Sample data. Every customer, job and link on this page is fictional.
Greenline Home Services · supervisor viewWhat your team sees every day
← Back to the customer site

Morning queue Front Desk

Everything the assistant handled while the office was closed. Your supervisor approves, corrects or calls back. About ten minutes a morning.

Calls answered overnight
6
Visits booked
4
Urgent, sent to the owner
1
Need a person
1
Karen Lopez · weekly lawn care quote
31 Elmhurst Ave, Burlington · corner lot, front and back · called 8:10 pm
Site visit Thu 10–12
Omar Haddad · burst pipe damage, basement
9 Kingsway Cres, Oakville · water stopped, needs drywall and flooring estimate · called 10:40 pm
Urgent · owner notified 10:42 pm
Julie Martin · move-out cleaning
Condo, 2 bedrooms, Mississauga · needs it done by the 30th
Booked Sat 9 am
Dev Sharma · kitchen renovation
Semi-detached, Milton · budget around $40,000 · wants to start in spring
Estimate requested
Returning customer · reschedule
Wants to move Friday's hedge trimming to next week
Call back this morning
Caller from Barrie · snow removal
Outside the service area · politely declined, nothing booked
No action

Calendar Front Desk

Bookings from calls, the website form and the booking link land in the same calendar your team already uses.

Mon 16

8–12 · Lawn and bedsK. Lopez, Burlington
2 pm · EstimateDeck, P. Novak

Tue 17

9–1 · Deep cleaningCondo, J. Martin
2–5 · Hedge trimmingR. Bell, Oakville

Wed 18

8 am · UrgentWater damage, O. Haddad
11 am · EstimateKitchen, D. Sharma

Thu 19

10–12 · Site visitK. Lopez
1–5 · Bathroom tilingS. Ito, Milton

Fri 20

8–4 · Fence installM. Okoro, Burlington

Teal: scheduled work. Orange: estimate or site visit. Red: urgent. Sample links: Add to Google Calendar · Add to Outlook · Team day sheet

Booking link Front Desk

The link your customers get by text or on your site. They only see times your calendar really has free.

Book a visit with Greenline Home Services
book.example/home-services (sample address)
Wednesday 18
Thursday 19
Friday 20

Texts to your customers Front Desk

Sent automatically, in your company name. Replies come back to your queue.

Booking confirmation
You are booked for a site visit Thu Nov 19, 10–12, weekly lawn care. Reply C to change.
Perfect, thank you
Crew on the way
Your crew is on the way and should arrive around 8:15 am. Track: track.example/h2m7 (sample)
Missed call, text back
Sorry we missed you. Reply with what you need, or book here: book.example/visit (sample)
Need a quote for a fence, about 60 feet
Happy to. Site visit Thursday or Friday morning?
Urgent alert to the owner
URGENT · water damage · Omar Haddad, 9 Kingsway Cres, Oakville, 905-555-0166. Water is stopped. Wants someone today. Call back within 30 minutes.

Weekly report Front Desk

Emailed every Monday. One page, the numbers that matter.

Calls answered
38
Visits booked
19
Booked value
$14,300
Calls missed
0
When the calls came inCalls
Office hours, lines busy10
Evenings15
Nights3
Weekend10
What callers wantedCallsBooked
Quote or estimate169
Recurring service96
One-time job74
Urgent2sent to owner
Reschedule, other4passed to office
Three calls worth listening to this week
▶ Mon 8:10 pm · lawn care quote · site visit booked
▶ Tue 10:40 pm · water damage · owner alerted in 2 minutes
▶ Fri 7:30 pm · caller wanted a price by phone · left without booking

Quotes followed up Front Desk + Revenue

Every open quote gets a reminder until the customer says yes or no. Nothing sits forgotten.

CustomerQuoteAmountStatus
P. NovakCedar deck, 12 × 16$9,800Accepted after 1st reminder
D. SharmaKitchen renovation$41,500Reminder 2 sent Mon
K. LopezLawn care, season$2,160Site visit Thursday
M. OkoroInterlock driveway$13,200Declined: timing

Open quotes: $43,660 · Won this month: $9,800

Reviews and reminders Front Desk + Revenue

A review request after each finished job, and a reminder when seasonal work comes round.

