Web Intake
Branded quote forms with guided routing, repeat-client handling, attachments, limits, and direct folder delivery.
- Public HTTPS form
- New and existing projects
- Duplicate protection
Owner-sponsored private beta
One place for everything coming in
Spend less time sorting messages. Spend more time getting the work done.
Trace Intake keeps your web submissions, forwarded calls, inventory updates and older records organized in the places your team already uses. You can see what just came in, respond sooner and stop digging through emails and voicemails trying to find the next lead.
No complicated new process—just less office work, fewer missed opportunities and more time for the work that actually moves your business forward.
- 01Web intake
- 02Call forwarding
- 03Inventory
- 04Legacy records
Web submissionNew quote request
Forwarded callMessage received
Inventory updateStock count changed
Legacy recordOlder file identified
Client folders
LIVENorthview RenovationsQuote request · just now
2 newPrairie Home ServicesCall message · 4 min
1 newRiverside Property GroupInventory · reviewed
✓
Ready for your teamNewest unseen work stays at the top
FastNew work is visible immediately
CarefulAmbiguous matches go to review
PrivateLead content stays out of the owner dashboard
PracticalWorks with ordinary business folders
The shortest operational path
From first contact to the right client folder.
Trace Intake removes the repetitive office steps between receiving information and acting on it.
- 1
Receive
A customer submits a form, leaves a message, or an approved system sends an update.
- 2
Match
Strong identifiers connect the item to the right client and project. Uncertain matches are never guessed.
- 3
Route
The complete package is written directly to the selected local and cloud business folders.
- 4
Respond
A visible new-item indicator takes the team straight to the newest unseen work.
Four focused modules
Choose the workflows your business needs.
Each module shares the same company profile, storage rules, client matching, visual system, and privacy boundary.
Answering Service
A Canadian telephone answering service with menu or message mode, transcription, structured summaries, and routed delivery.
- Business greeting
- Caller identity capture
- Visible unseen messages
Inventory Tracking
Receive-only source updates plus safe CSV/XLSX imports, reconciliation, duplicate prevention, and stock alerts.
- Snapshot or adjustment
- Atomic import option
- Dual-root audit copies
Legacy Filing
Preserve historical source folders while organizing client identities and using credits only for successful AI analysis.
- Permanent dashboard access
- Non-expiring credits
- Source preservation
Designed around the next action
Your latest leads belong at the top. Not lost in a network maze.
Trace Intake writes each package directly inside the client destination. A blue dot and count show what is new, and one action opens the newest item.
Northview Renovations2 new
Prairie Home Services1 new
Riverside Property GroupReviewed
Confirmed Canadian pricing
Simple modular pricing. Don't pay for what you don't need.
These are the confirmed product prices. Stripe remains in Sandbox until the signed release, policies, and commercial acceptance checks are complete.
Public forms, sorting, client/project routing, attachments, and unseen lead indicators.
Telephone answering, menu/message routing, transcription, and structured delivery.
Receive-only connections, imports, reconciliation, counts, value, and low-stock reporting.
Permanent dashboard access and 2,000 non-expiring AI-analysis credits.
1,000-credit refill: CA$100
Provider usage, regional availability, taxes, onboarding, and final commercial terms will be disclosed before public sales open.
No data lock-in
Your data is not our legacy.
It stays yours, in the folders and drives your business controls, not locked inside a Trace Intake database.
Your submissions, calls, documents and inventory are processed only to deliver the features you enable, then written to the network and business drives you choose. Trace Intake does not warehouse your records or make you depend on us to access them. Enabled service providers may process or temporarily retain information when a feature requires it, but Trace Intake’s owner systems do not store your operational data.
We retain only information related to account access, billing, service limits, general service health and provider references. Never your business files.
Read the data-boundary overview →Business-controlledLeadsCallsFilesInventory
narrow boundary
Owner controlsGrant statusLimitsProvider referencesAggregate health
Current availability
Private feedback testing is owner-sponsored.
Approved testers receive the full program, pay nothing, and use isolated OpenAI and Twilio resources within owner-set limits. Invitations are issued individually after a unique HTTPS connection is prepared for the tester's computer.
Straight answers
The things we would want to know too.
No vague promises and no hiding the difficult questions. These answers describe the private beta today and clearly identify what still needs to be finalized before public sales.
What data does Trace Intake store?
Operational records and settings are stored on the business computer, network, and chosen business drives. Trace Intake owner systems retain only the account, billing, access, limits, provider references, and service-health information needed to operate the service—not business files.
Can Trace Intake see my business files?
The installed program processes information to provide enabled features, but the owner dashboard does not scan or store leads, calls, transcripts, documents, inventory records, legacy files, or business folder paths.
Will I lose my records if I cancel?
No. Business records already written to your computer, network, and drives remain yours. Full cancellation offers immediate deletion of the Trace Intake-held profile or retention of the setup for up to 90 days.
Will I have to replace my current systems?
No. Trace Intake is designed to work with the business folders, synchronized drives, website, and call-forwarding process selected during setup.
Does the business computer need to stay on?
Yes for the current beta. The computer, Trace Intake service, and secure Tunnel must remain online and reachable to accept incoming forms and calls. There is no owner-operated lead storage relay.
What happens during an internet or power outage?
The local installation cannot receive new internet submissions while it is unreachable. Provider behaviour varies by feature, so outage recovery and missed-event handling must be tested and disclosed for every commercial connection before launch.
Could a lead be placed in the wrong folder?
Strong project IDs, normalized email, and normalized phone numbers take priority. Name-only or tied matches are sent to Needs Review instead of being guessed.
Can I keep my existing business number?
Calls can be forwarded from an existing number to the assigned Trace Intake number. If Answering Service is paused, the assigned number can be held only while its disclosed Twilio holding charge continues.
What will Trace Intake actually cost?
Confirmed module prices are shown above. Provider usage, number holding, taxes, onboarding, and any other commercial charges will be disclosed before checkout opens.
Who helps me if something stops working?
The current private beta is owner-assisted. The permanent support channel, response expectations, and escalation process must be published before commercial sales begin.
Read every Straight AnswerAccount ownership, setup, reliability, calls, providers, pricing, cancellation, updates and support.