Find the right customers to contact
Explore aging doors and openers, extension springs, doors without openers, tune-ups due and membership opportunities. Narrow the list by equipment age, property type or customer tags.
YOUR NEXT JOB MAY ALREADY KNOW YOUR NAME.
Give past customers
a reason to call you again.
An aging opener. A door due for a tune-up. A repeat customer who could use a service plan. Turn the equipment and service history you already have into a thoughtful list of people to follow up with.
7 days free · Unlimited users & techs · No credit card needed
A reason to follow up, already on file.
Log the call. Keep the next step.
Equipment & service-based listsCall outcomes & callback datesBooking connected to the customer
A GARAGE DOOR WORKDAY, MADE SIMPLER
You paid to win the customer.
Earn their next job, too.
You’ve already invested in winning the customer. Make that investment go further with useful recommendations based on their equipment and service history—a tune-up when it’s due, an aging opener worth replacing, or a service plan that fits. Give customers a good reason to book again, and grow their lifetime value through work that delivers value for them, too.
Make the follow-up feel considered
See the reason for each opportunity alongside the customer’s history. Hide customers with open work or a follow-up already in progress. Record the call outcome, including no answer, call back later or not interested.
Keep the next promise
Set a callback date and find it in the Call backs view. If the customer is ready, open booking from the same workflow. Keep do-not-contact preferences recorded so those customers stay out of marketing lists.
01Find a relevant opportunity
02Review & call
03Book or set a callback
GOOD TO KNOW
Opportunities,
explained.
Clear answers before you get started.
Where do these opportunities come from?
From the customer, equipment and service records in your company workspace. They are follow-up suggestions based on those records, not purchased leads.
Can I choose what counts as an aging door or opener?
Yes. Adjust the age filters and narrow the list by residential or commercial equipment and customer tags. Keep recorded equipment details up to date so the lists remain useful.
What does the potential value mean?
It is an estimate based on matching customers and your pricebook. It is not booked work or guaranteed revenue.
Can it automatically send texts and emails?
Use the call, call-outcome, callback and booking workflow to manage customer follow-ups. Automated text delivery is not connected.
YOUR TRADE. YOUR TEAM. YOUR NEXT CHAPTER.
Make room for a better workday.
Your first truck or your whole fleet. Everyone’s included.
Start your 7-day free trialNo credit card needed. No per-tech fees.