Solutions • Sales

Inspection scheduling and revenue forecasting built into your reporting workflow.

Replace spreadsheets, calendar juggling, and back-and-forth emails. The Tiebreak sales hub organizes leads, proposals, and job assignments so you can focus on delivering standout inspections.

Sales pipeline in Tiebreak

Calendar coordination without the chaos.

Tiebreak connects your availability, inspector travel zones, and preferred job types to create smart scheduling windows. Agents can self-book within guardrails, while your sales team can override assignments when VIP clients call. Automated reminders reduce no-shows and confirm payment details ahead of time.

  • Route optimization: Group nearby inspections to shrink drive time and squeeze in an extra appointment each day.
  • Digital proposals: Generate branded quotes with service bundles, add-ons, and payment options in seconds.
  • Agent visibility: Live status pages show when the inspector is en route, onsite, and finished—no check-in texts required.
Scheduling interface

Visualize every deal in motion.

The sales hub pipeline keeps coordinators, inspectors, and leadership aligned. Stage-specific automations send the right message at the right time, while dashboards surface bottlenecks before they impact revenue.

Inbound lead

Capture leads from your website, phone calls, or agent referrals. Automatically enrich records with property details pulled from MLS data when available.

Scheduled inspection

Clients select available time slots or accept the booking you propose. Confirmations include your prep checklist and payment links.

Onsite & follow-up

Inspectors receive mobile agendas with location data, property history, and notes from the agent. After the visit, the system triggers reminders for payment and report delivery.

Closed & referral

Once the report is signed off, Tiebreak nudges agents for the next job and feeds repeat opportunities back into your forecasting model.

Forecast with confidence

  • • Weighted revenue by inspector, job type, and referral partner.
  • • Conversion reports that show how quickly leads move from inquiry to booked inspection.
  • • Real-time visibility into outstanding proposals and unpaid invoices.
  • • Alerts when priority agents have not booked recently, prompting proactive outreach.

From lead intake to payment—everything in one timeline.

Tiebreak links every touchpoint to the inspection record. When agents call, your team sees previous notes, open proposals, and upcoming maintenance reminders. After the job, payment status syncs automatically so coordinators aren’t chasing down checks.

Use templates to send prep instructions, contract addendums, or ancillary service recommendations based on the property type. Everything is logged, time-stamped, and accessible to the field team via mobile.

30-day rollout playbook

  1. Week 1: Import contact lists, customize pipelines, and define service bundles.
  2. Week 2: Connect calendars, payment providers, and notification preferences.
  3. Week 3: Launch proposal templates, automate reminders, and train coordinators in the new workflow.
  4. Week 4: Review dashboards with leadership, adjust conversion targets, and set up ongoing coaching alerts.

Our onboarding specialists join ride-alongs, shadow your coordinators, and help script responses that keep agents confident in your process.

Ready to fill your inspection calendar?

Automate scheduling, proposals, and updates so you can focus on building relationships and delivering stellar inspections.

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