DONE-FOR-YOU REVENUE ENGINE
Systems Built for the Trade Business
Ready to Run Without the Owner.
We do not sell abstract marketing advice or empty reports. We build, connect, and operate the tangible systems that capture leads, answer customers 24/7, confirm appointments, and guarantee your team gets paid.
AI Booking Assistant
24/7 AI Receptionist & Chat Dispatcher
Instant booking without tying up your phone lines
What We Deliver:
Conversational AI trained on your exact trade services and pricing ranges
Direct booking directly into your live company dispatch calendar
Missed-call auto-text response within 10 seconds
Homeowner qualification and emergency routing rules
The Direct Result:
Captures evening and weekend service inquiries when you can't pick up the phone.
Zero No-Shows
Automated SMS Reminders & Confirmations
Eliminate costly truck-roll no-shows
What We Deliver:
Automated 24-hour and 2-hour advance arrival reminders
Two-way SMS text responses synced directly to technician apps
Customer address and service gate code confirmation
Automated rescheduling prompts if customer is unavailable
The Direct Result:
Zero wasted trips. Technicians arrive to prepared, awaiting homeowners.
Lead & Offer Engine
High-Converting Service Funnels & Rapid Intake
Frictionless mobile conversion for paid & local traffic
What We Deliver:
Dedicated promotional offer funnels ($50 off, seasonal tune-up specials)
Distraction-free 3-field rapid service intake pages
Trust badges: licensed, insured, local verified guarantees
Instant SMS dispatch notification sent to your lead estimator
The Direct Result:
Converts clicks into confirmed appointments at 3x the standard rate.
Visual Authority
Interactive Before & After Project Showcases
Unmistakable proof that justifies premium pricing
What We Deliver:
Interactive Before/After slider components showcasing quality work
Project-specific tags: roofing, siding, electrical, HVAC remodeling
Embedded estimate CTAs right beside the transformation images
Optimized image loading that never slows down the site
The Direct Result:
Homeowners see your craftsmanship and book high-ticket jobs without haggling.
Digital Storefront
Smart High-Converting Websites
Built for speed on a phone with 2 bars of service
What We Deliver:
Sub-second load times engineered for mobile users
Direct calendar scheduling & quote inquiry forms
Full ADA accessibility compliance (WCAG 2.1 AA)
Dedicated landing pages for each high-margin trade service
The Direct Result:
Turns casual Google visitors into qualified quote requests within 30 seconds.
Map Pack Authority
Google 3-Pack & Local SEO Dominance
When nearby homeowners need emergency help, you appear first
What We Deliver:
Complete Google Business Profile optimization & audit
Geotagged local service radius signals and local schema
Consistent NAP citations across 70+ top industry directories
Neighborhood-specific service landing pages
The Direct Result:
Steady flow of organic, high-intent local calls without paying for Google Ads.
Command Center
Unified CRM & Conversation Timeline
Every lead, quote, call, and text in one clear timeline
What We Deliver:
Single chronological timeline for phone calls, texts, and emails
Visual deal pipeline tracking from new lead to paid invoice
Automated quote follow-up sequences until they sign or pass
Mobile app for technicians to view client history on site
The Direct Result:
No quote ever gets forgotten. You close 20-30% more proposals on autopilot.
What's Included
Every Service, On Its Own Page
137 services across 12 categories, all covered by one monthly plan. Click any service for the full breakdown of the problem it solves, what it does, and what you get.
System Architecture • 137 Services
The visual overview across Websites, CRM, Pipelines, SMS/Email, Workflows, Booking, Forms, Payments, Reviews, and AI.
01
Websites & Funnels
13 servicesDrag-and-drop website builderBuild and edit pages yourself, no code.
Mobile-responsive templatesEvery page automatically reshapes itself for phone, tablet, and desktop.
Landing page builderBuild a standalone page built around a single offer or a single ad.
Sales funnel builderString pages together in order, each one moving toward the ask.
A/B split testingShow two versions of a page and track which one gets more bookings.
Custom domain hostingYour own domain points directly to your site, which is hosted and running.
SSL certificate includedEvery page loads encrypted, padlock included, no extra setup.
Blog builderPublish articles straight to the site without another tool.
Membership site builderLock pages behind a login and sell as a one-time or recurring product.
Popup and sticky bar builderTrigger an offer or message based on time on page or exit intent.
Countdown timersShow a live countdown tied to a real offer end date.
