βHi, this is Mary with ABC Solar Co. I can help you tonight β whatβs going on at home?β
ForHVAC Β· Plumbing Β· Solar Β· Roofing Β· +5 more trades
247calls handled today
βDeal won Β· $12,300 HVAC installβQuote drafted Β· $8,500 roof replacementβHVAC lead qualified via SMS in 38sβSaturday 9 AM booked Β· garage door repairβSolar rebate match found Β· $2,400 savedβMary answered call Β· 02:14 durationβDeal won Β· $9,450 window installβSmart-thermostat add-on quoted Β· $1,200βBurst-pipe emergency routed Β· tech ETA 22 minβTuesday 9:30 AM survey on the calendarβ5-window installation quote Β· drafted liveβDeal won Β· $4,820 furnace tune-up packageβInsulation grant matched Β· $1,800 coveredβDrainage estimate sent Β· $720 with site surveyβAfter-hours call qualified Β· routed to on-callβFriday 11 AM roof leak quote bookedβWhatsApp lead β quote in 41 secondsβDeal won Β· $18,900 full HVAC retrofitβDeal won Β· $12,300 HVAC installβQuote drafted Β· $8,500 roof replacementβHVAC lead qualified via SMS in 38sβSaturday 9 AM booked Β· garage door repairβSolar rebate match found Β· $2,400 savedβMary answered call Β· 02:14 durationβDeal won Β· $9,450 window installβSmart-thermostat add-on quoted Β· $1,200βBurst-pipe emergency routed Β· tech ETA 22 minβTuesday 9:30 AM survey on the calendarβ5-window installation quote Β· drafted liveβDeal won Β· $4,820 furnace tune-up packageβInsulation grant matched Β· $1,800 coveredβDrainage estimate sent Β· $720 with site surveyβAfter-hours call qualified Β· routed to on-callβFriday 11 AM roof leak quote bookedβWhatsApp lead β quote in 41 secondsβDeal won Β· $18,900 full HVAC retrofit
Overview/Rolling Shutters Inc.
Searchβ¦βK
RS
Total Leads
0
+12% vs last 30d
Quotes Generated
$0.0k
+8% acceptance
Installations Booked
0
+4 this week
Recent InteractionsLive
ContactAssistantActivityAction
Bay Area Roofing
+1 (000) 123-4567
AMary Β· phone
Confirmed β proceed with the HVAC install for Tuesday.
Just now
Deal Won Β· $12,300
Acme HVAC Co.
demo-002@example.test
AMary Β· SMS
Need a quote on roof replacement, ~2,000 sq ft.
1m ago
Quote Sent Β· $8,500
North Pine Windows
+1 (000) 234-5678
AMary Β· WhatsApp
Can someone come this Saturday morning?
2m ago
Booked
Stonebridge Solar
demo-004@example.test
AMary Β· web chat
Do solar panels qualify for the new state rebate?
3m ago
Subsidy Match
Riverbend Plumbing
+1 (000) 345-6789
AMary Β· email
Looking at the smart-thermostat package β what's included?
Scroll through a single night, the way Mary actually handles it.
01
It's late. The phone rings.
11:47pm. Your team is asleep. The competitor down the road is too. The lead has 30 seconds of patience.
02
Mary picks up.
She greets the caller in your business's voice, asks the right qualifying questions, and learns it's a 5-window job in the living room.
03
Quote. Confirmed.
Mary walks the caller through the scope, drafts a $3,540 estimate from your price book, and offers a Tuesday 9:30 AM survey slot β all before they go to bed.
04
You wake up booked.
Morning coffee. One survey on the calendar, one estimate already sent, one deposit waiting. You haven't touched the phone.
11:47
calling Β· 00:04
ABC Solar Co.
+1 (415) 555-0142
A
mutekeypadspeakeradd callFaceTimecontacts
11:48
on the line Β· 00:08
Mary
ABC Solar Co.
