Syncraft

Workflow demonstrations · sample data

Follow what happens after the lead comes in.

These examples focus on common handoffs for home-service teams and their marketing agencies. They show workflow logic with simulated records; they are not connected to live accounts or systems.

Want to see your own process mapped? The free tailored design/demo uses sample data too. Production build and integrations are paid separately.

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DEMO 01 · SIMULATED

Roofing · HVAC · plumbing

Paid lead to assigned follow-up

EXAMPLE TRIGGER

A new ad lead arrives with name, phone, postcode, and job type.

INTENDED RESULT

A visible next action and owner for each enquiry.

  1. 1Capture the source and job details
  2. 2Assign an owner based on service area
  3. 3Create a follow-up task with the lead context
  4. 4Record inspection booked, estimate sent, or no response

DEMO 02 · SIMULATED

Home-service teams

Missed call to callback task

EXAMPLE TRIGGER

A call is missed while the team is on a job or outside office hours.

INTENDED RESULT

A missed call becomes a piece of assigned work.

  1. 1Log the caller and time
  2. 2Create a callback task for the next available person
  3. 3Send an acknowledgement if the business chooses
  4. 4Close the loop when the customer is reached

DEMO 03 · SIMULATED

Roofing · HVAC · plumbing

Estimate to follow-up

EXAMPLE TRIGGER

An estimate is sent but the customer has not replied.

INTENDED RESULT

Open estimates have an owner and a clear next step.

  1. 1Set a follow-up date
  2. 2Remind the assigned estimator
  3. 3Capture the customer’s response
  4. 4Update the job status for the owner

DEMO 04 · SIMULATED

Home-service marketing agencies

Client leads to weekly report

EXAMPLE TRIGGER

New client leads are recorded across campaign sources.

INTENDED RESULT

A repeatable reporting draft, with gaps visible before it goes to the client.

  1. 1Normalize source and campaign fields
  2. 2Group enquiries by client and status
  3. 3Flag missing follow-up or outcome data
  4. 4Prepare a consistent weekly client summary

Every implementation is scoped against the tools, consent requirements, and process your team actually uses.

See the $500 paid pilot