Interactive workflow · fictional records
Follow an inspection through office review
Load a sample inspection, add evidence and see how a named office review supports the outcome record. All people, properties and results in the demo are fictional.
The sample stays in your tab. It does not book visits, authenticate documents or create shared CRM records.
Format of the real handoff · fictional content
What a website-guide handoff looks like
- Request
- SAMPLE-0001 (fictional)
- Name
- Sample Contact A
- Company
- Sample Roofing Co.
- Email
- The address the visitor entered
- Phone
- Blank if the visitor left it empty
- Market
- Service: assistant
- Note
- Visitor: Do you answer calls for roofing offices?Website assistant: We can discuss AI answering and virtual-assistant support for call intake, appointment requests and follow-up. Your proposal defines hours, integrations and when a person takes over.
This is the email Michael’s team receives when a visitor sends a website conversation. It is a transcript, not an automated summary, and not a customer result. What an office receives from a configured service is agreed in your proposal.
Website guide only. Phone answering and calendar access require separate setup.
How to get a quote