IntentGrid Operate · Upgrade
IntentGrid tells you who to call today. Operate runs everything after the call — quote, schedule, crew, job, invoice, paid — on the same people and properties. Add it to your plan when you’re ready; your daily plan doesn’t change.
Optional upgrade · Off by default · Same login, same records · Your plan and credits don’t change
Maria D. · 78704
Found by your daily plan · Opportunity Score 84
Quote sent
From the quote wizard on your site
Driveway + house wash · $1,850
Scheduled
No conflicts with crew hours
Thu 9:00 AM · Crew B · Surface cleaner
Field
Crew’s phone — same login
Checked in 9:04 · 6 of 6 photos
Invoice paid
Ledger stays in QuickBooks
$1,850 · QuickBooks pay link
Outcome recorded. Won + paid flows back into Opportunity Scores for 78704 — tomorrow’s plan ranks neighbors like Maria higher.
Illustrative record
The five things every service business does after the phone call — on one record, in the order the day actually happens.
Website request or phone-in estimate — one quote from your pricebook, sent from the same record.
Place the job with crew, skills, and equipment in view. Conflicts surface before you promise a time.
Crew opens Today, taps on-my-way, checks in, takes the required photos, completes. No separate app.
Deposit and remainder, synced to QuickBooks with a pay link. Operate writes it; QuickBooks stays the ledger.
The outcome lands on the record — and feeds the daily plan that found the customer in the first place.
Most field-service software starts after the lead arrives. IntentGrid starts before — with buying intent in your ZIPs. Operate closes the loop: intent becomes a contact, a quote, a job, and revenue, and each outcome flows back into the Opportunity Scores that found the customer. That loop is why Operate is an upgrade to IntentGrid, not a separate tool you have to reconcile.
Intent → Contact → Quote → Job → Revenue → Better intent. The last step is the one only IntentGrid can do — because it ranked the contact before you ever called.
Operate is organized the way a shop is — by the work, the people, the yard, the money, and how you show up online. Every desk reads and writes the same contact, company, and property.
What needs you today, and the week ahead.
Customers and crew on one record.
Equipment and supplies that leave with the truck.
Quote to cash — with QuickBooks as the ledger.
How customers find, book, and pay you.
No second app to install or pay for. A crew member opens Today, taps on-my-way, checks in on site, takes the photos the job requires, and marks it complete. Office sees it live. The field role is scoped to the field — it never sees unlocks, exports, invoices, or the site.
Today
On my way
Check in
Photos
Complete
GPS on check-in and photo requirements are set per job type by the office. The field role is a real permission, not a hidden menu.
Operate ships with plain-English recipes for the messages every shop sends anyway. Each one is off until you enable it, and each one goes to your own customers and leads through your connected messaging provider.
Operate workflows send the transactional messages you enable to people who already asked you for a quote or booked a job. IntentGrid’s daily plan still never calls, texts, or emails Priority Contacts for you.
Standalone or together
One company, one login, one account. Buy IntentGrid to find demand, add Operate to run the work, or start with Operate and add intent later — every combination is a real product, not a bundle you have to unlock.
Find demand
Run the work
Close the loop
Operate writes the estimate and the invoice. QuickBooks remains the ledger and the customer pay link. Your IntentGrid plan, unlocks, and credits live in a completely separate system — a customer paying an invoice can never move a wallet, and a wallet can never touch a customer invoice.
Your customers pay you
Quotes · Deposits · Invoices · Agreements
Operate writes them. QuickBooks holds the ledger and the pay link.
You pay IntentGrid
Plan · Primaries · AI & enrichment credits · Operate
A separate system. Never mixed with a customer invoice.
Specifics beat software theater. Here’s what we won’t claim.
Operate is added to an existing account by an owner or admin from Portal → Operate — same login, same team, same records. Pricing is set per account during beta; your IntentGrid plan, Primaries, and credits are unchanged when you add it.
Preview your market and run the daily plan of who to call.
An owner opens Portal → Operate and adds it. Nothing about your plan changes.
Services and pricebook, crew, QuickBooks, messaging, and the optional site.
Pressure washing, roofing, HVAC, landscaping, windows, solar, remodeling — and any local service business whose day runs quote → visit → invoice. Services, pricebook, brand, and pages are configuration, not code, so the next shop can be a law firm or a landscaper.
See the home services daily planWhat Operate is, how it’s added, what it replaces, and what it never does.
IntentGrid Operate is an upgrade to an IntentGrid account that runs everything after the call: quotes from a pricebook, scheduling with crew and equipment, a field view for crew, invoices synced to QuickBooks, recurring agreements, workflows, a customer portal, and an optional website. It works on the same contacts and properties as your daily plan — one login, one record.
Start with a daily plan of who to call. Add Operate when you want the quote, the schedule, and the invoice on the same record.