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ServiceRoot Capture

Capture every opportunity.

Bookings, forms, website chats and phone calls land in one inbox, organised and tagged with where they came from. Nothing reaches your business without someone seeing it.

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InboxTodayExample data
  • John SmithHVAC repairGoogle LSAIncoming callNew10:42 AM
  • Sarah MillerAC maintenanceWebsiteBookingScheduled11:04 AM
  • Mike DavisPlumbingFacebookFormNew11:18 AM
  • Angela RuizWater heater quoteAngiLeadQualified11:26 AM
  • Devon CarterThermostat installWebsiteChatNew11:31 AM

The problem

Opportunities are disappearing before anyone sees them.

Customers reach you from a dozen directions. When those directions live in a dozen places, some of them are never answered at all.

LEAK 01

The site has no way to act.

A visitor who is ready to book at 9 PM finds a phone number and closes the tab. That job never shows up anywhere.

LEAK 02

Calls go nowhere you can see.

Missed and after-hours calls sit in voicemail on someone’s personal phone, with no record of who called or why.

LEAK 03

Leads live in five inboxes.

Angi in one app, Facebook in another, forms in email, texts on a tech’s phone. Nobody has the whole list.

How Capture works

All roads lead to one inbox.

Every way a customer can reach you feeds the same place. Each opportunity arrives as a record: who it is, what they need, how they got in touch and where they found you.

What’s included

Everything that brings a customer to your door.

Online scheduling

Customers book themselves, day or night.

  • Creates the request in ServiceRoot automatically
  • No one re-enters it by hand
  • Works on the website you already have

Lead forms

For customers who would rather you call them.

  • Lands in the dashboard the moment it is sent
  • Asks the questions your team needs
  • Carries the source with it

Website AI chat

An assistant that talks to visitors while they are still on the page.

  • Answers the questions that stall a booking
  • Captures the qualified visitors
  • Hands the lead straight to ServiceRoot

Phone system

Business numbers that ring where they should.

  • Route to the owner, office or dispatch
  • Keep personal numbers private
  • Every call on the customer’s record

Call tracking

Know which calls came in, and from where.

  • Calls tied to communication history
  • Missed calls visible, not buried
  • Numbers mapped to their source

Unified inbox

One list of everyone who wants something from you.

  • Bookings, forms, chats and calls together
  • Status on every opportunity
  • The whole team works from the same list

Lead source identification

Know where every opportunity came from.

When the source data exists, ServiceRoot records it: Google, Local Services Ads, Facebook, Instagram, Angi, referrals, organic search or a direct call. Capture answers who contacted you and how. Scale turns that into what it earned.

GoogleLocal Services AdsFacebookInstagramAngiYelpThumbtackOrganic searchReferralDirect call

The flow

From first contact to a record you can act on.

  1. 01

    A customer reaches out

    They book, fill a form, chat on your site or call your number.

  2. 02

    ServiceRoot captures it

    The opportunity is created automatically. No one types it in.

  3. 03

    The source is attached

    Where they found you travels with the lead, when it is known.

  4. 04

    Your team sees it

    It lands in one inbox with a status, ready to be worked.

What changes

Finally, one place to see everything coming in.

No opportunity goes unseen.

After-hours bookings, missed calls and marketplace leads all land where your team is already looking.

No lead is typed in twice.

Bookings and forms become records on their own, with the details your team needs.

Every lead has a source.

You stop guessing where your customers are coming from.

Running on ServiceRoot

Premium ChimneysSovereign Pressure WashingVanguard Chimneys
ServiceTitan Certified AppBuilt by operators

One connected system

Capture gets the lead. Dispatch gets the job. Scale shows what made money.

01CaptureGet the opportunity.Did we capture the opportunity?$500/month
02DispatchTurn it into a job.Did we work the opportunity and turn it into a job?$1,000/month
03ScaleKnow what’s making money.Do we know what produced the revenue, and can we grow it?$1,500/month
Next in the systemDispatch: Turn it into a job.

FAQ

Questions, answered.

The questions operators ask most about Capture.

  • Do I need to replace my website?

    No. Scheduling, forms and chat are added to the site you already run.

  • Can calls ring my existing team?

    Yes. ServiceRoot numbers route to the owner, the office or your dispatchers, and every call is tracked against the customer’s history.

  • What happens to leads from Angi or Facebook?

    They are brought into the same inbox as your bookings, forms and calls, with the source recorded where that data is available.

  • How is Capture different from Scale?

    Capture makes sure every opportunity is captured, organised and visible. Scale connects those opportunities to booked jobs and revenue, so you know which marketing is paying for itself.

See every opportunity, every job and every dollar in one place.

Thirty minutes on your own calls, leads and marketing. You leave knowing exactly where your business is leaking.

  1. 01Pick a time that works
  2. 02We walk through your leads and calls
  3. 03You see what to fix first