Powerful tools designed specifically for field teams and canvassing operations.
View where your reps are working in real-time, optimize coverage, and increase accountability across your territory.
Schedule, manage, and assign appointments. Keep workflows organized and ensure no lead falls through the cracks.
Invite team members, assign roles (Admin, Dispatch, Sales Rep, Estimator), and control access with granular permissions.
Track sales, appointments, and activity. Motivate your team with leaderboards and monitor metrics in real-time.
Track all leads in one place. Assign to reps, monitor progress, and get real-time updates on every interaction.
Assign leads and appointments efficiently, monitor daily operations, and optimize resource allocation.
Pilot the complete confirmation workflow before connecting a production SMS or calling provider
Review automatic two-hour follow-up alerts with the homeowner, rep, and appointment details
Test assignment rules and dispatcher handoffs using sample or internal appointments
Keep the dispatcher in control with clear review and escalation steps
Production SMS and calling require a separately configured messaging provider
CME Dispatch
just now
Action Required: No Confirmation
Sarah Johnson (555-8821) has not confirmed her 2:00 PM appointment with Rep: Marcus T.
A 24/7 customer-facing booking widget for your website. Customers select a service, enter their info, and the AI instantly captures the lead, scores it, and routes it to your team.
Every incoming lead is automatically scored 1-10, categorized by service type, and assigned a response time target. Emergency leads get flagged for immediate response.
When a tech is dispatched, AI generates a personalized upsell offer based on the service type. The tech sees the offer and a ready-to-read script on their phone.
AI identifies the customer's existing security system — brand, panel model, sensor type — and determines what can be reused vs. replaced. Estimates upgrade costs and recommends features to sell.
Draw territories, assign reps to zones, and watch coverage happen in real time. No more overlap, no more gaps.
Export operational data today and scope a custom CRM connection for your workflow.
Rep-by-rep dashboards, team leaderboards, and pipeline analytics — the visibility you need to grow.
Every customer receives an upfront onboarding scope based on team size, configuration, and migration needs.