After the job
Thanks for choosing us. How did the crew do today? A quick review helps a lot: review.example/go (sample)
This month: 22 requests sent · 9 reviews received · average 4.7 stars
Seasonal reminder
Hi Sam, spring clean-up slots are opening. Want the same week as last year? book.example/visit (sample)
Customers from last season: 58 · already rebooked: 21

Crew schedule Full Office

Jobs assigned to the right crew and ordered by route. Added after go-live, one step at a time.

CrewTodayJobsDrive time
Crew A (lawn)Burlington → Burlington → Oakville340 min
Crew B (cleaning)Mississauga → Oakville225 min
Crew C (renovation)Milton, all day135 min

Hours, invoices and margin Full Office

Prepared for your approval, then synced with your accounting. Added after go-live, one step at a time.

Hours this week, ready for payroll
Crew A118 h
Crew B76 h
Crew C124 h
Invoices
Sent this week23 · $18,940
Paid17 · $12,210
Reminded at 30 days3 · $2,480
Margin per job type
Lawn and garden44%
Cleaning52%
Renovation27%

Social presence Front Desk + Revenue

The week's posts are drafted from your real jobs, reviews and opening hours. Each post waits for your approval unless you choose automatic. Replies and messages come back to your queue.

DayWhereDraft postStatus
MonInstagramBefore and after: cedar deck in Burlington, built in four days. (Photos from the crew.)Waiting for approval
WedGoogle Business ProfileSpring clean-up slots are open. Same crew as last year if you book this month.Approved, scheduled
SatNextdoorWe are in your neighbourhood on Thursday for lawn care. Free quotes on the same day.Draft

Networks set up for this trade: Google Business Profile, Facebook, Instagram, LinkedIn, Nextdoor. You choose them, the rhythm and the subjects on your settings page.

A call, word for word Front Desk

A sample call as the assistant handles it. On your system you can read or listen to every call from the queue.

Thanks for calling Greenline Home Services, this is Sam. What do you need done?
I would like a quote for weekly lawn care.
Happy to help. What is the address, and is it the front and the back?
31 Elmhurst Avenue in Burlington. Both, it is a corner lot.
Thank you. Your name and a number to reach you?
Karen Lopez, 905-555-0118.
For lawn care we do a short site visit, free. Thursday between 10 and 12, or Friday afternoon?
Thursday.
Booked as a request: Karen Lopez, 31 Elmhurst Avenue, site visit Thursday 10 to 12 for weekly lawn care. The office confirms tomorrow morning.

Try it yourself: go back to the site and press the round button.

Your settings page

Delivered after you subscribe. We pre-fill it from what you already publish; you correct it and your site updates at once.

1. Your site
Company
Greenline Home Services
Cities you serve Please check
Burlington, Oakville, Milton, Mississauga
Opening hours Please check
Monday to Saturday, 8 am to 6 pm
Services
  • Lawn and garden care
  • House cleaning
  • Kitchens and bathrooms
  • Decks and fences
  • Interlock and patios
  • Snow removal
2. Your tools
☑ Google Calendar Connected
☑ Outlook / Microsoft 365 calendar Requested
☑ Your phone carrier (call forwarding) Requested
☐ Google Business Profile
☐ Jobber
☐ Housecall Pro
☐ LMN (landscaping)
3. Social presence
☑ Google Business Profile On
☑ Facebook On
☐ Instagram
☐ LinkedIn
☐ Nextdoor
Rhythm: 2 posts a week · I approve each post
4. Help from a person
Self-service: write to us any time. Video calls with Mikael Perhirin are part of the guided option.

Day-30 review Front Desk

After 30 days we go through the results together and you decide: continue, or stop having paid the first month only.

In 30 daysBeforeWith the assistant
Calls answered outside office hours076
Calls that reached voicemail760
Visits booked from those callsa few call-backs38
Time your office spent calling people backabout 6 h a weekabout 1 h a week
Urgent calls handled within 15 minutesnot measuredall
Decision at day 30
Sample figures. Your own review uses your real calls.
Go: continue

Plans, options and free trial

Canadian dollars a month, before tax. 12-month term, no setup fee, stop at the day-30 review having paid the first month only.

