Day 1

First Contact

Sarah texts about a deck project at 9:47 PM

CUSTOMER
9:47 PM
Summit Deck & Patio
Pipeline
Stage 1
First Contact
Customer Assistant
Stage 2
Conversation
Data Extraction
Stage 3
Qualification
Lead Qualifier
Stage 4
Estimate
Initial Estimator
Stage 5
Site Visit
Visit Scheduler
Stage 6
Builder Review
Approval Gate
Stage 7
Handoff
Next Step Clear
BUILDER (Mike)
DeskForeman
DeskForeman AI
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That's DeskForeman.

From first text to builder-approved next step — every step handled through SMS with the right approval gates. The builder never opened a laptop.

7 stages
First text to approved handoff
AI receptionists handle stage 1. DeskForeman keeps the rest organized.
Minutes
Builder time stays focused
Approve, clarify, or step in by text
watched pilot access
Hands-on rollout
Strict approvals before high-risk customer sends

You just watched DeskForeman handle the front-office work that usually interrupts the day: discovery, qualification, approvals, scheduling requests, and handoff. Most tools handle the first step. CRMs need you to manage the rest manually.

Text (877) 753-1952 to ask about the pilot