Who we build for

Built for home service businesses. Open to any small business.

Our focus is home service companies with 5 to 50 people: an owner who still sells, an office that juggles the phones and the paperwork, and techs or crews in the field. Every one of them loses jobs somewhere between the first call and the final payment. The question is where.

Where each trade slips

Same five stages. Different weak spots.

Every trade loses jobs at some stage between the first call and the final payment. This chart shows where each one usually loses the most.

TradeLeadEstimateSoldProductionPaid
HVACMostMost–SomeSome
PlumbingMostSome–SomeMost
ElectricalSomeMost–MostSome
Roofing & exteriorsMostMost–MostSome
Remodeling & renovation–SomeMostMostSome
Cleaning, lawn & pestMost–SomeMostMost

Most = where that trade usually loses the most jobs. Some = it happens, but less. Painting, garage doors, pools or another home service? The same five stages apply, and the first call is where we find your weak spots.

By trade

What we build for each one.

HVAC

Where it slips: The first hot week buries the phones. Replacement options from service calls go quiet. Equipment and permits set the install date. Maintenance agreements lapse without a renewal.

What we build: Open replacement options from last season are usually already sitting in your system, so there is nothing new to collect. Following up on them needs no phone changes and shows quickly whether the build pays for itself. Rush and after-hours answering comes next, before the weather turns.

Plumbing

Where it slips: The emergency call rings out at night. Water heater and repipe quotes stay on the counter. The part is not on the truck. Tickets close without payment.

What we build: Missed after-hours calls are the easiest leak to see: they are already in your phone log. Answering them and paging the on-call plumber is usually one workflow build. Quote follow-up and pay links come next, on the same job records.

Electrical

Where it slips: Big quotes sit while homeowners compare. Permits and inspections live in one person’s head. The utility sets the date, not you. The final bill waits on the final inspection.

What we build: A sold job stuck on a permit or an inspection is money you have earned but cannot bill yet. Putting every permit, inspection and utility date on the job record shows where each one is waiting, and it sets up invoicing on pass. Quote follow-up usually comes next.

Roofing & exteriors

Where it slips: Storm leads arrive all at once, big quotes sit for weeks while homeowners compare, and special-order siding and windows make every delivery date matter.

What we build: Callbacks in under a minute during a storm surge, estimate follow-up on a schedule you approve, and sold jobs handed to production with sizes and colors attached.

Remodeling & renovation

Where it slips: Selections, change orders and schedules shift constantly between the homeowner, the office and the crew, long after the contract is signed.

What we build: A selections portal for the homeowner, change orders that reach the invoice, and production schedules that flag conflicts early.

Cleaning, lawn & pest

Where it slips: Quote requests wait until the end of the day. Approved quotes never get a first visit. Skipped visits turn into lost regulars. Small invoices pile up across many visits.

What we build: Lapsed regulars and open invoices are already in your scheduling tool, so there is no new lead source to connect. A win-back text to lapsed customers and an autopay offer to every recurring account can be a single workflow build. Instant quote replies come next, before your busy season.

A good fit

Who gets the most out of it.

Usually a fit

  • You get more leads than the office can call back the same hour.
  • You run jobs in a CRM, even if half the team still uses a spreadsheet beside it.
  • Details get retyped between sales, production and the office.
  • You know there is money sitting in quiet estimates or unpaid invoices.

Probably not yet

  • You are still looking for your first steady source of leads.
  • The owner handles every lead personally and likes it that way.
  • You want to switch CRMs next month. Pick one first, then automate it.
Any small business

Not in home services? We build for you too.

Home services is our focus, not our limit. Anywhere a request needs an owner and a next step, the same first-call-to-payment system works. Three examples:

Property management

Maintenance requests turned into assigned work orders, with residents kept up to date.

Read the guide →

Bookkeeping & professional services

Client onboarding with document requests that stop reminding once the paperwork arrives.

Read the guide →

Agencies & service teams

Inbound leads routed, followed up and logged for the client who paid for them.

Read the guide →
Next step

Not sure it fits your business?

Book a free 20-minute call. If we are not the right fit, you will hear that on the call.