Lead Management & Automation That Turns More Leads Into Booked Jobs
Our lead management and automation makes sure home-service businesses never miss a call and never drop a lead — with a CRM, instant missed-call text-back, automated follow-up, and an optional 24-7 AI receptionist that books jobs while you work.
Lead automation for the trades across the San Gabriel Valley & Southeast LA
// the leak in your pipeline
Why home-service businesses lose jobs they already paid for
You spend on SEO and ads to make the phone ring — then a missed call, a reply that takes hours, or a quote that never gets followed up sends that customer straight to the next company. Most people won’t leave a voicemail; they’ll just call whoever answers first.
The fix usually isn’t more leads — it’s catching and converting the ones you already get. That’s what a lead system does: every call captured, every lead answered in seconds, and every follow-up handled automatically, so nothing slips through.
- Missed calls that never get a callback
- Leads left waiting hours for a reply
- Quotes that never get followed up
- Past customers never reactivated
// what's included
What's included in our lead management & automation
One system to capture every lead and follow up automatically — built and run for you.
Your own CRM
Every lead from your site, calls, and ads in one place.
Missed-call text-back
Every missed call gets an instant text so you keep the lead.
Instant follow-up
Automated text and email sequences that work until they book.
Booking & reminders
Online booking and reminders that cut no-shows.
Review automation
Review requests fire automatically after each job.
Database reactivation
Win back past customers with automated campaigns.
Unified inbox
Calls, texts, email, and social messages in one thread.
Optional AI receptionist
A 24-7 AI that answers, qualifies, and books leads.
A note on usage: your CRM phone number, text messages, call minutes, and email sends are billed at cost directly to your own account — usually a small amount each month that scales with how much you call, text, and email. We'll walk you through it during setup so there are no surprises.
// how it works
How we set up your lead system
Map Your Flow
We review your market and goals and map a campaign plan around your most profitable services.
Build & Launch
We set up your CRM, missed-call text-back, follow-ups, and booking.
Connect Your Tools
We wire it to your site, calendar, and other software via n8n when needed.
Launch & Optimize
We turn it on, test every path, and tune it as the leads come in.
// capture and convert
Capture and convert — even after hours
The leads are already coming in. This is the system that makes sure every one of them turns into a conversation, and as many as possible into booked jobs.
Speed to lead
Around the clock
Follow up automatically
// works with the rest
Lead automation completes the picture
It captures and converts the leads the rest of your marketing brings in:
Reputation & Reviews
The same automation triggers a review request after every completed job.
Explore Reviews →
Local SEO
SEO drives the calls and forms; this system makes sure none of them slip away.
Explore Local SEO →
Website Design
Your site's forms and click-to-call feed straight into your CRM and follow-ups.
Explore Website Design →
// lead automation FAQs
Lead automation questions, answered
What is missed-call text-back?
When you can’t answer, an automatic text goes to the caller within seconds — “Sorry we missed you, how can we help?” — so the lead starts a conversation with you instead of calling the next company.
Do I need a CRM?
If you’re tracking leads in your head, a notebook, or your texts, you’re losing some. A CRM captures every lead in one place and makes sure each one gets followed up. We set it up and run it for you.
What's the AI receptionist?
It’s an optional 24-7 AI that answers texts (and can answer calls), qualifies the lead, and books the appointment — so you capture jobs even when you’re on a roof or asleep. You stay in control and can take over anytime.
Is this my own system, and do I keep access?
Yes. We build it on our own all-in-one lead platform — your CRM, texting, follow-ups, and booking in one place — and connect it to the other tools you use, like your field-service software. You get your own login and keep full access.
Is there a setup fee?
Yes — there’s a one-time setup to build your CRM and automations, plus a monthly fee to run and optimize it. Pricing starts from $995 setup plus $397/mo, quoted after your audit.
Are there any usage costs on top of the monthly fee?
A few — and they go straight to you rather than to us. Your system uses its own phone number to call and text and sends emails on your behalf, and that usage (the number itself, text messages, call minutes, and email sends) is billed at cost through your own account. For most home-service businesses it’s a small amount each month, and it scales with how much you text, call, and email. We’ll walk you through it during setup so there are no surprises.
Stop losing jobs you already paid for.
Get a free audit and we'll show you where leads are slipping away — and what catching them would be worth.