Capture
New leads automatically get a reply in seconds.
A quote request lands in Prentice and the first email hits their inbox before they get a chance to move on.
Prentice helps Merry Maids operators respond while leads are still warm, collect the details needed for an accurate estimate, and keep every follow-up clear.
Your leads and what needs attention today
Active leads
3
Awaiting estimate
1
Calls today
0
Overdue calls
1
Tasks
2 open tasks
Call Sarah Nguyen
1 day overdueOpen leadSend estimate to James Parker
Due todayBegin estimateYour leads and what needs attention today
Active leads
2
Awaiting est.
0
Calls today
0
Overdue
0
Tasks
1 open task
Send follow-up text to Dana Holloway
Send textDana Holloway
Survey vieweddana.holloway@example.com
Frequency
Weekly, Bi-weekly
Scheduled
None scheduled
Workflow
Capture
A quote request lands in Prentice and the first email hits their inbox before they get a chance to move on.
Collect
A focused survey gathers the home details, services, notes, and photos you need for an accurate estimate.
Estimate
Survey responses, messages, notes, and photos are all presented to you, so you can accurately quote.
Follow up
Prentice chases the leads who go quiet and backs off the ones already replying, so no deal slips and no customer gets pestered.
Daily work
Operators see the leads, tasks, survey completions, and replies that make each lead's status clear. Automation helps in the background, while the tasks they personally need to handle stay front and center.
Get notified when a lead truly needs your attention, so you can focus on the moments that matter.
Overdue tasks and stalled leads rise to the top, so nothing important gets forgotten.
Open a lead and see everything in one place: messages, notes, call history, and survey responses.
Stay on top of each lead without keeping every next step in your head.
112 Birch Ln, Aurora, CO 80012
Estimate ready for review
Due today
Survey completed. Estimate hasn't been sent yet.
Activity timeline
Re: Thanks for reaching out!
Thanks for the call earlier. Let me know if you need anything else from me for the quote.
Talked with customer about scheduling and pet-safe products.
Survey completed
by Renee
Thanks for reaching out!
Thank you for contacting Merry Maids. We'd love the opportunity to help with your home…
Show full email5 open tasks that need attention
Call Dana Holloway
Estimate follow-up is overdue and needs a phone call.
Text Alicia Reed
First-touch SMS is ready to send.
Send estimate to Marcus Lee
Survey answers are complete and ready for estimate review.
Review reply from Renee Caldwell
Customer replied to an outbound estimate follow-up email.
Review Maya Chen — no response
No customer response after the follow-up sequence.
2 open tasks that need attention
Text Sarah Nguyen
First-touch SMS is ready to send.
Task
SMS follow up
Due
Due now
Call Alicia Reed
Estimate follow-up is overdue.
Task
Call lead
Due
1 day overdue
Native iOS and Android apps keep you connected on the go. See what needs attention and act quickly, even when you’re away from your desk.
Prentice prepares the message and brings it to your phone. Glance, confirm, and send a more personal touch in seconds.
Call tasks keep the lead’s full context one tap away, so you can pick up the conversation without digging.
Trust
Lead emails come through a secure dedicated intake address. Prentice extracts the details and creates the lead automatically, while unrelated emails stay out.
Email replies stay securely in Prentice, so automation can adapt intelligently and the full communication history stays in one place.
Customer communication is stored securely in Prentice, with an exportable backup record available for extra peace of mind.