1. Receive the inquiry
Katch Leads handles phone calls, connected email, and website inquiries. Kloe provides conversational phone answering.
- Phone intake
- Email responses after integration
- Connected website forms
- Lead and customer capture
Service-business operations
Follow the inquiry from first contact to final receipt.
Explore the connected Katch Leads and POG ERP workflow, then request a guided demonstration using the channels and services your business needs.
2. Define and agree on the work
Carry the inquiry into quotes and agreements attached to the customer record.
- Service details and pricing
- Quote options
- Customer approval and signature
- Sales pipeline visibility
3. Schedule and complete the job
Organize availability, appointments, and field work with team visibility.
- Availability checks
- Scheduling and dispatch
- Owner review
- Job records
4. Invoice, collect, and receipt
Complete payment and retain the invoice, receipt, and customer history in POG ERP. This page describes the workflow; contact PotomacOps for a live product demonstration.
- Invoices and payment links
- POS and payments
- Receipts
- Operational reporting
Transparent software pricing
Compare plansChoose the plan for your team
ERP: $49.99/month for up to 5 users. ERP + Katch Leads: $149.99/month for up to 20 users. Custom software and private ERP deployments are quoted separately.
Founder-led setup and integration: $497.99 once, plus subscription. Delivery within 48 hours after all required information and access are provided.
Explore Katch Leads · Explore POG ERP · Follow the complete workflow