Sales Automation · Home Services
Automation for home-services businesses: office work without the office
Automation for a home-services business means taking away everything that doesn't need a person — the first reply, the scheduling, the confirmation, the reminder, the follow-up, the logging — so a ten-person company with no office manager runs like one with three.
Where the time goes in a contracting business
- Answering the same questions about pricing, lead times and service areas, on the phone, by text and on Facebook, between jobs.
- Scheduling estimates by hand, then rescheduling when the crew runs late.
- Chasing quotes when there's a gap, which there never is.
- Copying details from a text into the job software, then into the calendar.
- Asking for reviews — which nobody does, which is why the company with worse work has more stars.
What gets automated, in order
- First reply and qualification by text, WhatsApp and web chat, instantly and at any hour. An agent answers what you've decided should be answered and books estimates into the right time windows for each zone.
- Confirmation and reminders the day before and the morning of, with rescheduling one tap away. Cancellations refill from the waiting list.
- Quote follow-up at 2, 5 and 10 days, stopping on its own when the homeowner replies.
- Job software and calendar sync, nothing copied by hand.
- Review requests at the right moment after the job, and seasonal reactivation of past customers.
- Internal alerts: a big quote with no reply in a week, an estimate visit still unconfirmed at noon, a customer who has cancelled twice.
What shouldn't be automated
Pricing a specific job, the conversation on the driveway, and anything with an unhappy customer. The automation exists so you have time for those.
How it's rolled out without stopping the business
In phases, reversibly. We document how the company actually runs — not how the software says it should — automate one step, leave it running two weeks, then move on. Each piece can be turned off without touching the others.
It runs on our sales automation and combines with the AI agent for home services, which replies, and follow-up, which remembers.
Results from home-services businesses we've worked with
Paid campaigns + landing page + follow-up · clients not named
- Lead → in-home appointment (renovation & exterior work)
- 17%
- 1,081 leads · 187 in-home appointments
- Showroom appointments & closed deals (patio covers)
- 134+ / 30+
- from 1,292 leads
- Cost per lead (first weeks of a campaign)
- $10–12
- 19–24 leads a week at €9–11 each
Home Services: see how this would run for you
Start with the free diagnostic or book a strategy call directly.
Frequently asked questions
Where do you start automating a contracting business?
With the two things that lose the most jobs: replying to new leads instantly and confirming estimate visits. Both are small, both take hours off whoever runs the office, and both show up in the calendar within the first week.
Will customers notice it's automated?
They'll notice they get answered in seconds and that nobody forgets them. What's automated is the reminder, the log and the first reply; what stays human is the estimate, the price and the handshake. That reads as a well-run company, not a robot.
How long until it's running?
The first two automations in one to two weeks. The rest in phases, each tested a couple of weeks before the next, so nothing stops mid-season. Every piece can be switched off on its own.