Every feature answers one question: what happens next?
VisitSend connects the decisions between a new inquiry and collected work so the team can act without rebuilding context.
Four jobs. One operating trail.
Start with the outcome your team is trying to protect, then follow the connected work beneath it.
Win the work
- Capture demand
- Assign ownership
- Quote and book
Deliver it
- Schedule visits
- Coordinate crews
- Prove completion
Protect the result
- Track collected money
- See source performance
- Guard margin
Build the system
- Tasks and private Projects
- Planning and goals
- Multiple locations and Custom Apps
Turn an inquiry into owned work.
A lead is only useful when somebody knows it exists, owns the response, and can move the same customer story into a decision.
- Preserve source, referrer, and campaign context on the inquiry
- Make an owner and response risk visible before the lead goes quiet
- Carry the same customer record into quotes, approved work, and jobs
Make the promise visible to the crew.
The handoff does not stop when a quote is accepted. Schedule the work, keep delivery evidence close, and show the next exception before it becomes a customer surprise.
- Coordinate jobs, visits, crews, and recurring plans on the schedule
- Turn follow-ups into assigned tasks, private projects, dependencies, and visible next steps
- Keep notes, photos, and customer context attached to the work
- Separate approved, booked, completed, and collected states
Learn what produced collected money.
Marketing, quoting, and delivery share one record trail, so leaders can inspect the result without confusing a booked promise with money actually received.
- Compare booked value with collected money instead of treating them as equal
- Use one primary attribution so the same job is not credited twice
- Review expenses and margin warnings before a thin quote becomes the norm
Build a system people can actually follow.
Match access to responsibility, keep local execution clear, and add location or brand controls when the operation is ready for them.
- Give admins, managers, members, and limited members the right working view
- Organize service areas, location hierarchy, routing, and brand standards
- Keep rewards and compensation optional so the system fits the workforce model
Tailor the experience without leaving the core.
Custom Apps can adapt branding, domains, permissions, reports, forms, and workflow modules while continuing to receive shared VisitSend improvements.
