Know who is calling before you say hello.
Type a phone number and see the client, their buildings, open jobs and balance on one screen. Commercial accounts get sites and openings. Residential gets a single address and none of the clutter.
Included on every plan.
What it does
- 01
Sites are first-class
A property manager with 14 buildings is one client with 14 sites, each with its own access notes, hours, on-site contact and jurisdiction.
- 02
Leads scored the way you would
Service type, property type, service area, source, message keywords and a valid phone number roll up to hot, warm or cold. You set the weights, and the factors behind every score are shown.
- 03
One timeline per client
Form fills, calls, texts, emails, estimate views, jobs, invoices and payments in one scrolling history, with filters.
- 04
Lead to estimate in one move
Convert a lead into a client, a site and a draft estimate at once. The source, campaign and landing page come along, so reporting can tie revenue back to where it started.
- 05
No duplicate clients
Phone and email are checked when you create or import. The merge tool keeps the full history of both records.
- 06
Search everything
One search across clients, contacts, sites, openings, jobs, estimates and invoices by name, phone, email, number or address.
In practice
A new call, start to finish
- 1
The phone rings. You type the number and the client record opens with sites, open jobs and balance.
- 2
It is a new facility manager, so you log a lead. It scores hot: commercial, in your service area, asked about a card reader retrofit.
- 3
You convert it. Rundown creates the client, the site and a draft estimate with the lead source attached.
- 4
Every text, email and payment from here lands on the same timeline.
Not built yet
On the roadmap for this module.
Rundown is a pilot build. These are planned and not in the product today. We list them so you can decide with the full picture.
- PlannedRelationship links between a general contractor, owner, tenant and facility manager on the same job
- PlannedClient health view: last service, open balance, plan status