Capture
Collects and qualifies the caller's details, and puts them where your team works.
They called, and nothing got lost
Jobs aren't lost on price. They're lost because nobody picked up, or what was said never got written down.
Someone asking about a new system or a roof replacement is deciding right now, and if no one answers, they call the next company. When someone does answer, the details end up on a sticky note or in one person's head. Your estimator gets half the information, late, and doesn't know what was promised.
Lea · Summit Air's AI receptionistIncoming call · Saturday 3:40 PMHi, this is Linda. I'd like a quote to replace my furnace before winter.
Happy to help, Linda. Is it gas, and about how old is it?
Gas, about 18 years. We're on Oak Hollow Drive.
Got it. A comfort advisor will call you tomorrow by 10 AM with options.
New contact
It qualifies while it talks
It's not a form read out loud. It asks the questions your best salesperson would.
- It asks what your team needs to know, not what fits in a form.
- It collects your trade's details: equipment age, square footage, roof type, address.
- It tells a ready buyer from someone just shopping, using your rules.
- It puts the lead in your CRM, not in a separate inbox.
- It alerts the right person with a summary of the call.
- It handles several calls at once when an ad campaign lands.
What a good lead means to you
Asking isn't the hard part. Knowing what to ask, and when a lead deserves a fast callback, is.
The details
What your team needs to act without calling back.
The rules
What turns a question into a lead worth chasing.
Where it goes
The CRM, sheet or inbox your team already checks every day.
Who gets it
Who gets each type of lead, and how fast they're told.
The whole lead, still warm
It's not a number scribbled down. It's a contact with context, in your CRM, seconds after the call.
- Full contact details, not copied by hand.
- What they wanted, in their own words.
- Your trade's details, filled in the same way every time.
- A lead status, so you know who to call first.
- An instant alert to whoever owns the lead.
Wherever a lead can go cold
Capture steps in when the call stops being a question and starts being a sale.
After-hours calls
It captures the lead that comes in at night, when your competitors don't answer either.
Busy-season rush
It qualifies several callers at once when your ads fill the phone.
Where the limits are
We'd rather you read it here than find out on a demo. Capture opens the opportunity; closing it is still yours.
- It doesn't sell. It collects and qualifies; quoting and closing are for people.
- It doesn't score leads its own way. It uses your rules.
- It doesn't chase the lead. Follow-up belongs to your team or your automations.
- It doesn't make up details. What the caller doesn't say stays blank.
- It doesn't set prices. It only gives the ones you've loaded.
What everybody asks
Six questions from anyone who relies on the phone for new jobs.
Try it with your next ad campaign
We connect it to your CRM, and the next call comes in already qualified.
It never works alone
Capture grabs the lead, but first someone answered the question, and next there's a job to book or a call to pass on. Here are the other eight.
Handles the questions your customers always ask, without guessing or making things up.
Learn more ›Checks your real calendar, books the job, moves it or cancels it. All by voice.
Learn more ›When it can't help, it says so and passes the call to a person.
Learn more ›Gets the whole problem on the first call, so your tech shows up ready.
Learn more ›Texts a quote, estimate, financing link or directions during the call.
Learn more ›Recognizes repeat callers and pulls up their history before saying a word.
Learn more ›Turns every call into data: what gets asked, what gets missed, what to fix.
Learn more ›Runs the steps only your shop does, like dispatching the on-call tech.
Learn more ›