Pipeline Dashboard
Every lead visible from first inquiry through job to invoice.
HVAC & Plumbing
Stop losing leads. Automate your follow-up.
Leads arrive by phone and web, then live in an inbox or a notebook until somebody remembers them. Usually nobody does.
What usually goes wrong
- Leads come in by phone or web, then get lost in email or on paper
- Callbacks depend on somebody remembering
- Scheduling turns into phone tag and double-bookings
- Front-desk turnover takes the process with it
What we'd build
Follow-Up Reminder
The system remembers the callback and logs every contact attempt.
Document Factory
Quotes, invoices and job specs generated instead of retyped.
What you'd actually get back
Lead follow-up is the leak we see most often in trade businesses, and it is one of the easiest to close. We baseline how many inquiries currently go cold, then measure the same number after — so the figure you end up quoting is your own, not ours.
In our own business, this system recovered 2–3 deals a month that would have been lost, and reclaimed 8–12 hours a week of admin time. That's our own operation — not a client average, because we won't quote one we don't have.
Other workflows we've mapped
Start with the free workflow audit
Fifteen minutes. We map what you run now, show you where the time goes, and tell you what we'd measure. You keep the map either way.