Questions about Birdy

Owner-run home service companies with crews and trucks: pressure washing and exterior cleaning, window cleaning, gutters, holiday lighting, roofing, lawn care and similar trades. It fits a company with one truck and one owner answering the phone, and one with several trucks, sales reps and an office team.

It runs the work from the first call to the paid invoice: a leads pipeline with follow-ups, quotes with good, better and best options that customers sign online, scheduling and dispatch for every truck, service plans, invoices, and a crew app for the techs. Everything shares one customer record.

Yes. Every lead shows how long it has been waiting, and Reports shows your speed to lead and close rate by rep, so you can see who answers fast and what it is worth. A live speed-to-lead timer on the board is coming next.

Yes. Customer conversations sit in one shared inbox where anyone in the office can assign a thread to a teammate, see their own on the Mine tab, and mark a thread done. An unassigned queue, claiming and a guard against two people answering the same customer are coming.

No. A sales rep sees only their own leads and quotes. It is a permission that comes with the role, so it holds on every screen and in search. You and your office staff see everyone's.

Yes. You edit the plan visit by visit, and the customer approves the change from a link with a signature. Their plan, visits and history carry on.

Email works from the start: quotes, invoices, reminders and follow-up messages. Texting is being connected: it turns on for your company once your business number is registered with the phone carriers, which usually takes one to three weeks.

Not yet. Card payments are coming. Today invoices go out by email and you mark them paid when the check, cash or transfer comes in, so you always know who still owes you.

Yes. The crew app is made for phones, with big buttons and one next step at a time. The office screens work on a phone too, and the app can be added to the home screen.

Yes. You get an online booking page you can link from your website, and a pick-a-time link you can send so a customer chooses their own estimate slot from the times your schedule really has open.

One monthly price for your company, set when we open your account. We do not publish a price list yet. Create your account and we will give you a number before you commit to anything.

Everything that is live: the pipeline, quotes and online signing, scheduling and dispatch, service plans, invoices, the crew app, online booking, the customer portal, reports, and help bringing your customers and price list over. There are no add-ons to buy today.

We are opening accounts a few companies at a time. Create your account and we will email you as soon as yours is ready, then set it up with you.

Not a self-serve one. Accounts are opened by hand, and we set yours up with your own customers and price list so you see it working on your real business before you decide.

Yes. Export your customers, price list, past jobs, estimates and invoices as spreadsheet files (CSV or Excel) and the importer reads them, checks for duplicates and shows you every change before anything is saved. We can do it with you.

Saved cards, photos, text history and plan billing stay behind. Past jobs, estimates and invoices come in as read-only history on each customer, and unpaid old invoices show as an old balance.

Yes. One click removes what an import added, while keeping anything your team has changed since. Rows that were skipped can be downloaded with the reason for each.

The importer looks for the same phone, the same email, or the same name and address, both against customers you already have and inside the file. You choose to merge (the default, which only adds details and never overwrites), keep both, or skip.

Yes. Every request names the company it is for, and our servers check that you belong to that company before anything is read or written. With no company, a request sees nothing. An automatic test walks every company screen with two companies to prove one cannot see the other.

Yes. Two-factor sign-in with an authenticator app is built in, and new companies require it for owners and office staff by default. You choose which roles must use it.

Yes. Owners and office staff can export the customer list as a spreadsheet file at any time.