From first enquiry to finished job. And a review that builds your reputation.
A homeowner needs your help. We connect the steps from their first website request or phone call to the estimate, the work, the payment and the review—so your team can spend less time chasing and more time on the job.
Two ways in. One connected customer journey.
Website lead
A homeowner requests an estimate or starts a website conversation.
Phone call lead
A homeowner calls your business—even while you're on another job.
From here, every next step has a system behind it.
10 stages · 64 ways to automate the journey
01
Every enquiry has a home—and a next step.
Without a system: Website requests sit in an inbox while phone enquiries get lost between the office and the truck.
Website estimate requests
Collect contact details, property addresses, service needs and project information through a website form.
Inbound call tracking
Associate calls to configured business numbers with contact records and supported call-source reporting.
Ad & website lead capture
Bring connected ad leads, website enquiries and chat contacts into one contact system.
Capture communication preferences and start an email sequence when the customer opts in.
Duplicate-contact management
Use configured matching and merge tools to keep repeat enquiries connected to the same customer.
A home services example
A homeowner requests a gutter estimate on your website or calls your business. Their address, contact details and service request are organized in one customer record.
02
Customers hear back. Your team knows who needs attention.
Without a system: An unanswered call or slow reply sends a potential customer to the next contractor.
Missed-call text-back
Acknowledge a missed call and invite the caller to continue the conversation by text.
New-enquiry acknowledgements
Send a relevant email or text after a form submission instead of leaving customers waiting.
Website AI chat
Answer configured questions, collect lead details and hand conversations to your team.
One conversation inbox
Keep connected email, SMS and supported social messages with the customer's record.
Team alerts & lead assignment
Notify the right person and assign a lead by service, location or a configured routing rule.
AI phone answering & human handoff
A configured voice assistant can answer questions, collect job details and book supported appointments, with transfer rules for your team.
After-hours response rules
Send appropriate next steps outside office hours and route urgent enquiries according to your escalation rules.
A home services example
You miss a call while installing a roof. A text acknowledges the enquiry, the customer replies with their address, and your office gets an alert.
03
Relevant follow-up turns more enquiries into real opportunities.
Without a system: Someone asks for an estimate, but nobody follows up—or you spend time chasing the wrong jobs.
Email & text follow-up sequences
Space out helpful messages for opted-in leads who haven't booked yet.
Project qualification
Use form answers and custom fields to flag service area, job type, timing and budget.
Pipeline stages & lead tags
See who is new, contacted, qualified, booked or not ready—and trigger the next step.
Reply-aware follow-up
Configure sequences to stop on a reply or booking so customers aren't chased unnecessarily.
Tasks & overdue-lead alerts
Create callback tasks and escalate enquiries that haven't received attention.
Service-area & urgency routing
Branch follow-up based on location, requested service and urgency; flag unsuitable jobs for a human response.
Long-term lead nurture
Keep not-ready homeowners in relevant, consent-based follow-up until they reply, book or opt out.
A home services example
A remodel enquiry enters an email sequence with project examples and a booking invitation. When the homeowner replies, the sequence pauses and your team takes over.
04
A confirmed time, the right person, and the details up front.
Without a system: Phone tag and calendar conflicts delay the visit before the work even starts.
Online booking calendars
Let customers choose an available appointment time from a booking link.
Connected calendars & availability
Use calendar connections, buffers and availability rules to reduce scheduling conflicts.
Team & round-robin booking
Distribute appointments across available estimators or the appropriate team calendar.
Pre-visit questions
Collect the property address, service needs and access details during booking.
Confirmations & calendar invites
Send the appointment details and move the opportunity into the booked stage.
Booking follow-up
Remind an opted-in lead who was invited to book but hasn't scheduled an estimate yet.
A home services example
A homeowner picks an available estimate slot, answers a few project questions and receives a confirmation with the visit details.
05
Customers stay informed and missed appointments get a next step.
Without a system: Forgotten appointments, last-minute changes and no-shows waste valuable time.
Email & SMS reminders
Send scheduled reminders with the appointment time and visit details.
Reply-to-confirm
Use customer replies to notify the team or update a configured confirmation field.
Reschedule & cancellation links
Give customers a simple way to change their appointment.
Pre-visit instructions
Share access requirements or what the customer should have ready.
No-show recovery
When an appointment is marked as missed, follow up with a fresh booking invitation.
Estimator reminders & visit tasks
Notify the assigned team member and create preparation tasks before the appointment.
A home services example
The customer receives a reminder before the visit. If they can't make it, they get a rescheduling link instead of starting another round of phone tag.
06
Clear proposals, timely follow-up and fewer forgotten estimates.
Without a system: Quotes disappear into inboxes while your team wonders which customers are ready to go.
Digital estimates & proposals
Send itemized pricing and scope that customers can review and accept.
Documents & e-signatures
Send agreements for signature and keep signed documents with the customer record.
Estimate follow-up
Check in on open estimates and stop the sequence when the quote is accepted.
Acceptance alerts & stage updates
Notify the team when a customer approves and trigger the next configured step.
Deposit requests
Request an agreed deposit through a connected payment provider when appropriate.
