Our approach: how it moves forward, in four steps
Capture. Sort. Hand off. Move forward.
Capture
Every request that arrives through your website, by email or on social media is logged in one place.
Sort
Scout reads the request and picks one of its six outcomes: a call on request, spam deletion, transfer to the right person, invoice to accounting, filing of a thank-you or an answer to a general question.
Hand off
The right person on your team is notified, not everyone.
Move forward
Every useful request gets a planned follow-up, by email or, if the customer asked for a callback, by phone. An appointment can be offered.
Who it is for
Trades Scout is designed for
Whether you are on the road, in the office or on a job site, you keep the decisions.
Plumbing
Water damage reported at 10 p.m. Scout passes it to the designated person.
ExampleRoofing
Quote requests, inspections, follow-ups. Every request is logged and assigned.
ExampleHeating and cooling
Breakdown on a Saturday night. Scout passes it to the designated person. Quote requests are sorted separately.
ExampleOther technical services
A quote request arrives while the team is on a job site. It is logged, sorted and an appointment is offered.
Example
Why Romano
You talk to the people who do the work
Romano is two founders: one understands your business needs, the other builds the technology.
Founder, business needs Founder, technology