Front Desk Front Desk
$450
For one person working alone, up to 10 people; self-setup
  • Calls answered in your name, English and French
  • Bookings and urgent calls
  • A site that books
  • A price list the assistant may quote
  • Daily queue, weekly report and three calls to listen to
  • 250 call minutes
Front Desk + Revenue Front Desk + Revenue
$749
For 10 to 30 people
  • Everything in Front Desk
  • Quotes followed up
  • Reviews and reminders
  • Social presence
  • Plans renewed automatically
  • Which channel brings your work
  • Deposit or payment at booking
  • Ask your numbers in plain words
  • Your job or practice software connected
  • 500 call minutes
Full Office Full Office
$1,200
For 30 people or more, or several locations
  • Everything above
  • Scheduling of your team
  • Hours and invoices prepared
  • Accounting connected, step by step
  • 1,000 call minutes
Options
  • Guided setup and reviews by video call: $199
  • Social presence on Front Desk: $149
  • Job or practice software connection on Front Desk: $99
  • Extra 250 call minutes: $99
  • Additional location or phone line: $99
Free trial
7 days or 60 minutes of calls, after-hours and unanswered calls only, set up on your own settings page. A card is required; cancel before the end and you owe nothing.

Price list the assistant may quote Front Desk

Only what is written here is ever quoted on a call. Everything else is quoted by your team.

ServiceWhat the assistant says
Weekly lawn care, standard lotfrom $45 a visit
Deep cleaningfrom $280
Site visit and quotefree
Renovationsquoted after a site visit

Seasonal contracts Front Desk + Revenue

Recurring plans renewed automatically, with a reminder before each renewal.

PlanWhat it includesPriceMembers
Lawn seasonWeekly mowing, April to October$185 a month64 customers
Snow seasonDriveway and walks, per snowfall$540 a season37 customers

Renewals for next season: 58 sent · 21 renewed · 37 waiting

Where your work comes from Front Desk + Revenue

One tracking number per channel. The report shows which one brings calls, and which one brings booked work.

ChannelCallsBookedResult
Google Business Profile148$5,900
Nextdoor95$2,100
Lawn signs63$4,300
Instagram52$1,600
Flyers41$400

Deposit or payment at booking Front Desk + Revenue

A payment link goes out with the confirmation. Fewer no-shows.

Sample text
20% deposit paid by link when a renovation quote is accepted. Pay here: pay.example/3k7d (sample)
Paid, thanks
This month
Payment links sent31
Paid27
No-shows1, against 6 before

Ask your numbers in plain words Front Desk + Revenue

Write a question by email or message. The answer comes from your own calls, bookings and quotes.

How many quote requests did we get this week?
16 requests, 9 site visits booked.
Which crew has room on Thursday?
Crew B, from 1 pm.
Which quotes are waiting for an answer?
Three, worth $43,660. The oldest is the kitchen in Milton, 9 days.

Everything connected

Your assistant sits in the middle. Each function is plugged into the tool you already use; you choose them on your settings page.

FunctionConnected toWhat moves
BookingsGoogle CalendarA booked visit lands in your calendar
QuotesJobberOpen items are read and followed up
ReviewsGoogle Business ProfileReview requests go out, replies come back
PaymentsStripeA payment link goes out with the confirmation
InvoicesQuickBooks OnlinePrepared invoices and hours are sent for approval
Social postsFacebookApproved posts are published
TextsYour phone lineConfirmations and reminders in your name
ReportsEmail or TeamsWeekly report and urgent alerts

Sample. A connection is live only once you have authorised it and we have tested it with you.

Your tools, connected

After you subscribe you get a private settings page: tick the tools you already use and we connect them. The common ones for your trade are ready in each plan. Not on the list? Tell us; most tools can be connected.

Answering and booking Front Desk
  • Google Calendar
  • Outlook / Microsoft 365 calendar
  • Your phone carrier (call forwarding)
  • Google Business Profile
Jobs, customers and follow-up Front Desk + Revenue
  • Jobber
  • Housecall Pro
  • LMN (landscaping)
  • ZenMaid (cleaning)
  • Buildertrend (renovation)
  • Google reviews
Money and hours Full Office
  • QuickBooks Online
  • Xero
  • Sage
  • Stripe
  • Square
  • Payroll (ADP, Wagepoint, Payworks)

Sample screen. A connection is live only once you have authorised it and we have tested it with you.