Video embed supportDrop a video straight into any page, no separate hosting account needed.
eCommerce product pagesBuild product pages with pricing, checkout, and a built-in cart.
02
CRM & Contacts
12 servicesFull contact databaseEvery contact lives in one searchable record.
Lead and customer taggingLabel contacts by type, status, or interest.
Custom contact fieldsAdd your own fields, job type, property size, referral source, whatever matters to you.
Smart contact listsLists build themselves off rules you set once.
Activity timeline per contactEvery call, text, email, and form fill logs to that contact automatically.
Contact scoringContacts get a score based on how they're engaging with you.
Duplicate detectionFlags likely duplicate records so they can get merged.
Bulk import and exportImport a spreadsheet in one shot, export anytime you need a copy.
Contact notes and tasksAttach notes and follow-up tasks right to the contact.
Assigned rep per contactEvery contact gets an owner on your team.
Contact source attributionEvery contact gets tagged with where they came from.
Company and account recordsGroup multiple contacts under one company or account record.
03
Pipelines & Opportunities
10 servicesUnlimited pipelinesBuild a separate pipeline for each service line or job type.
Drag-and-drop stage managementMove a deal forward by dragging it to the next stage.
Opportunity value trackingEvery deal carries a dollar value that rolls up automatically.
Won / lost / abandoned trackingEvery closed deal is marked as won, lost, or abandoned, with a reason.
Pipeline conversion reportingTracks how many deals move from each stage to the next.
Automated stage movementA deal moves to the next stage on its own when a trigger occurs, such as a signed estimate.
Pipeline notificationsSends an alert when a deal stalls or hits a certain stage.
Multi-pipeline per businessRun several pipelines side by side under one account.
Revenue forecastingProjects expected revenue based on what's in the pipeline and its stage.
Custom opportunity fieldsAdd fields specific to the job: square footage, permit status, crew assigned.
04
SMS & Email
13 servicesTwo-way SMS messagingSend and receive texts from the business number, right inside the system.
A2P 10DLC registered numberYour number is registered the way carriers require for business texting.
Bulk SMS campaignsSend one message to a filtered group at once.
Email broadcast campaignsBuild and send an email to a list segment in one shot.
Drip email sequencesA set series of emails goes out automatically on a schedule.
HTML email builderBuild a formatted email with your logo, images, and layout.
Email deliverability toolsHandles the technical setup that keeps your sending reputation clean.
Shared team inboxAll texts and emails land in a single inbox that the whole team can see.
Message templatesSave common replies and drop them in with one click.
Auto-reply rulesSends an automatic response based on time of day or keyword.
Conversation assignmentRoute a conversation to a specific person on the team.
Unsubscribe managementOpt-outs are tracked and honored automatically across every send.
Email open and click trackingTracks who opened the email and what they clicked.
05
Automation & Workflows
13 servicesVisual workflow builderBuild the steps visually, drag and connect, no code.
Trigger-based automationA specific action, such as a form fill, automatically kicks off the next steps.
Time delay actionsSpace steps out over hours, days, or weeks.
Conditional branchingThe automation splits based on how someone responds.
Goal-based workflow exitsThe automation stops the moment the real goal, such as booking, is reached.
Multi-channel sequencesA single sequence can mix text, email, and calls.
Webhook triggers and actionsSends or receives data from other software when something happens.
Internal notification automationAlerts your team the moment something important happens.
Form submission triggersA form submission automatically kicks off the next step.
Appointment triggersA booking can trigger reminders, prep tasks, or team notifications.
Pipeline stage change triggersA stage change can fire off a text, task, or notification.
Payment triggersA payment can trigger a receipt, a tag update, or the next step in service.
AI-powered workflow stepsAI handles specific steps within the automation, such as writing a draft or interpreting intent.
06
Calendars & Booking
13 servicesIndividual booking calendarsA live calendar shows your real open slots.
Team round-robin calendarsNew bookings automatically rotate across your team.
Group event calendarsOne event, multiple people can book into it.
Class and service schedulingSet up recurring or service-specific booking rules.
Custom availability rulesSet exactly when you're bookable, down to the day and hour.
Buffer time between appointmentsAutomatic gap time built in around every appointment.
Automated confirmation SMS and emailA confirmation goes out the second someone books.
Automated reminder sequencesReminders go out automatically before the appointment.
No-show follow-up automationA missed appointment automatically triggers a reschedule attempt.
Calendar embed on websiteDrop the live booking calendar right onto any page.
Google Calendar syncTwo-way sync keeps both calendars matching.