Declined or stalled estimate routing
Create a task or move the opportunity when an estimate is declined or remains unaccepted; stop inappropriate sales messages.
A home services example
You send a window replacement estimate. An unaccepted quote gets a helpful check-in; acceptance moves the opportunity forward and ends the quote follow-up.
07
A clearer handoff and fewer 'what happens next?' calls.
Without a system: Customers ask for updates while handoffs and job details get lost between your office and crew.
Project handoff tasks
Create internal tasks and assign responsibilities when approved work changes stage.
Customer onboarding messages
Send preparation instructions, contact information and the next steps for the job.
Stage-triggered project updates
Send relevant updates when your team or a connected job system changes the project status.
Shared notes & job information
Keep project details and customer conversations available to your office team.
Completion follow-up
A completed-job status can trigger care instructions, an invoice or a feedback request.
Job-system connections
Connect supported job software through integrations or webhooks so recorded status changes can drive customer messages; dispatch remains in your job system.
A home services example
When your office moves a project to scheduled, the customer receives preparation instructions and your team gets a checklist. Marking it complete starts the next steps.
08
A simpler payment experience and consistent invoice follow-up.
Without a system: The job is finished, but the invoice is still unpaid and nobody has time to chase it.
Digital invoices & payment links
Send an invoice customers can pay through a supported connected payment provider.
Unpaid-invoice reminders
Follow up on outstanding balances using configured reminder schedules.
Receipts & payment alerts
A recorded payment can send a receipt and notify your office.
Recurring billing
Support eligible maintenance plans or subscriptions through connected payment tools.
Payment-status follow-up
Use payment events to update records, stop reminders or create a task for a failed payment.
Overdue-balance escalation
Create an office task when a balance stays overdue, instead of sending reminders indefinitely.
A home services example
A completed gutter installation triggers an invoice with a payment link. Scheduled reminders follow an unpaid balance and stop when payment is recorded.
09
More opportunities from the customers and marketing you already have.
Without a system: Past customers are forgotten, seasonal work gets missed and it's hard to know which leads paid off.
Seasonal service reminders
Schedule relevant maintenance invitations using service dates and customer segments.
Customer reactivation
Reconnect with opted-in past customers who haven't booked in a while.
Relevant cross-sell campaigns
Offer related services based on completed work, interests and communication preferences.
Pipeline & conversion reporting
Review lead progress, appointment outcomes and recorded sales to spot bottlenecks.
Campaign & source reporting
Compare supported source and campaign data; attribution depends on connected channels and tracking.
Care instructions & satisfaction check-ins
Send relevant aftercare information and create a service-recovery task when a customer needs help.
Referral invitations & tracking
Send a separate invitation to recommend your business and tag referred enquiries through a dedicated referral page.
A home services example
An opted-in gutter customer receives a seasonal cleaning reminder. Your office can follow the pipeline from the original enquiry to the completed job and recorded payment.
10
Every eligible customer gets an honest review invitation. Your reputation keeps building after the crew leaves.
Without a system: The work is done, but asking for reviews becomes one more task nobody gets around to.
Job-triggered Google review requests
Use a recorded completion or payment event to invite every eligible customer to leave an honest public review, without filtering by sentiment.
Timed email & SMS invitations
Choose an appropriate delay, communication channel and consent-based schedule after the job.
Review-request reminders & stop rules
Send limited follow-ups and stop when a supported review event is recorded or the customer opts out; review matching depends on the connected platform.
Review monitoring & team alerts
Track connected reviews and notify your office when a new review arrives.
AI-assisted review responses
Draft or configure supported automatic replies with your brand voice and preferred approval process; route sensitive responses to a person.
Private feedback & service recovery
Collect feedback separately and assign concerns to a person, without withholding the public review link.
Review widgets & reputation reporting
Display connected reviews on your website and track supported review activity over time.
A home services example
After a completed gutter job, a timed text or email invites the homeowner to leave a Google review. A recorded review stops the reminders, and your office is notified when a response needs attention.
Start with the step that's costing you customers.
We build around your services, your team and your customer journey. These are available capabilities—not everything included in one automation. Messaging follows customer consent and unsubscribe preferences. AI, payments and connected job systems may need additional setup and incur separate charges. Your crew still does the work; your team keeps control.
Try it yourself
Call our demo line and experience missed-call text-back.
See the system text you back and start a conversation before you call a competitor.
See our systems in real-life businesses
Home services · Huntsville, Alabama
Gutter Geeks Exteriors
An AI-run home services business, from the first enquiry to the paid invoice. While the crew handles the work on the home, AI handles missed-call recovery, customer conversations, updates and next steps—and chases every outstanding invoice until it's paid. Leads keep moving, customers stay informed, and nobody spends the evening hunting down payments. Fewer missed opportunities. Faster responses. Fewer unpaid invoices. More time on the job.
3D-printed marketing · Home services & real estate
Top Tier Toppers
Custom 3D-printed marketing materials for the businesses that keep homes running—and help people buy them. From plumbers, electricians and HVAC companies to realtors and mortgage officers, Top Tier Toppers helps brands put something tangible in customers' hands. Behind the scenes, our systems connect proof requests, customer feedback and production workflows, keeping communication organized from the first request to the next step in production.
