How Birdy works, from the first call to the paid invoice
Eight steps from the first call to the paid invoice, all on one customer record.
Updated
How does a new lead come in?
A call, a form on your website, the online booking page or a referral. The office adds it in seconds, or it lands on the board by itself from online booking.
Online bookingHow does a new lead get answered?
The lead sits on the board with how long it has waited. The office or the rep it belongs to answers it, and follow-up emails go out if the customer goes quiet.
Lead pipelineHow is the estimate booked?
Book the estimate on a day that has room: the lightest days come first. Or send the pick-a-time link and let the customer choose from the times you really have open.
Scheduling and dispatchHow is the quote sent and signed?
Build the quote from your price list with good, better and best options. The customer picks one and signs on their phone, and the quote turns into a job.
Quotes and estimatesHow is the job scheduled and dispatched?
Signed jobs wait in a tray until you drop them on a truck and a day. Rain days move the whole day in a few clicks.
Scheduling and dispatchWhat does the crew do on the job?
Techs see their own jobs for the day on their phone: on my way, arrived, the checklist, notes and customer sign-off, in that order. Before and after photos are coming.
Crew appHow is the invoice sent and paid?
When the job is done the invoice is one click away, built from the job. You mark it paid when the check or cash comes in.
InvoicingHow do customers come back?
Offer a service plan with its visits laid out for the year, and send a review request when the job is done.
Service plans
See it on your own customers
Create your account. We set it up with you, with your customers and your price list, before your team starts.