Additional Business Growth & Operations Features
Extend your GoOpto platform with additional tools for scheduling, team coordination, communication, customer acquisition, files, phone systems, and more. Bring more of the everyday work your team manages into one connected environment.
Today
Daily Schedule
Kitchen Refit Estimate
Crew A
Site Survey - Maple Ave
Crew B
Install Follow Up
Crew A
Customer Walkthrough
Crew C
7
Tools Connected
24
Team Members
1
Connected Platform
Keep Your Team and Daily Work Better Organized
Give your team access to scheduling, assignments, job information, files, photos, and other operational tools that help keep everyday work connected.
Smart Scheduling
Organize schedules across team members, vehicles, jobs, and appointments while giving employees visibility into the work assigned to them.
- Individual schedules for each team member and vehicle
- Job assignments with planned routes and times
- Job status updates completed directly from the field
- Customer communication and notes attached to each job
- Photos and notes added without leaving the schedule
AM
8:00
Kitchen Refit Estimate
AM
10:30
Site Survey - Maple Ave
PM
1:00
Install Follow Up
PM
3:30
Customer Walkthrough
Keep Customer Conversations Connected
Bring customer communication into one organized environment where your team can manage conversations, business calls, text messages, and incoming inquiries while keeping activity connected to the appropriate customer.
Unified Conversations
Manage supported customer conversations from a centralized inbox so your team can view, assign, and respond without constantly moving between different platforms.
- Calls, text messages, email, and website conversations in one inbox
- Reviews and social messages alongside customer conversations
- Conversation assignment to the right team member
- Templates, notifications, and mobile access for the team
Dana Whitfield
SMSCan we move the appointment to Thursday?
Marcus Reyes
CallVoicemail left regarding estimate
Lena Park
EmailSending over the signed agreement
Google Review
ReviewNew 5 star review from a customer
Create More Ways for Customers to Connect
Connect offline and online customer interactions with QR codes, landing pages, forms, and surveys that feed information back into your broader customer management system.
Trackable QR Codes
Create QR codes that connect physical materials with websites, forms, booking pages, review pages, and other supported digital destinations while giving your team visibility into scan activity.
- QR code generation for flyers, vehicles, signage, and business cards
- Custom destinations for websites, forms, booking pages, and review pages
- Scan tracking with visibility into scan activity over time
- Campaign organization and destination updates without reprinting
Spring Service Mailer
Booking Page
Vehicle Wrap 03
Landing Page
Storefront Sign
Review Page
How acquisition tools connect
More Tools. One Connected Environment.
Additional capabilities become more useful when information can move between the tools your team already uses. GoOpto brings customer activity, communication, workflows, and operational tools together so information can stay connected as work moves forward.
Example connected workflow
QR Code Scanned
Landing Page Opened
Form Submitted
Customer Added to CRM
Team Notified
Conversation Started
Appointment Scheduled
Job Assigned
Photos Added
Follow Up Triggered
This is an example of a connected workflow, not a claim that every customer follows this exact process.
Always connected
Ready for Your Next Stage of Growth?
Tell us where you are today and where you want to go. Our team will connect with you to discuss the systems, technology, and opportunities that can support your next stage of growth.
