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Managed business systems · Home Services

Managed Business Systems for home services and the trades.

Quiet estimates, slow replies and approved jobs that never get scheduled. Your Opportunity Map shows what to connect, build or replace.

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Illustration: a home services owner reviewing a clipboard beside a branded van at dawn
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The problems

Where home-services jobs get lost.

  • Quiet estimates

    The estimate goes out and nobody answers. The job goes to whoever follows up.

    The Estimate Follow-Up System finds quiet estimates and drafts the follow-up for your approval.

  • Slow inquiry response

    A customer who waits for a reply may call the next company on the list.

    The Lead Response System drafts a first reply from your price sheet, ready to approve.

  • Missed follow-up

    With the trucks rolling, the second and third touch never happens.

    The Inbox Management System lists every thread still waiting on you.

Example systems

Example systems for home services and the trades.

  • Lead Response System

    Available nowConnect

    A new inquiry gets a first reply drafted from your price sheet, ready for your approval.

  • Estimate & Proposal Follow-Up

    Available nowReplace

    Quiet estimates get a follow-up drafted for your approval.

  • Client Intake System

    Available nowBuild

    Project details, photos and answers collected before you quote or visit.

  • Approved-Not-Scheduled Watch

    Available nowConnect

    Approved work never sits without a date.

  • Job Follow-Through

    Available nowConnect

    Job events trigger the right update or handoff.

  • Post-Job Growth System

    Available nowReplace

    A check-in, review request or referral ask after each finished job.

See all the systems →

Sample Results Brief

A sample Monday morning, start to finish.

Monday at Ridgeline Home Services.
  1. A notification arrives: Daily brief is ready · 4 items, 3 for you.
  2. The owner opens the daily brief for Ridgeline Home Services: New inquiry: furnace out (draft), 2 estimates quiet 6 days (approval), 6 threads sorted overnight (read), Supplier price change (read).
  3. The owner taps the item waiting on them: Follow-up on the Park Ave condenser estimate. Drafted in your wording. Nothing is sent until you send it.
  4. The owner opens the draft. The item is marked Draft opened · 7:03.
  5. A second notification: One message is outside my rules. I did not reply.

  1. 01

    Quiet estimates followed up

    Finds estimates with no reply and drafts a check-in for your approval.

  2. 02

    First reply to new inquiries

    Drafted from your price sheet, ready to approve at the morning brief.

  3. 03

    A Leak Report on Day 3

    From 90 days of mail: quiet quotes, slow replies, unanswered threads.

Your tools

Use what already works.

  • GmailReady to connect
  • Hostinger Business EmailReady to connect
  • Google CalendarReady to connect
  • StripeReady to connect
  • JobberCustom build, confirmed at intake
  • Housecall ProCustom build, confirmed at intake
  • QuickBooks OnlineCustom build, confirmed at intake
  • Custom connectionCustom build, confirmed at intake

Systems read the business mailbox you connect and draft for your approval. A custom build is scoped and confirmed at intake before anything is built.

See all integrations →

By trade: Plumbing · Pest control

When a system is unsure

It stops and flags you.

“The customer says our tech damaged their floor and wants compensation.”

This is a damage claim, so I will not respond to it or offer anything. I flagged it for you with the full thread attached.

The business, names and numbers in this example are fictional demo data.

Start here

The 21-Day Automation Pilot

Non-refundable, credited toward setup for 12 months. The Pilot does not renew, and no plan starts unless you choose one at Day 21.

Start the PilotBook a Plan Call
  • A 30-minute intake call, run by our closer
  • Your first two systems, tested in shadow
  • Every draft waits for your approval

Questions

Does it book jobs for me?

No. Systems draft replies and follow-ups for your approval, and a person on your team sends them and enters any booking. Customer sending is not enabled today, and it never dispatches a technician.

Does it work with Jobber or Housecall Pro?

Yes. Jobber and Housecall Pro connect through a custom build that we confirm at intake, before anything is built. Your tool, plan tier and admin access are checked first, and every draft still waits for your approval.

What about QuickBooks, Gmail and my calendar?

Gmail, Hostinger Business Email, Google Calendar and Stripe are ready to connect. QuickBooks Online and other software connect through a custom build confirmed at intake. Systems read the mailbox you connect and draft for your approval.