We build the systems behind your business: lead follow-up, sales tracking, job handoffs and billing, inside the CRM and tools you already use. Then we keep them running and improving on a monthly plan. You own all of it.
Furnace and AC replacement. The system is 20 years old.
Estimate booked for Wednesday at 10:00 AM.
Built inside the tools you already use: JobNimbus · AccuLynx · Housecall Pro · Jobber · ServiceTitan · GoHighLevel · HubSpot
Between the lead, the estimate, the crew and the invoice, something has to happen next. When nobody owns it, the job slips. Here are four common ones.
A homeowner fills out your form on Saturday night. Nobody calls until Monday, and by then they have asked two other companies.
You sent a $14,800 estimate and heard nothing. It sits in “Estimate sent” until someone remembers to call.
The contract is signed, but the material order is missing a color and the delivery moved. The crew finds out in the driveway.
The job is done and the homeowner is happy. The final invoice, with the change order, is still sitting in someone’s inbox.
Every lead gets a work order the moment it arrives, and that same record follows the job through the estimate, the sale, production and the final invoice. Each next step happens on schedule, and every call, text and update is logged with who handled it.
Start with the stage that costs you the most today. Each system writes to the same job record, so the next one plugs right in.
Every new lead called and texted within a minute, day or night, and followed up until there is an answer.
See how it works →EstimatesQuiet estimates and old leads worked on a schedule you approve, and the ones who are ready put back on the calendar.
See how it works →Sales trackingEvery conversation, stage and source on the job record, so you can see what is working and what is stuck.
See how it works →ProductionSold jobs handed to production with materials and details attached, and schedule conflicts flagged before install day.
See how it works →BillingApproved changes carried onto the final invoice, with reminders that stop the moment the customer pays.
See how it works →CustomCustomer portals, internal tools and dashboards for the parts of your business no software handles well.
See how it works →Most owners don’t need one more tool. They need someone who owns how the tools work together. On a Partner plan, we fix what breaks, review how leads and jobs are moving, and build the next improvement every month.
Every new lead called, texted and logged within a minute.
Quiet estimates worked until there is an answer.
Sold jobs reach the crew with everything attached.
Invoices chased automatically, and a monthly report on what it all produced.
An example roadmap. Yours follows wherever your business loses the most. See the monthly plans →
Tell us where work slips and which tools you use. You will know on the call whether it is a fit.
What gets built, what it costs to run each month, and how we will test it. Nothing starts until you approve it.
Set up in your CRM, phone and calendar, then tested with real scenarios before it reaches a customer.
You get the logins and operating notes. Fixes to the agreed scope are covered for 30 days after launch.
From one workflow to a full system across leads, sales, production and billing, including AI calls and texts where they fit.
$1,500–$5,000Customer portals, internal tools and dashboards, priced around the screens and connections they need.
Quoted to scopeCare keeps your systems running. Partner adds a new improvement every month. Month to month.
$1,500 · $3,500per monthPhone numbers, AI minutes and software add-ons are billed by those providers directly to you, and estimated in your proposal. See full pricing →
GoodHandoff is a small automation shop. Home service businesses are our focus, and we build for any small business where work changes hands between people.
The person you talk to on the first call scopes your system, builds and tests it in your accounts, and is the one you reach if something needs fixing.
Why we work this way →Book a free 20-minute call. Bring the name of your CRM and one recent lead, estimate or invoice that went sideways.