Turn new leads into sent estimates faster.

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.

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Prentice

Dashboard

Your leads and what needs attention today

Active leads

2

Awaiting est.

0

Calls today

0

Overdue

0

Tasks

1 open task

View all

Send follow-up text to Dana Holloway

Send text

All leads

Search leads...
All activeAllNeeds first contactSurvey sentReady for estimateEstimate sentWonLostPaused
2 leads

Dana Holloway

Survey viewed

dana.holloway@example.com

Frequency

Weekly, Bi-weekly

Scheduled

None scheduled

Workflow

Built to handle everything from new leads to estimate follow-up.

01

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.

02

Collect

Customers hand you the full picture.

A focused survey gathers the home details, services, notes, and photos you need for an accurate estimate.

03

Estimate

Everything's ready for an accurate estimate.

Survey responses, messages, notes, and photos are all presented to you, so you can accurately quote.

04

Follow up

Estimates aren't forgotten.

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

The app shows what needs attention, not generic noise.

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.

Renee Caldwell

112 Birch Ln, Aurora, CO 80012

Bi-weekly

Estimate ready for review

Due today

Survey completed. Estimate hasn't been sent yet.

Activity timeline

ReceivedEMAILrenee@example.comMay 14

Re: Thanks for reaching out!

Thanks for the call earlier. Let me know if you need anything else from me for the quote.

Internal NoteCALLMay 14

Talked with customer about scheduling and pet-safe products.

Survey completed

by Renee

May 14
SentEMAILMay 14

Thanks for reaching out!

Thank you for contacting Merry Maids. We'd love the opportunity to help with your home…

Show full email

Tasks

5 open tasks that need attention

Call Dana Holloway

Estimate follow-up is overdue and needs a phone call.

Call lead1 day overdue

Text Alicia Reed

First-touch SMS is ready to send.

Sms follow upDue today

Send estimate to Marcus Lee

Survey answers are complete and ready for estimate review.

Send estimateDue today

Review reply from Renee Caldwell

Customer replied to an outbound estimate follow-up email.

Review replyDue today

Review Maya Chen — no response

No customer response after the follow-up sequence.

Review stalled leadDue today
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Prentice

Tasks

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

The next important step is just a tap away.

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.

Follow up with a personal touch

Prentice prepares the message and brings it to your phone. Glance, confirm, and send a more personal touch in seconds.

Call with the full context in front of you

Call tasks keep the lead’s full context one tap away, so you can pick up the conversation without digging.

Trust

Lead communication stays clear and accounted for.

Secure lead intake

Lead emails come through a secure dedicated intake address. Prentice extracts the details and creates the lead automatically, while unrelated emails stay out.

Replies stay in Prentice

Email replies stay securely in Prentice, so automation can adapt intelligently and the full communication history stays in one place.

Exportable communication history

Customer communication is stored securely in Prentice, with an exportable backup record available for extra peace of mind.