A customer inquiry arrives
A homeowner emails asking about a project. Sherpa qualifies the opportunity, captures their details, drafts a response, and helps schedule a site visit.
InboxYou go out for the site visit
You walk the property and talk through the job with the homeowner - no clipboard, no forms to fill in later.
Voice notes become documentation
You speak naturally on site. Sherpa captures the project requirements and updates the customer record automatically.
"Replace the vanity, move the shut-off valve, customer wants matte black fixtures, follow up on the tile sample Friday."
Sherpa drafts the quote
Sherpa turns your notes into an estimate and suggests pricing based on similar projects you've done before.
Revisions happen instantly
The customer requests changes. Sherpa updates the estimate in seconds - no rebuilding the whole quote from scratch.
Follow-up doesn't fall through
Sherpa flags the opportunities that need attention and prepares the follow-up messages so nothing gets forgotten.
The job gets scheduled
The customer approves. Sherpa helps coordinate the schedule and keeps the customer informed right up to the crew arriving.
Long-term customer memory
Months later, the customer calls back. Sherpa remembers everything - the history, the pricing, the project details.