Capture
A verified shop line can create a lead only after the receiving number and secure provider webhook are configured.
Product tour
From new lead to a clear next action.
The product is designed around the work a plumbing office has to keep moving, not a long list of dashboards.
Own
Give a lead a status and an owner, then keep customer notes and communication context together.
Coordinate
Add Team Desk when the shop needs internal updates, training, policy, and credential tracking.
What the tour is showing
Lead Desk centers the next action. Team Desk adds early-access coordination around that customer work.
- 01
New work becomes visible
A lead is created from direct entry or, when configured, a verified phone-line event for the right shop.
- 02
The next action becomes owned
The office can see a status, an owner, notes, and the customer context needed to follow through.
- 03
Team coordination grows with the shop
Team Desk adds shared context, internal handoffs, and lightweight operational follow-through as the shop needs it.
What stays in your control
Clear product boundaries are part of the product.
Bay is built to make work visible and organized. It does not pretend to replace systems or people your shop still needs.
- The tour does not demonstrate automatic booking, an answering service, or a guaranteed business outcome.
- Customer messages, calls, booking, record changes, and billing changes require explicit user action.
- Team Desk is early access; features requiring provider configuration stay clearly labeled until configured.