SOL-03 · FOLLOW-UP AND RECORDS
Follow-Up Without the Chasing.
Follow Up. Record. Book.
Workely follows up on every quote at 1 hour, 1 day and 3 days until the lead books or says no, and records how each one ended. Works alongside the CRM you already run.
Built inside a working service company, and used there every day.
Follow-ups until they book
Every lead and its history
Stays the tool you run jobs in
01 · THE PROBLEM
Follow-up is where deals die. Quotes go unanswered, you get buried in admin, and warm leads go cold because nobody circled back in time. Without one clear list, it is hard to know which leads still need attention today.
02 · THE SOLUTION
Workely follows up at 1 hour, 1 day and 3 days, until the lead books or says no. Every lead keeps its quote and its outcome in one list, so nothing slips. Your CRM stays the tool you run jobs in.
CAPABILITY MATRIX
How It Works
Follow-Up at 1h, 1d, 3d
Each quote gets a follow-up at 1 hour, 1 day and 3 days until the lead books or says no.
One List
Every lead, its quote and how it ended live in one list in Workely, beside your CRM.
Your OK or Auto-Send
A quote Workely is at least 90% confident in can go out on its own with auto-send. Everything else waits for your OK.
Beside Your CRM
Runs alongside Jobber, Housecall Pro or ServiceTitan. Your CRM stays the tool you run jobs in.
WORKFLOWS
Workflows for Follow-Up and Records
Follow-up
Follows up at 1 hour, 1 day and 3 days until they book or say no
Record
Keeps every lead, quote, and booking in one list
Send
Sends the quote with a booking link, on your OK or on auto-send
To the moon, founders.
Nothing charged for 30 days. Cancel anytime. The first 10 owners lock $29.99/mo for life.
Founding bonus: we write a feature story about your business on the Workely blog, with a link to your website. It stays up as long as Workely does, so more people find your business as we grow. We draft it within 7 days of signup; it goes live once you approve it. Founding customers only, while spots last.