From enquiry to invoice without a whiteboard.
In home services the job is won on the phone in the first ten minutes, and lost to whoever answered while you were under a sink. This pack will model jobs, estimates, and crews, and put first response on autopilot so the enquiry gets an answer before the customer calls the next name on the list.
Coming soonThe pack is in development. Everything it runs on is live today.
What the home services pack will install
Coming soon- Jobservice type, address, scheduled window, crew, status, value
- Estimateline items, total, sent date, expiry, approval status
- Crewmembers, skills, service area, capacity
- Propertyaddress, access notes, equipment installed, service history
- Customerproperties, lifetime value, preferred contact, warranty status
- 1Enquiry
- 2Estimate sent
- 3Approved
- 4Scheduled
- 5In progress
- 6Complete
- 7Invoiced
- Instant enquiry response
- Estimate chase
- Appointment windows
- Review requests and service reminders
Objects with real relationships, a pipeline with real stages, and automations ready to run. Until the pack ships, custom objects and pipelines are live on every plan, so you can build these yourself today.
Three problems. The pack was shaped around them.
The missed call is the lost job
You can’t answer the phone on a ladder, and voicemail is where enquiries go to die. Calls can ring your browser and your mobile at once, voicemail catches what you can’t take, and every missed call shows up as a notification, so the call-back happens in minutes, not at 7 p.m., by which time they’ve booked someone else.
Service history belongs to the property, not the person
The customer moves; the boiler doesn’t. Modelling the property separately means the next visit starts with what’s installed, what was done last time, and where the key is. That’s the difference between a fifteen-minute job and a wasted callout.
No-shows and no-access are scheduling failures
Confirm, remind, and send an on-the-way message, automatically. It’s unglamorous and it recovers more margin than most pricing changes.
The pack is coming. The platform is here.
Here is what the shipped platform already does for home services and trade businesses. Each module is live today, with a page of its own.
Automations the pack will ship.
Each one will be editable, with a step-by-step trace for every run. The automation builder they run on is live today.
How AI automations workInstant enquiry response
An enquiry by email or WhatsApp gets an immediate reply asking the qualifying questions, with a booking link for a visit.
Estimate chase
Estimates that go quiet get a scheduled nudge before they expire, and the sequence stops the moment the customer replies or approves.
Appointment windows
Confirmation on booking, a reminder the evening before, and an on-the-way message: the three messages that eliminate most no-access callouts.
Review requests and service reminders
A review request goes out while the job is fresh, and annual service reminders fire off the equipment record without anyone maintaining a list.
Can I dispatch and see crew capacity?
Jobs carry a scheduled window and a crew, and crews carry skills, service area, and capacity, so unassigned jobs and over-committed crews are saved views, and a board grouped by crew is your dispatch screen.
Does it do invoicing and payments?
It tracks estimate approval and invoice status on the job. We’re a growth system, not a ledger. We don’t pretend to replace your accountant’s software.
Can I take calls while I’m out on a job?
Yes. Inbound calls can ring the browser, forward to your mobile, or both, and a voicemail greeting you write catches the rest.
Can it handle recurring maintenance contracts?
Yes. Recurring tasks cover annual services and quarterly visits, and a scheduled automation can open the next job from the contract record so it shows up in the pipeline like any other work.
Start free today. The home services pack is coming soon.
Contacts, leads, pipelines, and automation templates are ready at signup, and anything the pack will install can be built by hand in the meantime.
Free plan · No credit card · Every price on the site