Every lead tells a story.
Copilot even finds them for you — new roofing leads filtered by roof age, homeowners, and your area, dropped on the board with property and contact details already filled in. Pick one up cold and know exactly where it stands.
No more digging through five apps for one answer.
Every lead carries its whole story — the property data pulled the day you found it, every message since, the notes from the last visit, the stage it's in. Open it once and you've got what you need to make the call.
Built to be worked
from anywhere.
Update a stage, log a note, or fire off a follow-up right after the conversation — just text Copilot. It's on the record before you turn the key.
Property & owner details
Everything you pulled on the property the day you found the lead, right on the record.
Full activity timeline
Every activity in order. Hand a lead to a teammate and they're caught up in seconds.
Tasks tied to the lead
Set a follow-up reminder directly on the lead, so it surfaces again exactly when it should.
Everything a rep needs to work a lead, none of what they don't.
