Modern Intake Workflow

How YVR Roofing Centralized Their Intake and Stopped Leads From Slipping Through the Cracks

YVR has strong demand. What they needed was a reliable system to catch every call, form, and message instantly— without changing their CRM or phone setup. MainStreet RevOps delivered a unified intake engine built for how roofing companies actually work.

✔︎
Unified Intake
Real-Time
Notifications
100%
CRM Logging
Live
Today

Where Things Were Slipping

YVR wasn’t struggling to get attention—they were struggling to keep every inquiry moving. With volume coming in from calls, website forms, voicemail, and marketplace sources, keeping everything consistent was becoming a daily battle.

  • Calls reaching voicemail without fast follow-up
  • Form submissions routed inconsistently
  • No single place to see calls, forms, and messages
  • Owner handling intake personally to avoid dropped leads
  • No clear attribution from lead → job

What MainStreet Implemented

The FrontDoor Intake Engine is now running for YVR: a unified system that captures every call, form, text, and voicemail—replying instantly and logging everything automatically.

  • All intake in one place: Calls, forms, texts, and chats tracked together
  • Smart call routing: Multi-step cascade + voicemail transcription
  • Instant replies: Automated SMS/email confirmations for every lead
  • Reliable web intake: Validated, spam-filtered forms with clean routing
  • Live dashboard: YVR can now see all activity as it happens
  • CRM logging: Every contact automatically pushed to CRM with history

Before & After

Before MainStreet

  • Voicemails waited for callbacks
  • Forms not always routed correctly
  • Multiple tools, no unified view
  • Manual tracking and guessing

With MainStreet

  • Instant SMS/email replies
  • Clean, validated web intake
  • Smart call routing + transcription
  • Full intake → CRM visibility

The Bottom Line

Now every call, form, text, and voicemail is captured, logged, and followed up—automatically.

YVR didn’t need more leads—they needed every lead handled instantly and consistently. The FrontDoor Intake Engine gives them the confidence that nothing gets missed and everything is tracked.

Ready to Clean Up Your Intake?

The same system now powering YVR’s intake—live today and ready for your business.

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