Feature · Messaging & Calls
Every call, text and follow-up in one place.
Customers often hire whoever gives them a useful answer first. Quo brings business calls and texts into the system so an owner or assistant can move the conversation from new lead to booked job without juggling tools.
- Two-way texting inside the system, with replies in the same thread
- Inbound calls and texts auto-create leads (with call recording + transcript)
- Schedule jobs and send estimates/invoices straight from the chat
- Automated confirmations, reminders and post-job review requests
Sarah Mitchell
(352) 555-0144 · SMS
How it works in the chat
From the first ring to the five-star review.
Every step a customer touches, from capture and qualification through booking, delivery and follow-up, runs through the same conversation.
Inbound: every call and text becomes a lead
Calls auto-create a lead
Inbound call rings through Quo. The lead lands in your inbox with the full call recording and transcript attached.
Texts auto-create a lead
Inbound texts create a lead tagged 'Text'. Qualify, convert, or delete in one tap to keep your pipeline clean.
One-tap 'send my form'
From the chat, tap once to text the customer your estimate request form for a complete, clean lead.
Pull info from the chat
Drop the customer's name, vehicle, or address straight from the conversation into a lead or customer record.
From the chat: close the loop without switching tools
Schedule from the conversation
Pick a slot, book the job, and create the appointment without leaving the thread.
Send estimate & invoice links
Send the customer a tap-to-view estimate or invoice. They reply right back in the same conversation.
Automated follow-ups: no more 'did I send that?'
Confirmations & reminders
Appointment confirmation, day-before reminder, and 'on my way' messages go out from the chat, manually or automatically.
Review request after the job
Mark the job complete and a review request goes out automatically. Build your reputation while you drive to the next one.
One part of the complete system
This feature does not work alone. It connects to what comes before and after it.
PDR Business Pro follows the whole customer and job process, from getting the lead and sending the estimate to scheduling the work, collecting payment and asking for a review. That connected process was developed through years of running our own PDR business.
Keep exploring
Guides and connected features
Activation
What it takes to activate
- Included on the Pro plan ($35/mo)
- Quo app installed on your phone
- Active Quo subscription (billed separately by Quo)
- One-time connect from Settings → Integrations