Incomplete site requests
A street address alone does not explain the damaged openings or who can approve work.
Backed byCustomer Intake for Board-Up & Make-Safe Contractors Board-up calls,
Customer Intake for Board-Up & Make-Safe Contractors Board-up calls,
organized.
Organize board-up requests, property details, photos, and callbacks. Zweelie keeps the customer context together for your responding team.
Customer work for board-up and make-safe services
Board-up and make-safe contractors need more than a missed-call notification. Zweelie helps capture the site, reported damage, and person coordinating access while your crew is occupied elsewhere. That gives the person returning the call a clearer request to review before arranging work.
Built around the work of: board-up company owners, property make-safe contractors, response coordinators.
When a request gets lost, the work can follow.
The customer communication problems that board-up and make-safe services need to solve.
What's at stake
Multiple people calling
Owners, occupants, and property managers may send different parts of the same story.
Updates on personal phones
A crew change can leave access instructions and photos with the wrong person.
From the first inquiry to an owned next step
Example workflow for board-up and make-safe services; your staff confirm scope, timing, and any professional decisions.
Document the request
Collect the property address, caller role, reported damage, and callback details without making safety assurances.
Prepare a human handoff
Link available photos and access notes to an opportunity assigned to the person organizing the response.
Track agreed next steps
Staff confirm the scope and timing, retain the communication history, and request payment through the connected customer record.
Capabilities
One customer history, from inquiry to follow-up
Give your team calls, forms, opportunities, files, notes, and payments that share customer context. Features and usage allowances depend on your plan.
Calls and SMS
Configure your receptionist and call routing. Keep customer texts, call summaries, and request details available for your team's response.
Our shop has a broken front window. Can I send the opening dimensions?
Thanks, Morgan. Casey will follow up with you.
Storefront window board-upAssigned to Casey Morgan
Thanks, that works for me.
Casey has your request.
ME
Morgan Ellis
1 call
Morgan sent storefront dimensions and photos. Confirm site access with the shop manager.
Opportunities
Review potential work from calls, texts, and forms. Assign a responsible person and follow-up reminder so the next customer conversation has an owner.
Storefront window board-up
Morgan Ellis
Files
Link customer-provided photos and documents to contacts and opportunities. Give the person handling the request the materials needed for review.
ME
Morgan Ellis3 files
Drop files hereFiles for storefront window board-up
opening-photo.jpgMorgan Ellis · Storefront window board-up
Photoproperty-request.pdfMorgan Ellis · Storefront window board-up
Documentaccess-contact.pdfMorgan Ellis · Storefront window board-up
DocumentForms
Build an intake form around property address, caller role, access contact. Accept relevant files and connect submissions to customer opportunities.
Oakridge Board-UpRequest property securing
Tell our team what you have in mind.
Form submitted
Storefront window board-up
Payments
Your team can send an agreed payment link and view payment activity alongside the customer history. Stripe and Square connections are available; provider capabilities vary.
Oakridge Board-Up$680Storefront window board-up
- Customer
- Morgan Ellis
- Status
- Draft link
Notes
Keep your team's observations and agreed next steps attached to the customer or opportunity, rather than in separate personal notes.
CM
Storefront window board-up
Morgan sent storefront dimensions and photos. Confirm site access with the shop manager.
Morgan EllisStorefront window board-upIn progressTB
Vacant property securing
DraftTessa needs a vacant property's openings secured. Review the entrance photos and scope with her.
Tessa ReidVacant property securingOpenIntegrations
Works with the tools you already use
Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.
Don't see an integration here? We can build it.
Keep your specialist tools. Connect the customer conversation.
This is customer intake support, not an emergency service. Retain live dispatch and trained safety assessment. Zweelie does not determine whether a structure is safe or whether someone is authorized to enter it.
Zweelie brings customer communication, intake, and follow-up ownership together on web, iOS, and Android. Review your team's requirements and available plan features before moving a workflow. Read our privacy policy or talk through your workflow in a demo.
Pricing
Simple plans that grow with your business.
Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.
Small Business
$49/ month
Capture every lead with your business team.
- 2 team members per business
- 1 business phone line
- 75 call minutes monthly
- 100 text messages monthly
- Up to 100 contacts
- Up to 15 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business
$129/ month
Handle more inquiries and keep every opportunity organized.
- 2 team members per business
- 1 business phone line
- 300 call minutes monthly
- 250 text messages monthly
- Up to 500 contacts
- Up to 50 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business Pro
$499/ month
Automation and collaboration for the whole operation.
- Up to 3 team members
- 3 included business phone lines
- High-volume calls and texts, subject to fair use
- Unlimited contacts
- Unlimited opportunities
- Multiple locations
- All products, including conversations, forms, and reports
Questions from board-up and make-safe services
Can different staff review the same board-up inquiry?
Zweelie keeps calls, messages, files, and opportunity notes connected so permitted team members can review the request. Assign a responsible person rather than relying on a forwarded screenshot. Availability, access authorization, and response decisions remain with your staff.
What should board-up and make-safe services keep in their existing systems?
This is customer intake support, not an emergency service. Retain live dispatch and trained safety assessment. Zweelie does not determine whether a structure is safe or whether someone is authorized to enter it.
Can our owner and office team work from the same customer history?
Yes. Zweelie connects calls, texts, contacts, files, notes, and opportunities so the people handling a request can review its history. Assign opportunities and follow-up reminders to your team. Team access and product availability depend on your plan and permissions. This page is written for board-up company owners, property make-safe contractors, response coordinators.