For owners on the job
See which calls and quotes are waiting.
Roofing, HVAC and plumbing.
When you are on a job, calls get missed and quotes sit waiting on someone to follow up. We look at how a call becomes a booked job today, then make the next step clear for the customer, your team, and you.
Pick your trade
Choose the work your crew does every day.
02 / Where jobs get stuck
Where a good job stops moving.
Usually it is one of these four.
These are the common ones, not a claim about your shop. We walk through a few weeks of real calls and quotes with you, and what we suggest depends on what we find.
Missed calls
Someone calls while the whole crew is out, and nobody has the address or job details to call back.
Quotes that wait
The quote goes out, and the follow-up depends on someone remembering to check it later.
No clear next step
Someone lands on your site and cannot tell whether to call, ask for a quote, or book a visit.
Scattered follow-up
Requests and notes sit on personal phones, in separate inboxes, and in a spreadsheet one person updates.
03 / A clearer day-to-day
What could change for your team.
Everyone can see the next step.
Every request gets a name next to it, a status, and a next step. What we build depends on what we find, and on what your team actually uses.
One list
Every call, form, and ad request lands in one list your team can check.
Goal / one list to checkJob details
Get the address, job type, urgency, photos, and the best time to reach them.
Goal / details up frontWho replies
Each request shows who replies and what they need to do next.
Goal / someone owns itQuote status
Each quote is marked sent, waiting, followed up, booked, or lost.
Goal / status you can seeWeekly check
You see what is waiting, what keeps getting missed, and where the crew needs help.
Goal / a weekly look04 / Three owner questions
Three questions worth answering before anyone builds anything.
- Can you see every new request?
- Who follows up after a quote?
- Can you tell what is still waiting?
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