Why ScreenOps

Built for screen repair companies that want a cleaner way to run the business.

ScreenOps helps pool, patio, and window screen repair teams quote faster, stay organized, and keep jobs moving without the usual office chaos.

Quote faster

Build clean, professional quotes in minutes so leads do not cool off while you are still piecing details together.

Track every customer

Keep leads, customer details, quote history, and follow-up notes in one place your team can actually use.

Keep jobs moving

Go from lead to quote to scheduled work with a simple workflow that helps your crew stay aligned.

Look more professional

Send polished quotes and job details that make your business feel organized, trustworthy, and easy to hire.

The problem

Most screen repair teams do not have a work problem. They have a workflow problem.

The field work may be strong, but office work gets messy fast. That is where quotes stall, leads go cold, and scheduling gets harder than it should be.

  • Quotes take too long to send
  • Follow-ups slip through the cracks
  • Customer notes live in texts and memory
  • Scheduling changes create confusion
  • The owner has to answer every question
  • Repeat customer history is hard to find

What makes it different

ScreenOps is designed around the real flow of a screen repair job.

Lead comes in. Quote gets built. Customer approves. Job gets scheduled. Everyone stays on the same page.

No bloated setup. No generic tool made for ten different trades. Just a focused system that helps your team move faster.

It is simple enough to use daily and structured enough to help you grow without more office stress.

How It Actually Works

The full workflow, step by step.

From first phone call to scheduled job - every step, exactly how it works in ScreenOps.

  • 1
    Ask what broke: panels blown out? Sagging? Storm damage?
  • 2
    Note if it's a pool cage, porch, or lanai
  • 3
    Let them know you'll text them right after the call
  • 4
    Keep it friendly and fast: 2-3 minutes max

πŸ“ž Inbound Call

Maria Gonzalez - (407) 555-0192

"Blown-out pool cage screen panels on the south roof section: two roof panels and one side wall."

Active call Β· 2m 14s
  • 1
    Hit the green "Call Script" button on your dashboard
  • 2
    Tap Copy Message β€” it copies the whole thing instantly
  • 3
    Paste it into iMessage, WhatsApp, or SMS and send
  • 4
    Customer sends back their info + photos
M

Maria Gonzalez

iMessage

You (Work Cell)
Hi Maria! Thanks for calling - excited to help! 😊 To get your free quote started, could you send over: 1. Full name 2. Service address 3. Email address 4. Best contact number 5. Photo of the whole porch 6. Close-up of the damage We'll get your quote over quickly!
Maria Gonzalez
Of course! Maria Gonzalez, 2847 Lakeview Blvd Deltona FL 32738, maria.gonzalez@gmail.com, (407) 555-0192 - photos attached πŸ“Έ
  • 1
    Go to Customers β†’ New Customer
  • 2
    Paste the raw text β€” name, address, email, phone all get detected
  • 3
    Review, confirm, and hit Save
  • 4
    Customer record created and ready for a quote
SO
ScreenOps Β· New Customer

Smart Paste

Maria Gonzalez 2847 Lakeview Blvd, Deltona, FL 32738 maria.gonzalez@gmail.com (407) 555-0192 Blown-out pool cage screen panels on the south roof section: two roof panels and one side wall.

Full Name

Maria Gonzalez

Phone

(407) 555-0192

Email

maria.gonzalez@gmail.com

Service Address

2847 Lakeview Blvd, Deltona, FL 32738

  • 1
    Open the new customer β†’ New Quote
  • 2
    Select job type (Single Panel, Full Rescreen, etc.)
  • 3
    Add panels, sqft, or inserts - price auto-calculates
  • 4
    Hit Send Quote - customer gets an email with a link
SO
ScreenOps Β· Quote Detail

Q-2024-0088

sent

Single Panel Repair Β· Maria Gonzalez

Customer

Maria Gonzalez

2847 Lakeview Blvd, Deltona, FL 32738

(407) 555-0192

Pricing

2Γ— Roof Panel$220.00
1Γ— Side Wall Panel$115.00
Min. Service Fee$50.00
Total$385.00
  • 1
    Auto-text reads: "{First Name} I just emailed your quote…"
  • 2
    Includes the customer portal link so they can view + accept
  • 3
    Customer gets email AND text - double the visibility
  • 4
    You don't have to do anything extra
M

Maria Gonzalez

iMessage

ScreenOps Auto-Text
Hi Maria Gonzalez! Shiloh's Screen Repair just sent your quote #Q-0042. View and accept it here: https://screenops.app/quotes/abc123/view (This is an automated message - please do not reply to this text.)
Maria Gonzalez
Got it, reviewing now! Looks good, I'll accept πŸ‘
  • 1
    Quote status flips to "Accepted" automatically
  • 2
    Open the quote - Schedule Job tab
  • 3
    Pick date and arrival window (e.g. 9-11am)
  • 4
    Hit Confirm - customer gets a schedule confirmation text
SO
ScreenOps Β· Schedule Job

Q-2024-0088

Maria Gonzalez

accepted

Scheduled For

Tuesday, April 29, 2026 - 9am to 11am

Pick a Date

Mon 4/28
Tue 4/29
Wed 4/30

Arrival Window

7-9am
9-11am
11am-1pm
2-4pm
  • 1
    Add customer and create a new quote
  • 2
    Fill in the job details in person
  • 3
    Change status directly to "Scheduled"
  • 4
    Pick the date/window and you're done - no email needed
SO
ScreenOps Β· Quote Detail

Q-2024-0088

Single Panel Β· Maria Gonzalez

draft

On-site - skip email flow

2847 Lakeview Blvd, Deltona, FL 32738

βœ“

Step 1

Add customer record

βœ“

Step 2

Build quote on the spot

βœ“

Step 3

Change status β†’ Scheduled

β†’

Step 4

Pick date + arrival window

Quick tips for sharing this workflow

Send this page link to any new team member - they can read through it before their first day.
The Call Script button on the dashboard opens your copy-paste text in one tap.
Customer Paste auto-detects name, address, email, and phone from a raw text blob.
Quote auto-texts fire automatically - you never have to manually text portal links.
If a customer is standing in front of you, skip the email flow entirely and mark it scheduled on the spot.
All job photos, notes, signatures, and scheduling live in one quote record - nothing gets lost.

FAQ

Why use software built for screen repair companies?

Because generic tools rarely match the way screen repair work actually flows. ScreenOps is focused on quoting, customer tracking, and job movement for this trade.

Is this only for pool screen companies?

No. It also works well for patio, lanai, porch, and window screen repair businesses that need a simple way to manage quotes and jobs.

What is the biggest benefit?

Most teams feel the biggest win in speed and clarity. Quotes go out faster, customer records stay organized, and jobs are easier to manage day to day.