Automation That Runs Your Business
While You Run the Job

A virtual phone agent answers every inbound call, qualifies leads against your criteria — project type, location, budget range — and books appointments directly to your calendar without any back-and-forth.

Outcomes: Zero missed leads from unanswered calls. Qualified appointments on your calendar around the clock. Confirmation text sent to the caller automatically.

• Answers calls 24 hours a day, 7 days a week — including weekends
• Asks qualifying questions based on your criteria (project type, location, budget)
• Books appointments straight to your calendar without back-and-forth
• Distinguishes new leads from existing clients — routes accordingly
• Sends a confirmation text to the caller automatically
• Forwards urgent calls to you directly when needed

After a quote is sent, automated sequences follow up at configured intervals — text or email — until the lead responds. Sequences stop automatically when a job is booked, so you never over-message a closed deal.

Outcomes: Higher close rate on sent quotes. No leads fall through the cracks because someone forgot to follow up.

• Sends a follow-up text or email 24–48 hours after a quote is delivered
• Continues checking in at set intervals until you get a yes or no
• Tracks open rates and response patterns so you see which messages convert
• Personalizes messages with the client's name and project details
• Stops automatically once the job is booked

A centralized calendar with crew availability tracking assigns crew based on skill and location. Each crew member gets their job details automatically every morning via text — no morning coordination calls required.

Outcomes: No double-booking. Crew shows up knowing exactly where to go and what to bring. You spend less time coordinating and more time selling.

• Visual job calendar — see every job and crew at a glance
• Assigns crew members based on availability, skill set, and location
• Sends crew notifications and job details automatically each morning
• Integrates with Google Calendar and Outlook — no new tools for your crew to learn
• Flags scheduling conflicts before they become a problem on site

A chatbot embedded on your existing website greets visitors, captures lead details, answers FAQs about your services, and books consultations — 24/7, without you being involved until the lead is ready to talk.

Outcomes: Leads captured before they leave your site. Higher conversion of website traffic to booked calls.

• Greets visitors and answers common questions about your services
• Collects name, contact info, and project details before you ever get involved
• Books consultations or callbacks directly from the chat window
• Can be trained on your specific service area, trade types, and FAQ content
• Works on any existing website — no rebuild required

Most contractor websites are outdated, slow, and don't generate leads. We design and build your site with lead-capture-first design — every page pushes toward a call or contact — then keep it updated with new project photos, service changes, and seasonal offers.

Outcomes: Professional first impression. Local SEO so clients in your area find you before competitors. Ongoing maintenance so it never goes stale.

• Clean, professional design built specifically for contractors
• Built so clients in your area find you before they find competitors
• Contact forms and click-to-call buttons to capture leads immediately
• Mobile-friendly — looks great on any device
• Ongoing updates and maintenance handled for you — no tech skills needed

A pipeline view of all your leads and active jobs. Every contact has a full history of calls, quotes, and messages. Automated follow-up sequences trigger based on project stage — so no client relationship falls through the cracks because someone forgot to follow up.

• Pipeline view: lead → quote sent → booked → complete
• Full contact and project history in one view
• Automated sequences triggered by job stage
• Never lose a client relationship to a forgotten note
• Integrates with your accounting software

Processing vendor invoices manually — reading the PDF, matching line items to the right project, checking the numbers — takes hours every week. Automated invoice processing handles the data entry and flags anything that doesn't match your budget before you approve it.

Outcomes: AP processing time drops from hours per week to minutes. Billing errors caught before they hit your books.

• Reads vendor invoices in any format and extracts the line items
• Learns your vendor list — recognizes recurring suppliers and auto-routes to the right project
• Matches each line item to the correct project budget automatically
• Flags invoices where the amount doesn't match your purchase order
• Sends approved invoices to your accounting software directly

Automated review management makes asking for reviews part of your standard job close process. Most contractors do great work but have thin review profiles simply because they forget to ask. This handles it for you — every time.

Outcomes: More consistent review volume after every job. Faster response time to both positive and negative reviews.

• Sends a review request text or email automatically after job completion
• Directs happy clients to Google, Yelp, or BBB — wherever you need the volume
• Monitors new reviews across all platforms so nothing slips past you
• Weekly digest of new reviews across all platforms — one email, everything covered
• Drafts responses to reviews for your approval, or responds automatically

By the time you realize a job is over budget or behind schedule, the damage is usually already done. Risk forecasting watches your active projects and flags the warning signs early — giving you time to act before a small problem becomes a margin-killing one.

Outcomes: Earlier visibility into which jobs need attention. Fewer end-of-project financial surprises.

• Tracks actual spend vs. budgeted spend in real time across all active jobs
• Flags jobs where costs are trending toward an overrun before it happens
• Identifies schedule delays based on task completion rates
• Historical risk data helps you quote more accurately on similar future jobs
• Gives you the data to have an early, informed conversation with the client