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Industries/Home Service Companies/CRM & Pipeline

CRM & Pipeline · Home Services

CRM & Pipeline for Home Service Companies.

Clarity on what's in your pipeline and what's moving, without a 40-page report.

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The reality

Why this matters for home service companies.

Most trade businesses run on a clipboard, a calendar, and a notepad of unclosed quotes. The CRM doesn't replace any of that. It makes sure nothing falls between them. Quote sent on Tuesday gets followed up on Friday. Job booked Monday gets a review request Wednesday. The system keeps the pipeline moving while you're on a roof.

What we fix

The crm & pipeline problems specific to home services.

Home service jobs range from $200 recurring maintenance to $10,000+ projects. Homeowners research online before hiring anyone — checking reviews, comparing websites, and requesting quotes. The company with the best online presence gets the call.

  • No online quote or booking system

    Homeowners want to request a quote or schedule service on their time — not just during your office hours. If your site can't capture a request at 8pm on a Sunday, that job goes to whoever can.

  • No photos of your actual work

    Home services are visual. Homeowners want to see your landscaping projects, your paint jobs, your clean houses. A site with no portfolio is a site that doesn't convert.

  • Invisible in local search results

    When a homeowner searches 'landscaper near me' or 'pest control [city],' the top results get the calls. Without local SEO and service area pages, you're invisible to everyone not already in your contact list.

  • Relying on lead-gen platforms that share your leads

    Angi, Thumbtack, and HomeAdvisor charge per lead and send the same lead to 3–5 competitors. You're bidding against yourself. A website you own generates exclusive leads at zero cost per lead.

What you get

The crm & pipeline system, built for your customers.

Lead Pipeline

Every inquiry lands in a stage. You see what's new, what's quoted, what's booked, and what's closed. No leads forgotten.

Quote & Job Tracking

Quotes are tracked from sent to accepted. Jobs are tracked from booked to invoiced. Nothing slips between the cracks.

One-Page Reporting

Monthly summary: inquiries this month, where they came from, what closed, what's open, what we're moving next. No jargon, no fluff.

Live Dashboard

Real-time access to your numbers any time you want. Not a report you wait a month for. A window you can open right now.

FAQ

Questions home services ask.

A home services website runs $997 to $2,997/mo on a 12-month commitment, with no separate build fee and a one-time activation equal to one month. We publish three tiers: Starter ($997/mo) is the core system for a single-location contractor. Signature ($1,297/mo, full management) is the recommended standard — online quote forms, project galleries, service-area pages, review generation, ongoing management. Platinum ($2,997/mo) is for businesses whose system connects to an outside data source, or that run more than three locations. For comparison, industry pricing puts custom home-services sites at $2,500–$6,000 with a freelancer, $8,000–$20,000 with a mid-size marketing agency, and $15,000–$40,000+ with a contractor-marketing specialist (Blue Corona, Hook, WebFX). Full breakdown at /pricing.

Yes. We integrate with Jobber, Housecall Pro, ServiceTitan, Launch27, ZenMaid, and other major platforms. Online bookings feed directly into your scheduling system.

A typical home services build lands live around Day 28 (Week 4) — timed to the pre-season for your primary trade so the site is live when demand ramps. Week 1 is discovery (existing site + call-tracking audit, service catalog by trade, dispatch software confirmation — Jobber / Housecall Pro / ServiceTitan / Launch27 / ZenMaid — quote form scope, service radius, seasonal service mix) plus the Quick-Win Sprint on your existing number. Week 2 is design and development (custom design, service-area page architecture across every zip you cover, quote form wired to dispatch, project gallery organized by trade + neighborhood, review-generation flow after job completion). Week 3 is real project photography we schedule on-site (before/after captures for the vertical you lead with), review embeds, seasonal content, and end-to-end testing that a quote request lands in dispatch not an email inbox. Week 4 is launch.

Home services operators leave with everything a contractor needs to keep booking without us in the loop. Codebase, domain, hosting account (transferred to your name, not ours), every service-area page, the full project photo library with signed model releases from homeowners featured, the review-generation automation running on your own account, the dispatch-software integration and quote-form endpoints unchanged, the Google Business Profile management access, and every drafted seasonal-campaign asset. We disconnect ourselves from the dispatch-software integration on your timeline — not ours — and avoid cutting over during your primary trade's high season. The commitment runs twelve months, with a performance exit if we stop delivering, and we assist with migration for 14 days after cancellation. Ownership is in writing on page 1 of the proposal, and so is what happens if we stop delivering.

See more on the Home Services page or the full FAQ.

More for home services

Other parts of the system we build for home service companies.

  • AI Follow-Up for Home Services
  • Lead Generation for Home Services
  • Local SEO for Home Services
  • Review Generation for Home Services
  • Website Design for Home Services

CRM & Pipeline elsewhere

We also build crm & pipeline for these industries.

  • CRM & Pipeline for Accounting
  • CRM & Pipeline for Auto Detailing
  • CRM & Pipeline for Auto Services
  • CRM & Pipeline for Bookkeeping
  • CRM & Pipeline for Chiropractic
  • CRM & Pipeline for Dental
  • CRM & Pipeline for Electrical
  • CRM & Pipeline for Financial Advisors
  • CRM & Pipeline for HVAC
  • CRM & Pipeline for Law Firms
  • CRM & Pipeline for Marketing Agencies
  • CRM & Pipeline for Med Spa
  • CRM & Pipeline for Mental Health
  • CRM & Pipeline for Pest Control
  • CRM & Pipeline for Plumbing
  • CRM & Pipeline for Real Estate
  • CRM & Pipeline for Roofing
  • CRM & Pipeline for Salons
  • CRM & Pipeline for Veterinary

This page covers crm & pipeline as we build it for home service companies. For how the capability works on its own, across every industry we serve, see crm & pipeline.

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