A
"Hi, this is Mary with ABC Solar Co. I can help you tonight β what's going on at home?"
11:53
βΉA
MaryABC Solar Co.
I need to replace about 5 windows in my living room. Looking for white PVC.
Got it β 5 PVC windows, white. Standard double-glazed, or do you want triple for noise / energy? And what's the rough opening size β about 120Γ140 cm?
Double-glazed is fine, and yes around that size.
Perfect β five units, supply and install: $3,540 incl. tax. I've texted the breakdown and a Tuesday 9:30 AM survey slot. Tap the link to confirm.
Owner's phone Β· morning
7:02
This week3 new bookings overnight
Tue9:30 AM
5-window surveyMary Β· new
Wed2:00 PM
HVAC check-up
Fri11:00 AM
Roof leak quoteMary Β· new
All overnight. No one was awake.
Features
Configure once. Captures every lead.
Set your business hours, pricing rules, and service area. Workflow Auth adapts to your trade β from emergency plumbing at 2 AM to a $25k solar quote at noon.
Incoming Call
+1 (415) 555-0142
Mary Β· ABC Solar Co. front desk
Decline
Accept
Mary is answeringβ¦08:12
Trades
One platform. Every trade.
Pricing logic, scripts, and dispatch rules come pre-tuned for each trade β and are fully editable. Don't see yours? Workflow Auth configures to any home-service workflow.
Same engine forEnergy RenovationGarage & ShuttersElectricalLandscaping & PoolsCleaning & RestorationPest Control
Plus: not in this list? Workflow Auth plugs into any workflow your team already runs. Tell us about yours.
Now on iPhone & Android
Mary in your pocket.
The Workflow Auth mobile apps put every lead, call and quote on your home screen. Tap a push, open the conversation, dispatch the crew. Built native β SwiftUI on iOS, Jetpack Compose on Android β against the same self-hostable backend.
π₯
Leads in your pocket
Mary's qualified leads sync to your phone the second they land β name, project, temperature, value.
π
Push the moment a job books
Tap a notification to jump straight into the customer's conversation. No noise, just signal.
π
View & edit AI-drafted quotes
Open Mary-drafted PDFs in-app, change status, edit notes, share with the customer.
π
Call transcripts on the go
Skim what Mary and the caller said, grouped by day. Catch up on yesterday's calls in two minutes.
Coming soon to theApp StoreCOMING SOON ONGoogle Play
Self-hosting? Both apps point to your own backend via a single "API URL" setting in the app. One binary on the stores, your data on your server.
Why teams switch
Every missed call is a job your competitor books.
Workflow Auth picks up every inbound across every channel, qualifies it on the spot, and hands your crew a deal-ready conversation. Mary never sleeps and never takes a smoke break.
Calls answered while you're on a roof at 3 AM
Quotes drafted live on the call before you finish your coffee
Every interaction synced to HubSpot, Pipedrive, or your CRM
0%
of after-hours calls picked up β the ones your voicemail used to lose.
0s
average time from caller hello to a drafted estimate in your dashboard.
0s
average time-to-first-response across phone, SMS, and chat.
Configurable end-to-end
Your voice. Your pricing. Your CRM. Your hours.
Pick from 30+ neural voices in 7 languages. Drop in your price book. Connect HubSpot, Pipedrive, Salesforce, ServiceTitan, or your custom API. Set business hours per channel. Workflow Auth runs on your rules β not the other way around.
Voice30+ neural Β· 7 languages
PricingYour price book Β· per-trade rules
CRMHubSpot Β· Pipedrive Β· Salesforce Β· API
HoursPer-channel Β· per-day Β· holidays
Voice cloningUse your owner's voice (optional)
Self-hostAGPL-3.0 code on GitHub (commercial license available)
Keep the fire on. We'll watch the door.
Mary picks up the 3 AM emergency, the lunch-break callback, and the after-hours estimate request. Your team stays on the tools β the schedule fills itself.