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Solution · Ultra-Inbox

Unified Customer Inbox for Contractors

Leads come in from your website, phone, text, email, and social media. Ultra-Inbox puts every conversation in one clean view so nothing falls through the cracks.

What's included

The full ultra-inbox stack, wired for contractors.

01

Unified Messages

Texts, emails, web chat, and form submissions all land in one timeline per lead.

02

Team Visibility

Everyone on your team can see conversation history — no more "did anyone call them back?"

03

Quick Actions

Reply, assign, tag, or schedule follow-ups directly from the inbox.

04

Mobile Friendly

Check and respond to leads from your phone between jobs.

The big idea

Why this matters.

Every text, email, form submission, and chat message in one unified inbox. No more switching between apps to track conversations.

Is this a fit?

Built around the way your office works.

For teams switching between phones, email threads, and form notifications to figure out who last spoke to a lead. Ultra-Inbox gives connected conversations a shared place so the next person can see the available history.

From the first step to the handoff.

  1. STEP 1

    Connect the channels you use

    Supported texts, emails, web forms, and chat feed the customer workflow after connection. Unconnected personal accounts and unsupported channels do not appear automatically.

  2. STEP 2

    Review the conversation

    Your team can see the connected message history and collected project details, reducing the need to ask a customer to explain the same request again.

  3. STEP 3

    Give the next step an owner

    Reply, assign, or arrange follow-up through the configured workflow. Mobile access lets the responsible person review an inquiry between jobs.

Walk through an example

Example: a handoff between the owner and office

Illustrative workflow. Your wording, connections, and rules are agreed during setup.

  1. A homeowner submits an inquiry and later replies by text.
  2. The connected record holds the available project and message context.
  3. The office reviews the conversation before confirming the estimate.
Getting ready

What setup requires.

We identify the numbers, email accounts, website forms, and chat sources to connect, along with who needs access and who handles each inquiry. Existing history and social-channel connections depend on provider support and account permissions; confirm any required migration before purchase.

Review your workflow in a demo →

Buying questions, answered

Scope, costs, and the details that matter.

Does it replace ServiceTitan, QuickBooks, or dispatch software?

It provides a customer communication workflow. It does not imply replacement of accounting, field dispatch, or job costing. We agree what should remain in your existing systems and which supported connections are needed.

Can everyone use it, and do I have to learn a dashboard?

We agree user access and responsibilities during setup. You can receive the configured notifications while a designated office user manages the inbox. Confirm any seat limits and team-specific permissions in your order.

Will all my old messages be imported?

Not automatically. Available history depends on the source and supported import options. Identify required records before purchase so the migration scope and any separate work are clear.

How do I get my records if I cancel?

You retain your rights in customer records you supply. Request available exports before service ends, since ongoing CRM access and indefinite backup retention are not included. Export formats and migration work depend on the connected platform and agreed scope.

How long does setup take, and what do I need to do?

The published onboarding target is 10 business days for Starter and 7 for Growth priority onboarding. Timing depends on receiving the required content, account access, approvals, and any carrier or platform registration. We handle the agreed setup; you provide accurate business instructions and approve the result.

What is the full price, including usage?

Starter is $97/month and Growth is $297/month. Annual options are $970 and $2,970 respectively. Telephone, SMS/MMS, email, AI, and other metered services may be additional, along with applicable taxes. Use the Phone Pricing & Billing Guide for published communication rates and confirm any other usage charges in your written order.

How do support, cancellation, and refunds work?

Email support@dreamsurge.ai for support or cancellation. First-time subscriptions have a 30-day refund policy. Cancellation normally requires 30 days’ notice unless your accepted order or applicable law provides otherwise; prepaid or elapsed service is not automatically refunded outside the refund policy. Our Terms explain the details.

How do I know the setup fits my business before launch?

Use the demo to review your services, current tools, required connections, and expected usage. The written order defines the deliverables and charges. Before activation, review the content and test the agreed inquiry, booking, notification, and opt-out paths with us.

Read our service terms and privacy policy, or contact support@dreamsurge.ai.

See the customer story.

Northline Roofing: Lead response dropped from 47 min to under 2 min

Automated lead replies reduced losses after-hours and on active job days.

Connect the workflow.

Explore your trade.

All contractor industries →

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