demo time makes the follow-up due. A second follow-up is scheduled if there is still no answer.
  5. When the customer accepts or replies, pending follow-up stops.
  6. The same event arriving twice does not create a second inquiry.
  7. A failed delivery stays failed and creates a staff review task. Nothing retries on its own.

Why it helps

  • Every inquiry has an owner, so nothing waits in a shared inbox.
  • Estimates are followed up on time without anyone keeping a list in their head.
  • Customers who already answered are not chased.
  • Problems are visible to a person instead of failing quietly.

What a real version would need

This page is a simulation running in your browser. It does not connect to any system and does not show that an integration exists for your business. A real workflow is scoped with you first and depends on:

  • Where inquiries arrive today (website form, phone, email) and who owns them
  • The system that holds customer records, such as a CRM or job management tool
  • An email or text provider your business is permitted to send from, with customer consent where required
  • Agreed follow-up wording, timing and when to stop
  • A person who checks the review queue each business day

What it does not do

  • Not emergency dispatch. Urgent calls still go to a person.
  • No real messages, customers or credentials are used here.
  • It does not show that this integration exists for any business today.
Talk through your business needs

Or call (430) 288-4710. See the other demos.

What would you like to get under control first?

Choose the conversation that fits. Either way, you will talk with a person and leave with a clear next step.

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Prefer the phone? Call (430) 288-4710. Already a Guardian client? Go to Client Support.