Industries Home services
For home-service owners who run the office after the crew goes home.
HVAC, plumbing, electrical, roofing and landscaping. The crew does the work. Everything else waits for you.
What a Blueprint often finds
Example · illustrative These are examples of what we look for, not results we've delivered.
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Quotes and estimatesYou write every estimate at night, and quotes go unansweredExample fix: Estimate drafts from notes or photos, plus follow-up drafts
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Intake chaosRequests come by phone, text, email, web and marketplacesExample fix: One intake workflow that sorts and routes every request, plus a daily digest for you
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Scheduling and handoffsOffice-to-crew-to-customer handoffs by text and memoryExample fix: Job handoff summaries, crew instructions (English/Spanish), change notices
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PaperworkScopes, subcontractor packets, change ordersExample fix: Document drafts from your own templates
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Billing and collectionsInvoices go out late; payments chased by handExample fix: An invoice draft when the job closes, then reminder drafts
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No visibilityYou can't see jobs, leads and cash at a glanceExample fix: Weekly snapshot or simple dashboard
Works with the tools you already use
What you run on now
- Jobber
- Housecall Pro
- ServiceTitan
- QuickBooks
- Google Workspace
- Microsoft 365
What we add
- Built in accounts in your name
- No new software for your crew to learn
- Nothing reaches a customer until you approve it
We work with businesses doing $250K a year or more, and most of our clients are past $500K.
Start with one bottleneck.
The Blueprint is free, and you keep it either way.
What it costs
Fixed price per phase, quoted after your free Blueprint. Monthly support after the build is optional.
Other industries