Capabilities and custom connections
Marketing, conversations, job records and office follow-through. We prepare useful work, connect the handoffs and manage the agreed workflow with your team.
The examples below are a starting point. They are not a limit on the systems or workflows we can assess.
Talk through your workflowWhat we can work on
Start with the work you need done. We agree the tools, actions and review points, then build and manage the workflow with you.
Clarify the offer, write search and social ad concepts, plan the landing page and define how inquiries are counted.
Campaign preparation and operation have separate scopes. We agree account access, budget and publishing decisions with you.
Build focused service pages, a clear call to action and a working path that preserves the inquiry.
Includes hosting and conversion-path checks for your installation.
Prepare Instagram and Facebook bios, posts and short videos; review Google Business Profile eligibility and business information.
We agree who publishes and manages the accounts. Google Business Profile setup depends on business eligibility and verification.
Carry captured conversations into a reviewed request, with source details and missing information preserved.
The current operating path uses conversations captured by Quo and intake in Housecall Pro.
Match the right customer and service context, prepare record changes and check the result in the destination system.
Start with observation and reviewed changes; agree record permissions with your office.
Keep approved work, missing decisions and scheduling context visible so the office knows what still needs doing.
Scheduling recommendations support your dispatcher. Booking and customer follow-ups receive their own agreed scope.
Scope portal intake, email cases, office receipts and tightly authorized messages around the actual handoff.
Each lane has named recipients, permitted actions and a clear exception owner.
Prepare invoice-ready work, distinguish drafts from issued or paid invoices and connect observed outcomes to the workflow.
The existing Square workflow prepares invoice drafts for owner review and sending.
Recognize your setup?
Here are systems owners bring into the conversation. Each connection is tailored to your accounts, available access and the actions your team needs.
Housecall Pro is used in the current plumbing operation.
For other platforms, we review account access and map the exact records and actions before agreeing a custom connection.
Quo connects captured calls and texts in the current operation.
We review the phone setup, number routing and available conversation data. For a carrier-based number, the connection may run through your business phone system.
Connect the offer, public presence and inquiry handoff.
We scope publishing, campaign management and account connections with you. Google Business Profile requires an eligible business.
Gmail, AppFolio and Square have scoped workflows in the current operation.
Bring your setup. We inspect available APIs, exports or permitted portal access, then agree how the connection will work.
Something else?
A local vendor, old desktop program, unusual portal, shared sheet or a mix of accounts. Show us how the work moves. We check source access, record identity and what can be changed reliably, then scope the connection.
Talk through your workflowHousecall Pro and Quo connect intake and office work at Ellis Wyatt. Explore the business, follow an example workflow or bring us a process you want to improve.
How we implement