Outlook Calendar syncTwo-way sync with Outlook calendars.
Intake forms on bookingA short form collects job details when someone books.
07
Forms & Surveys
11 servicesDrag-and-drop form builderBuild any form yourself, no code.
Multi-step formsBreak a long form into smaller steps.
Conditional logic fieldsFields show or hide based on earlier answers.
File upload fieldsLet people attach photos or documents right in the form.
E-signature captureCollect a legal e-signature right inside the form.
Survey builderBuild a survey and send it after the job.
Quiz builder with scoringBuild a scored quiz that sorts people by their answers.
Form embed on any pageDrop the same form onto any page on the site.
Custom thank-you redirectsSend them to a specific page after they submit.
Form submission notificationsAn alert fires the moment a form comes in.
Partial submission captureCaptures what they entered even if they never hit submit.
08
Payments & Invoicing
11 servicesInvoice creation and sendingBuild and send an invoice right from the same system.
Recurring billing and subscriptionsSet it once, and it bills on schedule automatically.
One-time payment linksSend a link, they pay in a few taps.
Order forms with upsellsShow a relevant add-on right when someone's about to pay.
Stripe and PayPal integrationAccept payment through either processor.
Text-to-paySend a payment request straight to their phone by text.
Payment tracking and reportingEvery payment logs automatically with a real-time view.
Refund managementIssue a refund from the same place you took the payment.
Estimate and proposal creationBuild a professional estimate from a template and send it digitally.
Automated payment remindersReminders go out automatically as a due date approaches or passes.
Tap-to-pay mobileTake a tap-to-pay card charge right from a phone.
09
Reviews & Reputation
10 servicesAutomated review request SMSA review request texts out automatically after the job.
Automated review request emailThe same ask, sent by email on the same trigger.
Google Business Profile integrationConnects directly to your Google Business Profile.
Facebook review integrationPulls Facebook reviews into the same dashboard.
Review monitoring dashboardAll reviews land in one dashboard as they come in.
Review response managementRespond to reviews from inside the same dashboard.
Review widget for websiteDisplay live reviews right on the website.
Unhappy customer internal alertsA post-job check-in flags dissatisfaction to your team internally, while every customer still gets the same review request.
Review campaign schedulingSchedule review requests to go out on a set rhythm.
Star rating reportingTracks your average rating and volume over time.
10
AI & Chat
11 servicesAI chat widget for websiteA chat widget on the site answers common questions automatically.
Conversational AI booking botThe chat can walk someone through booking on its own.
AI-powered SMS responsesCommon questions get an automatic reply by text.
AI content generationGenerates a first draft of content based on what you tell it.
AI review response draftingDrafts a response to a review for you to approve or edit.
Live chat with visitor trackingShows who's browsing live and lets your team jump into chat with them.
Chat-to-SMS handoffMoves the conversation from web chat to text without starting over.
Chatbot flow builderBuild the exact conversation flow and questions yourself.
AI receptionist voiceAn AI voice answers the call and handles basic questions or booking.
Missed call AI text-backA missed call automatically triggers a text back within seconds.
Voice AI for inbound callsHandles routine inbound calls via a voice system rather than a person.
11
Reporting & Analytics
11 servicesLead source attribution dashboardShows exactly where each lead came from, in one dashboard.
Pipeline revenue reportingRolls up pipeline value and movement into a report.
Campaign performance reportingTracks results tied to a specific campaign or send.
Call tracking and recordingTracks call source and records the call itself.
Email open and click analyticsTracks opens and clicks per email.
Appointment show rate trackingTracks how many booked appointments actually happen.
Form conversion reportingTracks views versus completed submissions per form.
Google Ads integrationConnects ad performance data to what happens after the click.
Facebook Ads integrationSame connection, for Meta ad platforms.
Custom dashboard builderBuild your own dashboard with the metrics that matter to you.
Agent and rep performance reportsTracks activity and results by team member.
12
Social Media
9 servicesSocial media post schedulerQueue up posts ahead of time to go out on schedule.
Multi-platform publishingPublish to multiple platforms from one place.
Social content calendarPlan and view your posting schedule in one calendar.
Facebook and Instagram postingDirect publishing to Facebook and Instagram.
Google Business Profile postsPost updates directly to your Google Business Profile.
LinkedIn postingPublish directly to LinkedIn.
TikTok postingPublish directly to TikTok.
Content approval workflowsPosts route through an approval step before they go live.
AI social caption generatorGenerates a caption draft based on the post content.
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