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The gap

You don’t have a lead problem. You have a follow-through problem.

Already in your systems

CRM · email · photos

  • Inbound call

    Storm lead · 4d ago

  • Lead · Garza

    Site visit booked

  • Proposal sent

    No reply · 11d

  • Job · Magnolia

    Adjuster pending

  • 47 photos

    CompanyCam · on file

  • Final invoice

    Unpaid · 22d

Every signal you need to run the week is already sitting here.

Nothing acts on it

● output this week

flat

The CRM records. It doesn’t call, text, nudge, or close.

Your data is not the problem. The silence between pieces of data is. Max is what closes it — he reads the signals, makes the calls, writes the follow-ups, and puts the result back on the job.

The shift

Most software shows you the problem. Max does it.

Most softwarePassive

Shows you the problem.

Dashboard

↓ 18% MTD

You

Red numbers light up. Then it’s on you to call, text, nudge, reschedule. Same Monday list, every Monday.

MaxActive

Does it.

Max
Job · Magnolia
  • + Adjuster nudged
  • + Follow-up sent
  • + Check collected

He reads the same signal and takes the next action — a text, a nudge, an estimate out the door — then writes the result back to the job.

> Nudge everyone sitting on a signed proposal.one line

This is the whole interface.

What Max does

Three moves your CRM can’t make.

Got it.Replied in 11 sec

Answers

Leads stop hitting voicemail.

Calls and texts land with Max — day, night, weekend. He replies in seconds, in your voice.

LeadsScorePark Ave · cold31Delgado · hot92Torres · warm31Hale · hot929th St · cold31

Ranks

Your reps call the right ones first.

Every lead is scored against property data and your own close patterns. The call list reshuffles itself.

ENOn my way.ESEn camino.Same job file

Speaks both

English or Spanish, same job file.

Homeowner texts in Spanish. Max answers in Spanish. The record lands cleanly in the job either way.

A week with Max

One storm. One week. Nothing to reconcile.

Not a checklist of features — a normal week, start to finish, with Max on the phones, on the job board, and in QuickBooks at the end.

  1. Monday6:14 AM

    A storm rolls through Garland.

    The first call hits at 6:14. Max picks up, books the inspection, and logs the homeowner against the parcel. By 6:41 the eleventh lead is on the schedule — before your first cup of coffee.

    Answered · 11 leads
    Assistant logging eleven inbound storm calls into the pipeline
  2. Tuesday9:30 AM

    Yesterday’s inspections turn into estimates.

    Every roof walked on Monday gets an estimate out the door — same day, in your voice, with the photos attached. No backlog forming behind the crew.

    Sent · 11 estimates
    Estimate drafted and ready to send alongside a competitor bid for comparison
  3. Wednesday2:00 PM

    1427 Magnolia is waiting on an adjuster.

    Max notices the stall before anyone has to ask — nudges the adjuster, updates the homeowner, puts the next step on the job file. You don’t hear about it because nothing’s on fire.

    Nudged · adjuster
    Magnolia job flagged on the board with a next step waiting on the adjuster
  4. Friday4:12 PM

    1427 Magnolia closes out. QuickBooks catches up on its own.

    The depreciation check clears, the final invoice closes, and the line hits QuickBooks. You finish the week asking Max what closed — and the answer matches the bank.

    Collected · $14,900
    Side panel answering what closed and what is still outstanding for the week

No Problem/Fix grid. No dashboard tour. Just the week you wanted — with the follow-through already done by the time you look.

The stack

Keep your tools. Max works on top.

Max
QBQuickBooksCCCompanyCamTWTwilioSTStripeABCABC Supply

No rip-and-replace. Max reads what’s already in your systems, acts on it, and writes the result back where you expect to find it.

  • Q

    QuickBooks

    Invoices and payments push back automatically.

  • C

    CompanyCam

    Photos and documents land on the right job.

  • T

    Twilio

    Lead intake and follow-up happen by SMS.

  • S

    Stripe

    Payment link ships with every signed proposal.

  • AS

    ABC Supply

    Material orders tie back to job scope (soon).

Simple scales

Lead to final check. Handled.

LeadInspectEstimateSignInstallClosePaid

One system, start to finish. Stop chasing the pipeline. Start running it.