Answer every quote request fast. Keep every regular on the schedule.
Recurring service is small jobs repeated many times. A slow reply loses the new customer, a skipped visit nobody follows up on loses the regular, and a pile of small unpaid invoices eats the office’s week. We build the replies, reminders and billing inside Jobber, Housecall Pro or the scheduling tool you already use.
Where cleaning, lawn & pest companies lose the most
Where jobs slip
Where cleaning, lawn & pest companies lose work.
Quote requests wait until the end of the day.
Someone wants weekly mowing, a move-out clean or a quarterly pest plan, and they ask three companies at once. Your office is on the phone or out on the route, and the first useful reply often gets the job.
With a system: An instant reply that asks what you need to price it, like the address, square footage or the pest they are seeing, then books a walkthrough or passes a ready-to-price request to the office.Lead follow-up →
Approved quotes never get a first visit.
The customer says yes, but the first visit waits until someone finds room on a route. A week later they have hired the company that showed up.
With a system: Every approved quote checked for a scheduled first visit, the office alerted when one is missing, and the customer offered route days that fit.Job handoffs & scheduling →
Skipped visits turn into lost regulars.
Rain pushes a route day, a customer skips twice for travel, and nobody checks whether they came back. Regulars rarely cancel out loud. They just drop off the schedule.
With a system: Skipped and lapsed customers found every week by rules you set, with a friendly text offering the next open route day.Estimate follow-up →
Small invoices pile up across many visits.
One unpaid visit is not worth a phone call, so nobody makes it. Across a month of routes those balances add up, and chasing each one takes more office time than the visit did.
With a system: Invoices sent per visit or monthly, autopay offered to every recurring customer where your tool supports it, and reminders that stop when the payment lands.Change orders & collections →
One job, start to finish
Weekly mowing and edging.
A fictional example: a weekly mowing customer, from a Sunday quote request through a rain delay to autopay.
PLAN #0631
Weekly mowing and edging
Autopay
Customer
Lena Hart
Route
Thursday, north side
Saved in
Jobber
Requested
Approved
On route
Autopay
Conversation track7 entries
Homeowner
Quote request from your website
Weekly mowing and edging on a corner lot, starting in April.
AI assistant
Replied with the questions you price from
Asked about the gate code, dogs in the yard and a photo of the backyard.
Your team
Quote sent and approved the same morning
Priced per visit, billed monthly.
System
Added to the Thursday north-side route
First visit set for this Thursday. Customer texted the date.
System
Rain day: Thursday visits moved to Friday
The office moved the route. Everyone on it got the new day by text.
System
First monthly invoice sent with a pay link
Four visits, one line each.
Homeowner
Paid and turned on autopay
Card saved for future monthly invoices. No reminders needed.
Example cleaning, lawn & pest work order. Fictional names and times.
What we build
Systems for cleaning, lawn & pest companies.
Instant quote replies
Every website, ad or lead-service request gets a reply within minutes, with the questions you price from. Ready requests go to the office to quote, or straight to a walkthrough booking.
When the office moves a route day for rain or a holiday, every customer on it gets the new day by text. Replies come back to your office, not a no-reply number.
Customers who match the rule you set, like two skips in a row, get a friendly check-in with the next open day. Anyone who says they are done is marked inactive, so your recurring list stays honest.
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.
Price
Workflow builds $1,500–$5,000, AI calls and texts included where they fit. Pricing →
Built in
The CRM, phone system and calendar you already use.
Questions
What cleaning, lawn & pest owners ask.
Does it work with Jobber or Housecall Pro?
Yes. Both have their own reminders and follow-ups, and what you get depends on your plan, so we check what yours already does before building anything. Custom connections also depend on your plan, and we confirm that on the first call.
We run pest control on different software. Can you connect it?
It depends on whether it has an API or a supported connector. We check yours before quoting. If it cannot connect reliably, we say so, and we suggest what can run beside it instead.
Will weather texts go out on their own?
Only when your office moves the route. Someone on your team decides it is a rain day, and the system texts everyone affected with the new day. It does not read the forecast and cancel visits by itself.
How do you handle customers who skip a lot?
You set the rule, like two skips in a row or a month off the schedule. Those customers get one friendly check-in with the next open day. If they say they are done, they are marked inactive with the reason, and messages stop.
Is it worth it when each invoice is small?
That is where it helps most. Nobody calls about one small balance, but reminders and autopay take no office time per invoice. Bring your open invoices by age to the first call, and we can check whether a build pays for itself before you decide.
Next step
Bring your lapsed customer list.
Book a free 20-minute call. Export the customers who have not been on the schedule in 60 days, and we will sort who to message first and what to say.