When you're under a sink or on a roof, you can't answer the phone โ and that caller dials the next company. Promptly texts them back instantly, so the job stays yours โ and every lead lands in a CRM built for the field.
The revenue you're losing to missed calls and no-shows โ captured automatically.
The #1 way trades lose work is an unanswered call. Promptly replies automatically so the lead becomes a booked job.
Keep the conversation going by text until the estimate is approved โ no more voicemails ignored.
Text customers before you arrive so someone's home and the window isn't wasted.
Reviews are how home-services customers pick who to call. Ask for one in a tap after the job.
SellPromptly tracks every lead, quote, and follow-up from your phone โ see it below.
Answer from the truck on your phone; the office answers from the desk. Same account, everywhere.
You're not sitting at a desk โ you're on a roof or under a sink. SellPromptly is a dead-simple CRM built for the field: track leads, quotes, and follow-ups from your phone so no job slips through the cracks.
SellPromptly and Promptly share the same account and contacts โ texting and CRM, connected.
Promptly is a revenue-focused business communication platform for home-services companies and the trades. In HVAC, plumbing, electrical, and every field where the crew is on a job instead of at a desk, the phone is your lifeline โ and every call you can't answer is a job handed to a competitor. Promptly makes sure you capture those leads, follow up until they're won, and keep customers coming back, with texting built for the field and a simple CRM that lives in your pocket.
When you're under a sink or on a roof, you can't answer the phone โ and a homeowner with a burst pipe isn't leaving a voicemail, they're calling the next company. Promptly's automatic missed-call text-back replies the instant you miss a call: a friendly text that keeps the conversation alive and books the job before the lead is gone. For most trades, this one feature pays for Promptly many times over, because a single recovered emergency call can be hundreds or thousands of dollars.
Every conversation lands in a shared inbox your office and dispatch can see, so leads are answered fast even when the whole crew is out.
Estimates that go quiet are lost revenue. Promptly keeps the conversation going by text โ the channel customers actually respond to โ so you can answer questions, send the quote, and get the green light without endless voicemails. Faster approvals mean more booked work and better cash flow.
Home-services pros don't sit at a desk, so their CRM shouldn't require one. SellPromptly is a dead-simple CRM you run from your phone: track every lead, quote, and follow-up, and move deals through your pipeline between stops. Because it shares one account with Promptly, every text lead flows straight into your pipeline automatically โ and you can switch between texting and your CRM in a single tap, as shown above. No double entry, no leads lost on a sticky note in the truck.
It's the back office that fits in your pocket, so nothing falls through the cracks between the estimate and the invoice.
Text customers before you arrive so someone's home and the appointment window isn't wasted, and send service reminders when it's time for seasonal maintenance. After the job, request a Google review in one tap โ reviews are exactly how homeowners choose which company to call, so a strong rating is one of the cheapest ways to generate new work.
Promptly ties it all together: capture the call, win the quote, do the work, get the review, and keep the customer โ all from one platform your whole team can run from a phone or the front-desk computer. It's business communication focused on revenue, purpose-built for how home-services companies actually operate.
From the first missed call to the five-star review, Promptly and SellPromptly keep your leads, jobs, and customers moving forward โ and your crew booked solid.
Promptly replaces the patchwork of missed calls, sticky notes, and voicemail tag that most businesses rely on with one connected communication platform. Everything below works together, so your team runs the entire customer journey โ from first contact to repeat visit โ from a single shared inbox on any device.
Two-way business texting. A professional texting line and a shared team inbox so anyone on your team can pick up a conversation, with full history for every one of your customers in one thread โ no personal cell numbers, no lost context.
Missed-call text-back. The moment a call goes unanswered, Promptly automatically texts the caller so the conversation continues instead of ending in voicemail โ the difference between a lost lead and a booked one.
Automatic appointment reminders. Personalized reminders go out on schedule and let customers confirm with a single reply, so fewer slots sit empty and your day is predictable.
Recall and rebooking. Promptly automatically reaches customers who are due to come back but haven't scheduled, filling next month's calendar with business you already earned.
Review requests. One tap sends happy customers to your Google page while routing private concerns to your team first, steadily raising the rating new customers judge you by.
Mobile app and notifications. Work from the front desk or your phone, with push notifications so a new message is never missed.
Every feature in Promptly points at the same outcome: more booked, kept, and repeat business. That's what we mean by business communication focused on revenue โ not chat for its own sake, but conversations engineered to protect and grow the income your business already generates.
The math is simple. Most business recover the entire cost of Promptly from a single recovered service call or approved estimate. Everything after that โ every reminder that prevents a no-show, every recall that rebooks a lapsed customer, every review that wins the next one โ is added revenue on top.
That's the whole idea behind Promptly: turn the everyday communication your business is already doing into a reliable engine for booked appointments, loyal customers, and steady revenue.
When you can't pick up because you're on a job, Promptly instantly texts the caller back so they book with you instead of calling a competitor โ capturing leads you'd otherwise lose.
Yes. SellPromptly is a simple field CRM that shares one account with Promptly. Text leads flow straight into your pipeline, and you can manage leads, quotes, and follow-ups from your phone.
Yes. Promptly is a shared inbox โ dispatch, the office, and techs in the field all work from the same conversations, with assignment and internal notes.
No. Customers text from their phone like normal. Your team responds from Promptly on a computer or phone.
Turn missed calls and no-shows into booked appointments and 5-star reviews.