Skip to content

Industries

Home services: stop losing jobs between the phone and the schedule

Your technicians do good work. The jobs you lose disappear earlier: a call nobody returned, a form that sat in an inbox, a customer told “Tuesday morning” before anyone checked the calendar. We build the systems that give every request an owner the moment it arrives, and never call a job booked until your dispatcher can actually do it.
Start a projectWhere jobs get lost ↓
requestownedwindow requestedconfirmeddoneR-210 · no hot waterCalled, then filled in the form2 contacts, 1 requestoffice lead · 4 minTue 8–10dispatch: T2fixed TuesdayR-211 · AC not coolingForm from outside the areaoutside service area · told todayR-212 · furnace serviceWants Friday, Friday is fullweb formoffice leadFri requestedoffice lead offers Mon

Four places jobs get lost

None of them are about the quality of the work. All of them are fixable.

  1. 01

    One customer, two contacts

    They called, then filled in the form

    Two people call back, or nobody does because each thinks the other has it. One request per customer, with every contact attached, fixes both.

  2. 02

    Everyone sees it, nobody owns it

    A shared inbox is not an owner

    Every request gets one named owner the moment it arrives, and moves to a backup if they don't pick it up.

  3. 03

    A time promised before anyone checked

    “Tuesday morning” isn't a booking

    Customers hear a window only once your dispatcher has the capacity. If the day is full, a person offers another one.

  4. 04

    The visit ends and the office never hears

    No follow-up, no review, no next visit

    Every finished job records what happened and what comes next, so quotes get followed up and customers get asked back.

The office you have, or the office you want

Running on memory

  1. 01Voicemails and form emails checked when someone has a minute
  2. 02The same customer handled twice, or not at all
  3. 03Times promised from the office lead's best guess
  4. 04Quotes and follow-ups on sticky notes

Busy weeks are when the most jobs slip, because that's when nobody has a minute.

Running on a system

  1. 01Every call, form and message becomes one request with an owner
  2. 02Duplicates caught before anyone calls back twice
  3. 03Windows offered from real capacity
  4. 04Every quote and finished job followed up on schedule

Your team still makes the calls. The system makes sure nothing waits for someone to remember.

What we'd build first

Usually one or two of these, connected to the scheduling and accounting tools you already use.

  1. 01

    Lead management

    Every request owned, nothing forgotten

    One list for every call, form and referral, each with an owner and a next step. Lead management →

  2. 02

    Intake

    The right questions, every time

    Property, problem, service area and who's paying, captured before anyone rolls a truck. Intake →

  3. 03

    Scheduling

    Promises your dispatcher can keep

    Windows offered from real capacity, with a person stepping in when the day is full. Scheduling →

  4. 04

    Customer updates

    Fewer “where's my technician?” calls

    Confirmations, on-the-way messages and follow-ups sent from the job's real status. Customer updates →

Built for home services

A good fit if the phone is busier than the office can keep up with

Good fit

  • You get more calls and forms than your office can reliably return.
  • Requests arrive by phone, web, email and referral, and nobody sees them all in one place.
  • You use scheduling and accounting tools, and they don't talk to each other.

Not the right fit yet

  • You're a one-person operation answering every call yourself.
  • You want a new website only. We do that too, but this system is about what happens after someone gets in touch.

Questions home services owners ask

Do we have to replace our scheduling or field-service software?

Usually not. We connect to what you use and fill the gaps around it: intake, ownership, follow-up and customer updates.

Will this book jobs automatically?

It can offer windows from your real capacity and confirm what your rules allow. When the day is full or the job needs judgment, a person decides, and the customer is told honestly.

We do heating, cooling and plumbing. Does that complicate things?

No. Each trade gets its own questions and rules, and the office still works from one list.

How do we start?

With a short conversation about where requests come from and where they get stuck. We'll suggest the one system that would make the biggest difference first.

Find out where your jobs are slipping

Tell us how requests reach you today. We'll show you where they wait, and what we'd build to stop it.

Start a project