Home Services & Contractors

Home Services CRM

Built for HVAC, plumbing, electrical, landscaping, and field service businesses that need fast lead response and automated scheduling.

Launch This System for My Business

Pipeline Preview

Stages designed for home services & contractors

#1

New Lead

#2

Estimate Scheduled

#3

Proposal Sent

#4

Job Booked

Automated Actions

Set it once, runs forever

Missed call → Auto-text within 60 seconds

New web lead → Assign to on-call tech

Estimate scheduled → Send reminder 24hrs before

Proposal sent → Follow-up in 48hrs if no response

Job completed → Request review automatically

No-show recovery → Re-book via SMS sequence

System Features

Calendar Preview

Automated booking, reminders, and no-show recovery

Inbox Preview

Unified inbox for calls, texts, and emails

Team Management

Role-based access and activity tracking

Service Area Routing

Leads automatically assigned based on service area and technician availability. No more manual routing or missed territories.

Estimate & Invoice Tracking

Track estimates sent, approved, and converted to jobs. Link to QuickBooks or Stripe for payment processing.

Seasonal Campaign Automation

Pre-built campaigns for seasonal services (HVAC tune-ups, gutter cleaning, etc.) that run automatically when triggered.

Ready to Launch Your System?

This is a demo environment. Get a custom system built for your business in 7-10 days.

These demos show structure only. Your system will be customized to your workflow.

Automation Lab Studio

Automation Lab Studio

No guarantees. Results vary.

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