Lead replies, callback cards and win-backs, on any software

Reply to new leads

A lead gets an email reply right away, day or night, and lands on Today, without anyone calling them back by hand. Your team members with alerts on get an email for every voicemail and for new leads, one lead email per shop every five minutes at most. If nobody reaches them, two short follow-ups go out over the next day or two, and they stop once your office replies, logs a call or marks the lead handled on Today.

Voicemails become callback cards

Point your phone system's voicemail emails at Frontline and each one becomes a callback card on Today: who called, the start of their message, and a Call back button. When your phone system includes a transcript, a voicemail that reports a gas smell, smoke, carbon monoxide, sparking or a fire, in English or Spanish, is flagged EMERGENCY at the top of Today and in the alert your team gets, and every owner gets that email even with their own alerts turned off.

A request page for your website

Turn on a request page with your shop's name on it and link it from your website, Google Business Profile or Facebook. A customer picks the problem and answers a few questions, and the request lands on Today with their answers and gets an email reply and the same two follow-ups as any new lead. Gas, smoke, carbon monoxide or sparking shows safety steps first, alerts your team and puts it at the top of Today. After a booking or a routine request, the customer can add a photo of the unit's model and serial label. Their phone shrinks it and strips its location first, and only your staff can open it, from the request's card on Today or the customer's page.

Bring your customer list

Import your customers from a spreadsheet, with Undo, and win-back, seasonal and membership reminders start as each customer's timing comes up. Add an install date column and you can switch on a replacement offer for systems past the age you set.

Spanish, when you turn it on

Spanish is off for a new shop. Turn it on and approve the Spanish wording, and any customer whose record says they prefer Spanish gets their emails, and the pages they open from them, in Spanish.

Set up yourself, help if you want it

You import your customer list, check the starter email wording, and switch your shop live from the app when its checklist is done. A free walkthrough is available if you want one. It is never required.

No connection today

Frontline has no read or write connection to FieldEdge, Service Fusion, Workiz or similar systems. It cannot see your jobs, estimates, invoices or memberships.

What that rules out

Estimate follow-ups, invoice reminders and review requests need job records Frontline cannot see without a connection, so they do not run. Win-back, seasonal and membership reminders, and a replacement offer you can switch on, run from an imported customer list instead.

New leads

A lead reaches your office as a message with the details, for someone to enter into your software by hand.

Entering every lead into your software by hand. Frontline does not write to FieldEdge, Service Fusion, Workiz or similar systems.

Estimate, invoice and review follow-ups: they need job and billing records Frontline cannot see on an unconnected system.

Rescheduling and reminders for a booked visit: Frontline does not keep its own record of a visit that lives only in your other software.

Texting: automated texting is off. When a customer has no email, Frontline writes the text and your office sends it from its own phone in one tap, then marks it sent.