Turn a home-service inquiry into an appointment with the right team.
A homeowner should not have to describe the project twice, and a local operator should not have to guess why the lead arrived. Xivic connects service pages, territory rules, inquiry details and follow-up across home and building-service networks.
Local discovery, consultation scheduling and franchise reporting.
The operating challenge
Does the local team know enough to book the appointment?
A form submission does not tell marketing whether the local team could use the inquiry. Connect the project details, service territory and follow-up status so the customer does not have to repeat the request and both teams can see who owns it.
Connect demand, territory and local follow-up.
Home ImprovementCustom InteriorsInstallation NetworksCommercial Building Services
Improve the route to a qualified inquiry
Show relevant projects and explain service fit before the form. Capture the property, project and location details needed to reach the correct team.
Connect lead and service handoffs
Carry the customer's project details from the form into CRM and scheduling. Define who owns inquiries outside a territory or missing required information.
Make growth performance visible
Report whether an inquiry was accepted, booked or returned with a reason. Give marketing and operations the same definitions for a qualified lead.
Follow a real inquiry through one service territory.
Choose a service and market where the local team can review the full journey. Include an in-territory request, an out-of-territory request and one missing the details needed to book an appointment.
Agree what makes an inquiry actionable
Bring the territory rules, current form and questions the local team asks on the first call. Capture the project and property details that matter without making every homeowner complete a long questionnaire.
Specify how the CRM receives the inquiry and how the local team records accepted, scheduled or returned status. Give requests without a territory match a named owner before opening the new route to customers.