How it works

One call,
four moves.

Here is exactly what happens between a ringing phone and a booked job. Then the four steps we take to launch it with you.

Move 1

Carl picks up.

He greets the caller by your business name, asks about the job, the address and how urgent it is, and keeps it friendly. Emergencies transfer to you. If a caller hangs up first, Carl texts them back. If nobody can answer, he takes a message and texts you the details.

Carl Inbox: summary, transcript and next step for one call

Sample data

Move 2

He books a
paid appraisal.

The caller picks a time and pays the appraisal fee by text, and the slot is locked. It lands on the calendar you already use, with the job notes attached.

Carl Overview showing upcoming paid appraisals

Sample data

Move 3

The caller becomes
a customer.

Name, number, job and every call and text are saved with a stage and a next step. Follow-ups that are due show up first, so the right call back is always on top.

Customers on iPad Pro: jobs with stage, next step and estimated value

Sample data

Move 4

You see the money
Carl caught.

The Overview counts calls caught, callers reached, appraisals booked and jobs won from the saved calls, so you read your morning in one glance. Numbers come from real records, never estimates.

Carl Overview on a MacBook

Sample data

Launch

Four steps.
We do the work.

Done-with-you setup: you bring the trade knowledge, we connect the pieces and train your team.

01

Agree the launch date

We agree on your launch date and your territory before you sign.

02

Connect your tools

Phone forwarding, your calendar and your website access. We tell you exactly what we need.

03

Test it together

We call your number from another phone and listen to Carl together before anything goes live.

04

Go live, stay covered

Carl answers your calls once the line is live. We scan, update and fix the back end every week.

Chicagoland contractors

Ready to stop
losing calls?

One partnership for your calls, website, content and booking. We set it up with you and run it with you.